UPMC PINNACLE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PINNACLE HEALTH SYSTEM 401K PLAN
Measure | Date | Value |
---|
2022 : PINNACLE HEALTH SYSTEM 401K PLAN 2022 401k financial data |
---|
Total income from all sources (including contributions) | 2022-12-31 | $-14,444,825 |
Total of all expenses incurred | 2022-12-31 | $4,084,277 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,841,372 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $21,442 |
Value of total assets at end of year | 2022-12-31 | $71,827,163 |
Value of total assets at beginning of year | 2022-12-31 | $90,356,265 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $221,463 |
Total interest from all sources | 2022-12-31 | $275,648 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $954,591 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $954,591 |
Administrative expenses professional fees incurred | 2022-12-31 | $14,619 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Participant contributions at end of year | 2022-12-31 | $111,661 |
Participant contributions at beginning of year | 2022-12-31 | $242,401 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $661,446 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $778,744 |
Other income not declared elsewhere | 2022-12-31 | $-140,551 |
Administrative expenses (other) incurred | 2022-12-31 | $200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-18,529,102 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $71,827,163 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $90,356,265 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $77,401 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $61,886,611 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $81,018,499 |
Interest on participant loans | 2022-12-31 | $10,567 |
Interest earned on other investments | 2022-12-31 | $265,081 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $9,167,445 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $8,316,621 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-15,534,513 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,841,372 |
Contract administrator fees | 2022-12-31 | $129,243 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2022-12-31 | 251408703 |
2021 : PINNACLE HEALTH SYSTEM 401K PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $12,037,254 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $6,531,053 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,288,958 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $12,232 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,444 |
Value of total assets at end of year | 2021-12-31 | $90,356,265 |
Value of total assets at beginning of year | 2021-12-31 | $84,850,064 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $229,863 |
Total interest from all sources | 2021-12-31 | $286,102 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $869,553 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $869,553 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Participant contributions at end of year | 2021-12-31 | $242,401 |
Participant contributions at beginning of year | 2021-12-31 | $440,555 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $778,744 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $551,926 |
Other income not declared elsewhere | 2021-12-31 | $220,969 |
Administrative expenses (other) incurred | 2021-12-31 | $229,863 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $5,506,201 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $90,356,265 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $84,850,064 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $81,018,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $74,502,562 |
Interest on participant loans | 2021-12-31 | $21,289 |
Interest earned on other investments | 2021-12-31 | $264,813 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $8,316,621 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $9,355,021 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $10,659,186 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,444 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,288,958 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MCKONLY & ASBURY, LLP |
Accountancy firm EIN | 2021-12-31 | 231909723 |
2020 : PINNACLE HEALTH SYSTEM 401K PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $11,580,139 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $7,291,289 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,085,935 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $14,442 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,200 |
Value of total assets at end of year | 2020-12-31 | $84,850,064 |
Value of total assets at beginning of year | 2020-12-31 | $80,561,214 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $190,912 |
Total interest from all sources | 2020-12-31 | $280,841 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,063,132 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,063,132 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Participant contributions at end of year | 2020-12-31 | $440,555 |
Participant contributions at beginning of year | 2020-12-31 | $735,233 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $551,926 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $460,272 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $708,973 |
Other income not declared elsewhere | 2020-12-31 | $177,057 |
Administrative expenses (other) incurred | 2020-12-31 | $190,912 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,288,850 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $84,850,064 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $80,561,214 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $74,502,562 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $70,711,032 |
Interest on participant loans | 2020-12-31 | $31,253 |
Interest earned on other investments | 2020-12-31 | $249,588 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $9,355,021 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $7,945,704 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $10,053,909 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $5,200 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,085,935 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MCKONLY & ASBURY, LLP |
Accountancy firm EIN | 2020-12-31 | 231909723 |
2019 : PINNACLE HEALTH SYSTEM 401K PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $19,669,575 |
Total income from all sources (including contributions) | 2019-12-31 | $19,669,575 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $6,954,569 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,745,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,745,846 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $7,937 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $7,937 |
Value of total corrective distributions | 2019-12-31 | $10,329 |
Value of total corrective distributions | 2019-12-31 | $10,329 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,980,044 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,980,044 |
Value of total assets at end of year | 2019-12-31 | $80,561,214 |
Value of total assets at end of year | 2019-12-31 | $80,561,214 |
Value of total assets at beginning of year | 2019-12-31 | $67,846,208 |
Value of total assets at beginning of year | 2019-12-31 | $67,846,208 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $190,457 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $190,457 |
Total interest from all sources | 2019-12-31 | $258,842 |
Total interest from all sources | 2019-12-31 | $258,842 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,258,241 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,258,241 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,258,241 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,258,241 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,524,862 |
Contributions received from participants | 2019-12-31 | $2,524,862 |
Participant contributions at end of year | 2019-12-31 | $735,233 |
Participant contributions at end of year | 2019-12-31 | $735,233 |
Participant contributions at beginning of year | 2019-12-31 | $722,918 |
Participant contributions at beginning of year | 2019-12-31 | $722,918 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $460,272 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $460,272 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $335,756 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $335,756 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $859,409 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $859,409 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $708,973 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $708,973 |
Other income not declared elsewhere | 2019-12-31 | $166,611 |
Other income not declared elsewhere | 2019-12-31 | $166,611 |
Administrative expenses (other) incurred | 2019-12-31 | $190,457 |
Administrative expenses (other) incurred | 2019-12-31 | $190,457 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $12,715,006 |
Value of net income/loss | 2019-12-31 | $12,715,006 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $80,561,214 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $80,561,214 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $67,846,208 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $67,846,208 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $70,711,032 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $70,711,032 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $59,607,755 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $59,607,755 |
Interest on participant loans | 2019-12-31 | $36,852 |
Interest on participant loans | 2019-12-31 | $36,852 |
Interest earned on other investments | 2019-12-31 | $221,990 |
Interest earned on other investments | 2019-12-31 | $221,990 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $7,945,704 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $7,945,704 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $7,179,779 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $7,179,779 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $13,005,837 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $13,005,837 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,595,773 |
Contributions received in cash from employer | 2019-12-31 | $1,595,773 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,745,846 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,745,846 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MCKONLY & ASBURY, LLP |
Accountancy firm name | 2019-12-31 | MCKONLY & ASBURY, LLP |
Accountancy firm EIN | 2019-12-31 | 231909723 |
Accountancy firm EIN | 2019-12-31 | 231909723 |
2018 : PINNACLE HEALTH SYSTEM 401K PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,767,701 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $5,358,336 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,107,138 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $19,927 |
Value of total corrective distributions | 2018-12-31 | $47,384 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,325,185 |
Value of total assets at end of year | 2018-12-31 | $67,846,208 |
Value of total assets at beginning of year | 2018-12-31 | $71,436,843 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $183,887 |
Total interest from all sources | 2018-12-31 | $212,157 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,050,359 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,050,359 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,673,197 |
Participant contributions at end of year | 2018-12-31 | $722,918 |
Participant contributions at beginning of year | 2018-12-31 | $739,308 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $335,756 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $320,974 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $269,418 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $188,076 |
Other income not declared elsewhere | 2018-12-31 | $51,506 |
Administrative expenses (other) incurred | 2018-12-31 | $183,887 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-3,590,635 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $67,846,208 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $71,436,843 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $59,607,755 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $62,658,265 |
Interest on participant loans | 2018-12-31 | $34,148 |
Interest earned on other investments | 2018-12-31 | $178,009 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $7,179,779 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $7,021,266 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,871,506 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,382,570 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $508,954 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,107,138 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MCKONLY & ASBURY, LLP |
Accountancy firm EIN | 2018-12-31 | 231909723 |
2017 : PINNACLE HEALTH SYSTEM 401K PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $36,522,626 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $8,933,274 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,049,062 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $962,690 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $-440 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,664,451 |
Value of total assets at end of year | 2017-12-31 | $71,436,843 |
Value of total assets at beginning of year | 2017-12-31 | $27,030,005 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $86,812 |
Total interest from all sources | 2017-12-31 | $106,903 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $390,136 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $390,136 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,762,025 |
Participant contributions at end of year | 2017-12-31 | $739,308 |
Participant contributions at beginning of year | 2017-12-31 | $198,250 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $320,974 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $245,289 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $748,552 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $188,076 |
Other income not declared elsewhere | 2017-12-31 | $79,353 |
Administrative expenses (other) incurred | 2017-12-31 | $86,812 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $7,884,212 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $71,436,843 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $27,030,005 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $62,658,265 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $23,549,430 |
Interest on participant loans | 2017-12-31 | $10,020 |
Interest earned on other investments | 2017-12-31 | $96,883 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $7,021,266 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $3,037,036 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,692,431 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,153,874 |
Employer contributions (assets) at end of year | 2017-12-31 | $508,954 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $962,690 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MCKONLY & ASBURY, LLC |
Accountancy firm EIN | 2017-12-31 | 231909723 |
2016 : PINNACLE HEALTH SYSTEM 401K PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,375,537 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,599,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,554,215 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $2,151 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,568,152 |
Value of total assets at end of year | 2016-12-31 | $27,030,005 |
Value of total assets at beginning of year | 2016-12-31 | $24,253,902 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $43,068 |
Total interest from all sources | 2016-12-31 | $90,811 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $338,367 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $338,367 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,554,035 |
Participant contributions at end of year | 2016-12-31 | $198,250 |
Participant contributions at beginning of year | 2016-12-31 | $235,253 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $245,289 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $194,501 |
Other income not declared elsewhere | 2016-12-31 | $61,663 |
Administrative expenses (other) incurred | 2016-12-31 | $43,068 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,776,103 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $27,030,005 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $24,253,902 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $23,549,430 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $21,497,974 |
Interest on participant loans | 2016-12-31 | $9,107 |
Interest earned on other investments | 2016-12-31 | $81,704 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $3,037,036 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $2,326,174 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,316,544 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,014,117 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,554,215 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MCKONLY & ASBURY, LLP |
Accountancy firm EIN | 2016-12-31 | 231909723 |
2015 : PINNACLE HEALTH SYSTEM 401K PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $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 | $2,755,814 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,649,278 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,603,065 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $1,944 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,717,280 |
Value of total assets at end of year | 2015-12-31 | $24,253,902 |
Value of total assets at beginning of year | 2015-12-31 | $23,147,366 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $44,269 |
Total interest from all sources | 2015-12-31 | $69,563 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $302,742 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $302,742 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,422,554 |
Participant contributions at end of year | 2015-12-31 | $235,253 |
Participant contributions at beginning of year | 2015-12-31 | $131,065 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $194,501 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $286,265 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $316,642 |
Other income not declared elsewhere | 2015-12-31 | $46,272 |
Administrative expenses (other) incurred | 2015-12-31 | $44,269 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,106,536 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $24,253,902 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $23,147,366 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $21,497,974 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $20,749,926 |
Interest on participant loans | 2015-12-31 | $7,501 |
Interest earned on other investments | 2015-12-31 | $62,062 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $2,326,174 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,980,110 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-380,043 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $978,084 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,603,065 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MCKONLY & ASBURY, LLP |
Accountancy firm EIN | 2015-12-31 | 231909723 |
2014 : PINNACLE HEALTH SYSTEM 401K PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $3,645,892 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,182,065 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,126,519 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $12,519 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,177,855 |
Value of total assets at end of year | 2014-12-31 | $23,147,366 |
Value of total assets at beginning of year | 2014-12-31 | $20,683,539 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $43,027 |
Total interest from all sources | 2014-12-31 | $61,548 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $268,903 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $268,903 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,308,361 |
Participant contributions at end of year | 2014-12-31 | $131,065 |
Participant contributions at beginning of year | 2014-12-31 | $107,461 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $286,265 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $267,695 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $8,718 |
Other income not declared elsewhere | 2014-12-31 | $56,944 |
Administrative expenses (other) incurred | 2014-12-31 | $43,027 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,463,827 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $23,147,366 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $20,683,539 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $20,749,926 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $18,622,338 |
Interest on participant loans | 2014-12-31 | $4,928 |
Interest earned on other investments | 2014-12-31 | $56,620 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,980,110 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,686,045 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,080,642 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $860,776 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,126,519 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MCKONLY & ASBURY, LLP |
Accountancy firm EIN | 2014-12-31 | 231909723 |
2013 : PINNACLE HEALTH SYSTEM 401K PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $7,324,416 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,144,166 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,097,257 |
Value of total corrective distributions | 2013-12-31 | $1,206 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,771,943 |
Value of total assets at end of year | 2013-12-31 | $20,683,539 |
Value of total assets at beginning of year | 2013-12-31 | $14,503,289 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $45,703 |
Total interest from all sources | 2013-12-31 | $48,215 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $214,631 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $214,631 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,175,053 |
Participant contributions at end of year | 2013-12-31 | $107,461 |
Participant contributions at beginning of year | 2013-12-31 | $137,148 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $267,695 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $257,942 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $168,411 |
Other income not declared elsewhere | 2013-12-31 | $54,614 |
Administrative expenses (other) incurred | 2013-12-31 | $45,703 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,180,250 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $20,683,539 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $14,503,289 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $18,622,338 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $12,949,444 |
Interest on participant loans | 2013-12-31 | $5,055 |
Interest earned on other investments | 2013-12-31 | $43,160 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,686,045 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,158,755 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,235,013 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,428,479 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,097,257 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MCKONLY AND ASBURY, LLP |
Accountancy firm EIN | 2013-12-31 | 231909723 |
2012 : PINNACLE HEALTH SYSTEM 401K PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $9,809,517 |
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 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $4,235,512 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $606,550 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $602,452 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,237 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,047,858 |
Value of total assets at end of year | 2012-12-31 | $14,503,289 |
Value of total assets at beginning of year | 2012-12-31 | $1,064,810 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,861 |
Total interest from all sources | 2012-12-31 | $22,534 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $136,437 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $136,437 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,658,267 |
Participant contributions at end of year | 2012-12-31 | $137,148 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $257,942 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $219,279 |
Other income not declared elsewhere | 2012-12-31 | $6,351 |
Administrative expenses (other) incurred | 2012-12-31 | $2,861 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,628,962 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $14,503,289 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,064,810 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $12,949,444 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $960,133 |
Interest on participant loans | 2012-12-31 | $3,543 |
Interest earned on other investments | 2012-12-31 | $18,991 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,158,755 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $97,483 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,022,332 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,170,312 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $7,194 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $602,452 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MCKONLY AND ASBURY, LLP |
Accountancy firm EIN | 2012-12-31 | 231909723 |
2011 : PINNACLE HEALTH SYSTEM 401K PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,066,613 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,803 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,792 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,073,727 |
Value of total assets at end of year | 2011-12-31 | $1,064,810 |
Value of total assets at beginning of year | 2011-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $11 |
Total interest from all sources | 2011-12-31 | $740 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $9,196 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $9,196 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $594,341 |
Administrative expenses (other) incurred | 2011-12-31 | $11 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,064,810 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,064,810 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $960,133 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $0 |
Interest earned on other investments | 2011-12-31 | $740 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $97,483 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-17,050 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $479,386 |
Employer contributions (assets) at end of year | 2011-12-31 | $7,194 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,792 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MCKONLY AND ASBURY, LLP |
Accountancy firm EIN | 2011-12-31 | 231909723 |