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RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VALLEY MEDICAL FACILITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:VALLEY MEDICAL FACILITIES, INC.
Employer identification number (EIN):251801532
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LAURIE CLEMENS2023-10-13 LAURIE CLEMENS2023-10-13
0012021-01-01LAURIE CLEMENS2022-10-12 LAURIE CLEMENS2022-10-12
0012020-01-01LAURIE CLEMENS2021-10-13 LAURIE CLEMENS2021-10-13
0012019-01-01LAURIE CLEMENS2020-10-08 LAURIE CLEMENS2020-10-08

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL 2022 401k membership
Market value of plan assets2022-12-3144,873,484
Acturial value of plan assets2022-12-3144,873,484
Funding target for retired participants and beneficiaries receiving payment2022-12-3119,449,436
Number of terminated vested participants2022-12-31246
Fundng target for terminated vested participants2022-12-3110,064,208
Active participant vested funding target2022-12-318,488,081
Number of active participants2022-12-3198
Total funding liabilities for active participants2022-12-318,488,081
Total participant count2022-12-31583
Total funding target for all participants2022-12-3138,001,725
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,834,880
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-311,834,880
Present value of excess contributions2022-12-311,612,559
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,692,380
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-311,692,380
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-313,668,178
Total employer contributions2022-12-312,150,576
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-312,045,658
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31360,785
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-312,045,658
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01582
Total number of active participants reported on line 7a of the Form 55002022-01-0194
Number of retired or separated participants receiving benefits2022-01-01226
Number of other retired or separated participants entitled to future benefits2022-01-01226
Total of all active and inactive participants2022-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0118
Total participants2022-01-01564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL 2021 401k membership
Market value of plan assets2021-12-3142,920,633
Acturial value of plan assets2021-12-3142,920,633
Funding target for retired participants and beneficiaries receiving payment2021-12-3120,748,437
Number of terminated vested participants2021-12-31254
Fundng target for terminated vested participants2021-12-3110,609,627
Active participant vested funding target2021-12-318,747,413
Number of active participants2021-12-31103
Total funding liabilities for active participants2021-12-318,747,413
Total participant count2021-12-31597
Total funding target for all participants2021-12-3140,105,477
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-312,314,427
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31743,708
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-311,570,719
Present value of excess contributions2021-12-31240
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31280
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31280
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,834,880
Total employer contributions2021-12-311,683,456
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,612,559
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31541,781
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-311,612,559
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01596
Total number of active participants reported on line 7a of the Form 55002021-01-0198
Number of retired or separated participants receiving benefits2021-01-01226
Number of other retired or separated participants entitled to future benefits2021-01-01244
Total of all active and inactive participants2021-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL 2020 401k membership
Market value of plan assets2020-12-3140,674,761
Acturial value of plan assets2020-12-3140,674,761
Funding target for retired participants and beneficiaries receiving payment2020-12-3119,786,597
Number of terminated vested participants2020-12-31247
Fundng target for terminated vested participants2020-12-318,975,703
Active participant vested funding target2020-12-3111,091,878
Number of active participants2020-12-31131
Total funding liabilities for active participants2020-12-3111,091,878
Total participant count2020-12-31613
Total funding target for all participants2020-12-3139,854,178
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-313,661,894
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-311,784,976
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-311,876,918
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-312,314,427
Total employer contributions2020-12-31404,901
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31378,834
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31512,221
Net shortfall amortization installment of oustanding balance2020-12-311,493,844
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,122,302
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31743,708
Additional cash requirement2020-12-31378,594
Contributions allocatedtoward minimum required contributions for current year2020-12-31378,834
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01612
Total number of active participants reported on line 7a of the Form 55002020-01-01103
Number of retired or separated participants receiving benefits2020-01-01226
Number of other retired or separated participants entitled to future benefits2020-01-01252
Total of all active and inactive participants2020-01-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0115
Total participants2020-01-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL 2019 401k membership
Market value of plan assets2019-12-3137,267,621
Acturial value of plan assets2019-12-3137,267,621
Funding target for retired participants and beneficiaries receiving payment2019-12-3117,663,672
Number of terminated vested participants2019-12-31234
Fundng target for terminated vested participants2019-12-318,116,753
Active participant vested funding target2019-12-3115,077,117
Number of active participants2019-12-31170
Total funding liabilities for active participants2019-12-3115,077,117
Total participant count2019-12-31631
Total funding target for all participants2019-12-3140,857,542
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-314,610,200
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31683,656
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-313,926,544
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-313,661,894
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31416,644
Net shortfall amortization installment of oustanding balance2019-12-317,251,815
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,784,976
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-311,784,976
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01632
Total number of active participants reported on line 7a of the Form 55002019-01-01131
Number of retired or separated participants receiving benefits2019-01-01222
Number of other retired or separated participants entitled to future benefits2019-01-01244
Total of all active and inactive participants2019-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0115
Total participants2019-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$56,808
Total income from all sources (including contributions)2022-12-31$-6,573,152
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,650,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,200,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,150,576
Value of total assets at end of year2022-12-31$34,622,474
Value of total assets at beginning of year2022-12-31$44,884,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$450,073
Total interest from all sources2022-12-31$-558
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$391,921
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$391,921
Administrative expenses professional fees incurred2022-12-31$10,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$471
Administrative expenses (other) incurred2022-12-31$387,035
Liabilities. Value of operating payables at end of year2022-12-31$18,143
Liabilities. Value of operating payables at beginning of year2022-12-31$56,808
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,223,297
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,604,331
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$44,827,628
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
Investment advisory and management fees2022-12-31$53,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$25,695,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,639,193
Value of interest in common/collective trusts at end of year2022-12-31$7,803,577
Value of interest in common/collective trusts at beginning of year2022-12-31$11,304,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$192,523
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$98,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$98,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,114,376
Net investment gain or loss from common/collective trusts2022-12-31$-3,001,186
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$2,150,576
Employer contributions (assets) at end of year2022-12-31$930,576
Employer contributions (assets) at beginning of year2022-12-31$841,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,200,072
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 name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$56,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$37,351
Total income from all sources (including contributions)2021-12-31$4,893,819
Total loss/gain on sale of assets2021-12-31$3
Total of all expenses incurred2021-12-31$2,992,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,574,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,683,456
Value of total assets at end of year2021-12-31$44,884,436
Value of total assets at beginning of year2021-12-31$42,963,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$417,593
Total interest from all sources2021-12-31$-107
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$535,998
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$535,998
Administrative expenses professional fees incurred2021-12-31$7,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$329,878
Liabilities. Value of operating payables at end of year2021-12-31$56,808
Liabilities. Value of operating payables at beginning of year2021-12-31$37,351
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$1,901,293
Value of net assets at end of year (total assets less liabilities)2021-12-31$44,827,628
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,926,335
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
Investment advisory and management fees2021-12-31$80,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,639,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,161,907
Value of interest in common/collective trusts at end of year2021-12-31$11,304,763
Value of interest in common/collective trusts at beginning of year2021-12-31$14,795,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$98,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$601,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$601,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,165,034
Net investment gain or loss from common/collective trusts2021-12-31$-490,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$1,683,456
Employer contributions (assets) at end of year2021-12-31$841,728
Employer contributions (assets) at beginning of year2021-12-31$404,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,574,933
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
Aggregate proceeds on sale of assets2021-12-31$3
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$37,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,145
Total income from all sources (including contributions)2020-12-31$6,883,277
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,610,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,089,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$404,901
Value of total assets at end of year2020-12-31$42,963,686
Value of total assets at beginning of year2020-12-31$40,674,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$520,636
Total interest from all sources2020-12-31$389
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$419,461
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$419,461
Administrative expenses professional fees incurred2020-12-31$12,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$415
Administrative expenses (other) incurred2020-12-31$395,727
Liabilities. Value of operating payables at end of year2020-12-31$37,351
Liabilities. Value of operating payables at beginning of year2020-12-31$21,145
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,272,719
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,926,335
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,653,616
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
Investment advisory and management fees2020-12-31$112,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,161,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,391,668
Value of interest in common/collective trusts at end of year2020-12-31$14,795,328
Value of interest in common/collective trusts at beginning of year2020-12-31$14,479,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$601,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$803,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$803,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,542,851
Net investment gain or loss from common/collective trusts2020-12-31$2,515,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$404,901
Employer contributions (assets) at end of year2020-12-31$404,901
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,089,922
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 name2020-12-31BAKER TILLEY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,145
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$8,200,361
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,814,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,281,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$40,674,761
Value of total assets at beginning of year2019-12-31$37,267,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$533,366
Total interest from all sources2019-12-31$17,732
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$409,890
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$409,890
Administrative expenses professional fees incurred2019-12-31$6,131
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$415
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,345
Administrative expenses (other) incurred2019-12-31$418,192
Liabilities. Value of operating payables at end of year2019-12-31$21,145
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,385,995
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,653,616
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,267,621
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
Investment advisory and management fees2019-12-31$109,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,391,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$14,479,652
Value of interest in common/collective trusts at beginning of year2019-12-31$35,489,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$803,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,776,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,776,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,466,777
Net investment gain or loss from common/collective trusts2019-12-31$6,305,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,281,000
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 name2019-12-31BAKER TILLEY US, LLP
Accountancy firm EIN2019-12-31390859910

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL

2022: RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

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