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ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN
Plan identification number 002

ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ST. BARNABAS HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. BARNABAS HEALTH SYSTEM, INC.
Employer identification number (EIN):251552913
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JAMES D. TURCO JAMES D. TURCO2018-10-15
0022016-01-01JAMES D. TURCO JAMES D. TURCO2017-10-12
0022015-01-01JAMES D. TURCO JAMES D. TURCO2016-10-17
0022014-01-01JAMES D. TURCO JAMES D. TURCO2015-10-14
0022013-01-01JAMES D. TURCO JAMES D. TURCO2014-10-14
0022012-01-01JAMES D. TURCO JAMES D. TURCO2013-10-10
0022011-01-01JAMES D. TURCO JAMES D. TURCO2012-10-12
0022010-01-01JAMES D. TURCO JAMES D. TURCO2012-12-13
0022009-01-01JAMES D. TURCO JAMES D. TURCO2012-12-11
0022009-01-01JAMES D. TURCO JAMES D. TURCO2010-10-12
0022009-01-01JAMES D. TURCO JAMES D. TURCO2012-11-29

Plan Statistics for ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN

Measure Date Value
2022: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01832
Total number of active participants reported on line 7a of the Form 55002022-01-01606
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01130
Total of all active and inactive participants2022-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01736
Number of participants with account balances2022-01-01622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0168
2021: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01897
Total number of active participants reported on line 7a of the Form 55002021-01-01575
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01256
Total of all active and inactive participants2021-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01832
Number of participants with account balances2021-01-01721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01100
2020: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01899
Total number of active participants reported on line 7a of the Form 55002020-01-01607
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01290
Total of all active and inactive participants2020-01-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01897
Number of participants with account balances2020-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0162
2019: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01864
Total number of active participants reported on line 7a of the Form 55002019-01-01798
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01101
Total of all active and inactive participants2019-01-01899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01899
Number of participants with account balances2019-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01920
Total number of active participants reported on line 7a of the Form 55002018-01-01785
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0179
Total of all active and inactive participants2018-01-01864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01864
Number of participants with account balances2018-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01819
Total number of active participants reported on line 7a of the Form 55002017-01-01868
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01920
Number of participants with account balances2017-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01722
Total number of active participants reported on line 7a of the Form 55002016-01-01741
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01819
Number of participants with account balances2016-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0129
2015: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01338
Total number of active participants reported on line 7a of the Form 55002015-01-01687
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01722
Number of participants with account balances2015-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01343
Total number of active participants reported on line 7a of the Form 55002014-01-01315
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01338
Number of participants with account balances2014-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01421
Total number of active participants reported on line 7a of the Form 55002013-01-01290
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0153
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 balances2013-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01460
Total number of active participants reported on line 7a of the Form 55002012-01-01352
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0168
Total of all active and inactive participants2012-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01421
Number of participants with account balances2012-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01443
Total number of active participants reported on line 7a of the Form 55002011-01-01375
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0184
Total of all active and inactive participants2011-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01460
Number of participants with account balances2011-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2010: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01472
Total number of active participants reported on line 7a of the Form 55002010-01-01397
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01443
Number of participants with account balances2010-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0116
2009: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01467
Total number of active participants reported on line 7a of the Form 55002009-01-01403
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0169
Total of all active and inactive participants2009-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01472
Number of participants with account balances2009-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$111,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$100,793
Total income from all sources (including contributions)2022-12-31$-1,540,767
Total of all expenses incurred2022-12-31$1,835,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,747,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,413,521
Value of total assets at end of year2022-12-31$13,720,173
Value of total assets at beginning of year2022-12-31$17,085,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$87,892
Total interest from all sources2022-12-31$10,389
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$528,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$528,796
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$760,377
Participant contributions at end of year2022-12-31$168,245
Participant contributions at beginning of year2022-12-31$213,530
Assets. Other investments not covered elsewhere at end of year2022-12-31$93,931
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,096,912
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$36,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$111,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$100,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,376,322
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,608,747
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,985,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,251,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,811,361
Interest on participant loans2022-12-31$10,389
Value of interest in common/collective trusts at end of year2022-12-31$703,997
Value of interest in common/collective trusts at beginning of year2022-12-31$503,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,493,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$616,285
Employer contributions (assets) at end of year2022-12-31$502,796
Employer contributions (assets) at beginning of year2022-12-31$460,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,747,663
Contract administrator fees2022-12-31$87,892
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CREESE, SMITH, HUNE & CO. LLC
Accountancy firm EIN2022-12-31251801538
2021 : ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$100,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$51,036
Total income from all sources (including contributions)2021-12-31$3,338,369
Total of all expenses incurred2021-12-31$1,479,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,444,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,457,479
Value of total assets at end of year2021-12-31$17,061,014
Value of total assets at beginning of year2021-12-31$15,152,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,891
Total interest from all sources2021-12-31$13,716
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,163,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,163,357
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$747,237
Participant contributions at end of year2021-12-31$213,530
Participant contributions at beginning of year2021-12-31$233,634
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,096,912
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$85,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$100,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$51,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,858,436
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,960,221
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,101,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,825,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,102,399
Interest on participant loans2021-12-31$13,716
Value of interest in common/collective trusts at end of year2021-12-31$502,810
Value of interest in common/collective trusts at beginning of year2021-12-31$330,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$703,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$624,253
Employer contributions (assets) at end of year2021-12-31$519,312
Employer contributions (assets) at beginning of year2021-12-31$486,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,444,042
Contract administrator fees2021-12-31$35,891
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CREESE, SMITH, HUNE & CO. LLC
Accountancy firm EIN2021-12-31251801538
2020 : ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$51,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$42,154
Total income from all sources (including contributions)2020-12-31$3,240,205
Total of all expenses incurred2020-12-31$1,854,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,754,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,303,921
Value of total assets at end of year2020-12-31$15,152,821
Value of total assets at beginning of year2020-12-31$13,757,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$99,788
Total interest from all sources2020-12-31$14,841
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$479,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$479,594
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$665,665
Participant contributions at end of year2020-12-31$233,634
Participant contributions at beginning of year2020-12-31$225,191
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$62,549
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$51,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$42,154
Administrative expenses (other) incurred2020-12-31$24,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,385,958
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,101,785
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,715,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,102,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,847,107
Interest on participant loans2020-12-31$14,841
Value of interest in common/collective trusts at end of year2020-12-31$330,366
Value of interest in common/collective trusts at beginning of year2020-12-31$114,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,441,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$575,707
Employer contributions (assets) at end of year2020-12-31$486,422
Employer contributions (assets) at beginning of year2020-12-31$571,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,754,459
Contract administrator fees2020-12-31$75,788
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CREESE, SMITH, HUNE & CO. LLC
Accountancy firm EIN2020-12-31251801538
2019 : ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$42,154
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45,615
Total income from all sources (including contributions)2019-12-31$3,764,471
Total of all expenses incurred2019-12-31$529,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$467,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,302,303
Value of total assets at end of year2019-12-31$13,757,981
Value of total assets at beginning of year2019-12-31$10,526,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,780
Total interest from all sources2019-12-31$13,415
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$860,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$860,560
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$560,117
Participant contributions at end of year2019-12-31$225,191
Participant contributions at beginning of year2019-12-31$215,602
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$91,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$42,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$45,615
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$3,235,218
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,715,827
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,480,609
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,847,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,666,597
Interest on participant loans2019-12-31$13,415
Value of interest in common/collective trusts at end of year2019-12-31$114,357
Value of interest in common/collective trusts at beginning of year2019-12-31$87,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,588,193
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$650,361
Employer contributions (assets) at end of year2019-12-31$571,326
Employer contributions (assets) at beginning of year2019-12-31$556,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$467,473
Contract administrator fees2019-12-31$61,780
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31CREESE, SMITH, HUNE & CO. LLC
Accountancy firm EIN2019-12-31251801538
2018 : ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$45,615
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,950
Total income from all sources (including contributions)2018-12-31$363,367
Total of all expenses incurred2018-12-31$751,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$694,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,120,886
Value of total assets at end of year2018-12-31$10,526,224
Value of total assets at beginning of year2018-12-31$10,898,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,830
Total interest from all sources2018-12-31$11,142
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$695,887
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$695,887
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$466,356
Participant contributions at end of year2018-12-31$215,602
Participant contributions at beginning of year2018-12-31$234,158
Participant contributions at beginning of year2018-12-31$18,127
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$45,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$29,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-387,961
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,480,609
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,868,570
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,666,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,037,048
Interest on participant loans2018-12-31$11,142
Value of interest in common/collective trusts at end of year2018-12-31$87,810
Value of interest in common/collective trusts at beginning of year2018-12-31$118,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,464,548
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$623,761
Employer contributions (assets) at end of year2018-12-31$556,215
Employer contributions (assets) at beginning of year2018-12-31$490,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$694,498
Contract administrator fees2018-12-31$56,830
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 name2018-12-31CREESE, SMITH & CO. LLC
Accountancy firm EIN2018-12-31251801538
2017 : ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$29,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,085
Total income from all sources (including contributions)2017-12-31$2,562,088
Total of all expenses incurred2017-12-31$761,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$701,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,023,820
Value of total assets at end of year2017-12-31$10,898,520
Value of total assets at beginning of year2017-12-31$9,091,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$59,931
Total interest from all sources2017-12-31$11,305
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$423,134
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$423,134
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$402,278
Participant contributions at end of year2017-12-31$234,158
Participant contributions at beginning of year2017-12-31$216,211
Participant contributions at end of year2017-12-31$18,127
Participant contributions at beginning of year2017-12-31$14,722
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$74,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$29,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$23,085
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$1,800,193
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,868,570
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,068,377
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$10,155,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,364,977
Interest on participant loans2017-12-31$11,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,103,829
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$547,158
Employer contributions (assets) at end of year2017-12-31$490,427
Employer contributions (assets) at beginning of year2017-12-31$495,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$701,964
Contract administrator fees2017-12-31$59,931
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 name2017-12-31CREESE, SMITH & CO. LLC
Accountancy firm EIN2017-12-31251801538
2016 : ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$23,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$26,578
Total income from all sources (including contributions)2016-12-31$1,572,958
Total loss/gain on sale of assets2016-12-31$-630
Total of all expenses incurred2016-12-31$368,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$307,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$915,273
Value of total assets at end of year2016-12-31$9,091,462
Value of total assets at beginning of year2016-12-31$7,890,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$60,820
Total interest from all sources2016-12-31$10,695
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$217,083
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$217,083
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 period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$366,813
Participant contributions at end of year2016-12-31$216,211
Participant contributions at beginning of year2016-12-31$232,710
Participant contributions at end of year2016-12-31$14,722
Participant contributions at beginning of year2016-12-31$16,088
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$23,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$26,578
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$1,204,147
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,068,377
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,864,230
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$8,364,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,124,698
Interest on participant loans2016-12-31$10,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$430,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$526,242
Employer contributions (assets) at end of year2016-12-31$495,552
Employer contributions (assets) at beginning of year2016-12-31$517,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$307,991
Contract administrator fees2016-12-31$60,820
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
Aggregate carrying amount (costs) on sale of assets2016-12-31$630
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 name2016-12-31CREESE, SMITH & CO. LLC
Accountancy firm EIN2016-12-31251801538
2015 : ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$26,578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,787
Total income from all sources (including contributions)2015-12-31$811,664
Total loss/gain on sale of assets2015-12-31$58,322
Total of all expenses incurred2015-12-31$453,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$404,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$881,602
Value of total assets at end of year2015-12-31$7,890,808
Value of total assets at beginning of year2015-12-31$7,508,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$49,547
Total interest from all sources2015-12-31$10,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$362,744
Participant contributions at end of year2015-12-31$232,710
Participant contributions at beginning of year2015-12-31$197,401
Participant contributions at end of year2015-12-31$16,088
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$26,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,787
Total non interest bearing cash at beginning of year2015-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$357,724
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,864,230
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,506,506
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,124,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,896,892
Interest on participant loans2015-12-31$10,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-139,208
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
Contributions received in cash from employer2015-12-31$517,940
Employer contributions (assets) at end of year2015-12-31$517,312
Employer contributions (assets) at beginning of year2015-12-31$413,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$404,393
Contract administrator fees2015-12-31$49,547
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
Aggregate proceeds on sale of assets2015-12-31$58,322
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 name2015-12-31CREESE, SMITH & CO. LLC
Accountancy firm EIN2015-12-31251801538
2014 : ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$50,750
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,665
Total income from all sources (including contributions)2014-12-31$1,110,487
Total loss/gain on sale of assets2014-12-31$34,696
Total of all expenses incurred2014-12-31$728,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$673,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$704,888
Value of total assets at end of year2014-12-31$7,508,293
Value of total assets at beginning of year2014-12-31$7,075,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$54,820
Total interest from all sources2014-12-31$8,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$283,724
Participant contributions at end of year2014-12-31$197,401
Participant contributions at beginning of year2014-12-31$153,806
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,665
Total non interest bearing cash at end of year2014-12-31$2
Total non interest bearing cash at beginning of year2014-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$382,147
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,506,506
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,073,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,896,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,613,671
Interest on participant loans2014-12-31$8,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$362,562
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
Contributions received in cash from employer2014-12-31$420,574
Employer contributions (assets) at end of year2014-12-31$413,998
Employer contributions (assets) at beginning of year2014-12-31$307,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$673,520
Contract administrator fees2014-12-31$54,820
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
Aggregate proceeds on sale of assets2014-12-31$34,696
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 name2014-12-31CREESE, SMITH & CO. LLC
Accountancy firm EIN2014-12-31251801538
2013 : ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,622
Total income from all sources (including contributions)2013-12-31$1,386,684
Total loss/gain on sale of assets2013-12-31$24,496
Total of all expenses incurred2013-12-31$502,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$453,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$558,404
Value of total assets at end of year2013-12-31$7,075,274
Value of total assets at beginning of year2013-12-31$6,190,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$48,976
Total interest from all sources2013-12-31$4,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$250,609
Participant contributions at end of year2013-12-31$153,806
Participant contributions at beginning of year2013-12-31$108,651
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,284,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,622
Total non interest bearing cash at end of year2013-12-31$2
Total non interest bearing cash at beginning of year2013-12-31$1,996
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$884,625
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,073,609
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,188,984
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,613,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,442,590
Interest on participant loans2013-12-31$4,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$798,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$307,795
Employer contributions (assets) at end of year2013-12-31$307,795
Employer contributions (assets) at beginning of year2013-12-31$353,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$453,083
Contract administrator fees2013-12-31$48,976
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
Aggregate proceeds on sale of assets2013-12-31$24,496
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CREESE, SMITH & CO. LLC
Accountancy firm EIN2013-12-31251801538
2012 : ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,622
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,033
Total income from all sources (including contributions)2012-12-31$1,269,537
Total loss/gain on sale of assets2012-12-31$408,698
Total of all expenses incurred2012-12-31$341,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$309,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$604,208
Value of total assets at end of year2012-12-31$6,190,606
Value of total assets at beginning of year2012-12-31$5,262,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,861
Total interest from all sources2012-12-31$2,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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 period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$250,874
Participant contributions at end of year2012-12-31$108,651
Participant contributions at beginning of year2012-12-31$71,891
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,284,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,622
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,033
Total non interest bearing cash at end of year2012-12-31$1,996
Total non interest bearing cash at beginning of year2012-12-31$2,033
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$928,068
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,188,984
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,260,916
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$1,442,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,836,388
Interest on participant loans2012-12-31$2,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$254,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$353,334
Employer contributions (assets) at end of year2012-12-31$353,334
Employer contributions (assets) at beginning of year2012-12-31$352,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$309,608
Contract administrator fees2012-12-31$31,861
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
Aggregate proceeds on sale of assets2012-12-31$408,698
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CREESE, SMITH & CO. LLC
Accountancy firm EIN2012-12-31251801538
2011 : ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,216
Total income from all sources (including contributions)2011-12-31$510,229
Total loss/gain on sale of assets2011-12-31$12,532
Total of all expenses incurred2011-12-31$383,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$348,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$555,918
Value of total assets at end of year2011-12-31$5,262,949
Value of total assets at beginning of year2011-12-31$5,136,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,606
Total interest from all sources2011-12-31$3,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$203,281
Participant contributions at end of year2011-12-31$71,891
Participant contributions at beginning of year2011-12-31$23,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$34,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,216
Total non interest bearing cash at end of year2011-12-31$2,033
Total non interest bearing cash at beginning of year2011-12-31$2,216
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$126,726
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,260,916
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,134,190
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$4,836,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,732,606
Interest on participant loans2011-12-31$3,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-61,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$352,637
Employer contributions (assets) at end of year2011-12-31$352,637
Employer contributions (assets) at beginning of year2011-12-31$344,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$348,897
Contract administrator fees2011-12-31$34,606
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
Aggregate proceeds on sale of assets2011-12-31$12,532
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CREESE, SMITH & CO. LLC
Accountancy firm EIN2011-12-31251801538
2010 : ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,142
Total income from all sources (including contributions)2010-12-31$1,052,287
Total loss/gain on sale of assets2010-12-31$48,732
Total of all expenses incurred2010-12-31$346,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$322,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$546,458
Value of total assets at end of year2010-12-31$5,136,406
Value of total assets at beginning of year2010-12-31$4,429,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,575
Total interest from all sources2010-12-31$965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$201,883
Participant contributions at end of year2010-12-31$23,000
Participant contributions at beginning of year2010-12-31$13,315
Participant contributions at beginning of year2010-12-31$7,809
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$34,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,142
Total non interest bearing cash at end of year2010-12-31$2,216
Total non interest bearing cash at beginning of year2010-12-31$1,017
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$705,957
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,134,190
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,428,233
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$4,732,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,080,017
Interest on participant loans2010-12-31$965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$456,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$344,575
Employer contributions (assets) at end of year2010-12-31$344,575
Employer contributions (assets) at beginning of year2010-12-31$327,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$322,755
Contract administrator fees2010-12-31$23,575
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
Aggregate proceeds on sale of assets2010-12-31$48,732
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CREESE, SMITH & CO. LLC
Accountancy firm EIN2010-12-31251801538

Form 5500 Responses for ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN

2022: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ST. BARNABAS EMPLOYEES RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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