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ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 401k Plan overview

Plan NameASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN
Plan identification number 001

ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ASHTABULA COUNTY MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:ASHTABULA COUNTY MEDICAL CENTER
Employer identification number (EIN):340726081
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ASHTABULA COUNTY MEDICAL CENTER

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1902-02-26
Company Identification Number: 13667
Legal Registered Office Address: 2420 LAKE AVENUE
-
ASHTABULA
United States of America (USA)
44004

More information about ASHTABULA COUNTY MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01DONALD KEPNER DONALD KEPNER2018-04-13
0012015-07-01DONALD KEPNER DONALD KEPNER2017-04-17
0012014-07-01DONALD KEPNER DONALD KEPNER2016-04-15
0012013-07-01DONALD KEPNER DONALD KEPNER2015-04-14
0012012-07-01DONALD KEPNER DONALD KEPNER2014-04-15
0012011-07-01DONALD KEPNER DONALD KEPNER2013-04-13
0012009-07-01PHILIP PAWLOWSKI

Plan Statistics for ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN

401k plan membership statisitcs for ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN

Measure Date Value
2022: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-06-3045,881,406
Acturial value of plan assets2022-06-3045,881,406
Funding target for retired participants and beneficiaries receiving payment2022-06-3021,115,306
Number of terminated vested participants2022-06-30160
Fundng target for terminated vested participants2022-06-304,273,770
Active participant vested funding target2022-06-308,720,704
Number of active participants2022-06-30239
Total funding liabilities for active participants2022-06-308,847,173
Total participant count2022-06-30785
Total funding target for all participants2022-06-3034,236,249
Balance at beginning of prior year after applicable adjustments2022-06-302,090,494
Prefunding balance at beginning of prior year after applicable adjustments2022-06-307,545,718
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-302,090,494
Amount remaining of prefunding balance2022-06-307,545,718
Present value of excess contributions2022-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-3010,000
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-302,236,027
Balance of prefunding at beginning of current year2022-06-308,107,119
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30263,000
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01785
Total number of active participants reported on line 7a of the Form 55002021-07-01215
Number of retired or separated participants receiving benefits2021-07-01337
Number of other retired or separated participants entitled to future benefits2021-07-01160
Total of all active and inactive participants2021-07-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0143
Total participants2021-07-01755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3046,396,332
Acturial value of plan assets2021-06-3046,396,332
Funding target for retired participants and beneficiaries receiving payment2021-06-3021,828,817
Number of terminated vested participants2021-06-30157
Fundng target for terminated vested participants2021-06-304,225,634
Active participant vested funding target2021-06-3010,047,135
Number of active participants2021-06-30269
Total funding liabilities for active participants2021-06-3010,202,293
Total participant count2021-06-30813
Total funding target for all participants2021-06-3036,256,744
Balance at beginning of prior year after applicable adjustments2021-06-301,934,389
Prefunding balance at beginning of prior year after applicable adjustments2021-06-306,982,250
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-301,934,389
Amount remaining of prefunding balance2021-06-306,982,250
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-302,090,494
Balance of prefunding at beginning of current year2021-06-307,545,718
Total employer contributions2021-06-300
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30267,979
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01813
Total number of active participants reported on line 7a of the Form 55002020-07-01239
Number of retired or separated participants receiving benefits2020-07-01346
Number of other retired or separated participants entitled to future benefits2020-07-01158
Total of all active and inactive participants2020-07-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0142
Total participants2020-07-01785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3046,344,013
Acturial value of plan assets2020-06-3046,344,013
Funding target for retired participants and beneficiaries receiving payment2020-06-3022,525,721
Number of terminated vested participants2020-06-30149
Fundng target for terminated vested participants2020-06-303,798,077
Active participant vested funding target2020-06-3010,599,900
Number of active participants2020-06-30292
Total funding liabilities for active participants2020-06-3010,778,932
Total participant count2020-06-30842
Total funding target for all participants2020-06-3037,102,730
Balance at beginning of prior year after applicable adjustments2020-06-301,830,594
Prefunding balance at beginning of prior year after applicable adjustments2020-06-304,022,953
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-301,830,594
Amount remaining of prefunding balance2020-06-304,022,953
Present value of excess contributions2020-06-304,698,152
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-304,964,537
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-302,731,196
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-301,934,389
Balance of prefunding at beginning of current year2020-06-306,982,250
Total employer contributions2020-06-300
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30324,644
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01841
Total number of active participants reported on line 7a of the Form 55002019-07-01269
Number of retired or separated participants receiving benefits2019-07-01349
Number of other retired or separated participants entitled to future benefits2019-07-01154
Total of all active and inactive participants2019-07-01772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0141
Total participants2019-07-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3042,755,184
Acturial value of plan assets2019-06-3042,755,184
Funding target for retired participants and beneficiaries receiving payment2019-06-3021,397,886
Number of terminated vested participants2019-06-30155
Fundng target for terminated vested participants2019-06-303,944,787
Active participant vested funding target2019-06-3011,022,328
Number of active participants2019-06-30314
Total funding liabilities for active participants2019-06-3011,233,429
Total participant count2019-06-30868
Total funding target for all participants2019-06-3036,576,102
Balance at beginning of prior year after applicable adjustments2019-06-301,679,752
Prefunding balance at beginning of prior year after applicable adjustments2019-06-30933,340
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-301,679,752
Amount remaining of prefunding balance2019-06-30933,340
Present value of excess contributions2019-06-302,838,873
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-303,005,799
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-303,005,799
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-301,830,594
Balance of prefunding at beginning of current year2019-06-304,022,953
Total employer contributions2019-06-304,940,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-304,698,152
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30320,743
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-304,698,152
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01868
Total number of active participants reported on line 7a of the Form 55002018-07-01292
Number of retired or separated participants receiving benefits2018-07-01360
Number of other retired or separated participants entitled to future benefits2018-07-01148
Total of all active and inactive participants2018-07-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0141
Total participants2018-07-01841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3039,665,891
Acturial value of plan assets2018-06-3039,665,891
Funding target for retired participants and beneficiaries receiving payment2018-06-3020,983,456
Number of terminated vested participants2018-06-30159
Fundng target for terminated vested participants2018-06-303,790,040
Active participant vested funding target2018-06-3011,478,570
Number of active participants2018-06-30349
Total funding liabilities for active participants2018-06-3011,788,862
Total participant count2018-06-30905
Total funding target for all participants2018-06-3036,562,358
Balance at beginning of prior year after applicable adjustments2018-06-301,504,076
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30835,727
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-301,504,076
Amount remaining of prefunding balance2018-06-30835,727
Present value of excess contributions2018-06-303,852,839
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-304,087,092
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-301,679,752
Balance of prefunding at beginning of current year2018-06-30933,340
Total employer contributions2018-06-303,474,652
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-303,287,985
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30939,553
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30449,112
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30449,112
Contributions allocatedtoward minimum required contributions for current year2018-06-303,287,985
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01905
Total number of active participants reported on line 7a of the Form 55002017-07-01314
Number of retired or separated participants receiving benefits2017-07-01358
Number of other retired or separated participants entitled to future benefits2017-07-01154
Total of all active and inactive participants2017-07-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0142
Total participants2017-07-01868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3033,922,256
Acturial value of plan assets2017-06-3033,922,256
Funding target for retired participants and beneficiaries receiving payment2017-06-3020,187,732
Number of terminated vested participants2017-06-30158
Fundng target for terminated vested participants2017-06-303,577,720
Active participant vested funding target2017-06-3012,157,598
Number of active participants2017-06-30372
Total funding liabilities for active participants2017-06-3012,537,900
Total participant count2017-06-30924
Total funding target for all participants2017-06-3036,303,352
Balance at beginning of prior year after applicable adjustments2017-06-301,553,798
Prefunding balance at beginning of prior year after applicable adjustments2017-06-30863,354
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-301,553,798
Amount remaining of prefunding balance2017-06-30863,354
Present value of excess contributions2017-06-30733,272
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30779,248
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-301,504,076
Balance of prefunding at beginning of current year2017-06-30835,727
Total employer contributions2017-06-305,560,813
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-305,192,374
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30559,532
Net shortfall amortization installment of oustanding balance2017-06-304,720,899
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-301,339,535
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-301,339,535
Contributions allocatedtoward minimum required contributions for current year2017-06-305,192,374
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01924
Total number of active participants reported on line 7a of the Form 55002016-07-01355
Number of retired or separated participants receiving benefits2016-07-01350
Number of other retired or separated participants entitled to future benefits2016-07-01161
Total of all active and inactive participants2016-07-01866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0139
Total participants2016-07-01905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01947
Total number of active participants reported on line 7a of the Form 55002015-07-01378
Number of retired or separated participants receiving benefits2015-07-01351
Number of other retired or separated participants entitled to future benefits2015-07-01160
Total of all active and inactive participants2015-07-01889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0135
Total participants2015-07-01924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,161
Total number of active participants reported on line 7a of the Form 55002014-07-01394
Number of retired or separated participants receiving benefits2014-07-01365
Number of other retired or separated participants entitled to future benefits2014-07-01161
Total of all active and inactive participants2014-07-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0127
Total participants2014-07-01947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,178
Total number of active participants reported on line 7a of the Form 55002013-07-01429
Number of retired or separated participants receiving benefits2013-07-01345
Number of other retired or separated participants entitled to future benefits2013-07-01359
Total of all active and inactive participants2013-07-011,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0128
Total participants2013-07-011,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,256
Total number of active participants reported on line 7a of the Form 55002012-07-01452
Number of retired or separated participants receiving benefits2012-07-01317
Number of other retired or separated participants entitled to future benefits2012-07-01384
Total of all active and inactive participants2012-07-011,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0125
Total participants2012-07-011,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,267
Total number of active participants reported on line 7a of the Form 55002011-07-01491
Number of retired or separated participants receiving benefits2011-07-01291
Number of other retired or separated participants entitled to future benefits2011-07-01447
Total of all active and inactive participants2011-07-011,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0127
Total participants2011-07-011,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-01146
2009: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,295
Total number of active participants reported on line 7a of the Form 55002009-07-01555
Number of retired or separated participants receiving benefits2009-07-01247
Number of other retired or separated participants entitled to future benefits2009-07-01450
Total of all active and inactive participants2009-07-011,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0125
Total participants2009-07-011,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0195

Financial Data on ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN

Measure Date Value
2022 : ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-109,436
Total unrealized appreciation/depreciation of assets2022-06-30$-109,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$25,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$30,184
Total income from all sources (including contributions)2022-06-30$-6,291,650
Total loss/gain on sale of assets2022-06-30$-316,141
Total of all expenses incurred2022-06-30$3,759,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$3,527,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$0
Value of total assets at end of year2022-06-30$35,855,472
Value of total assets at beginning of year2022-06-30$45,911,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$231,353
Total interest from all sources2022-06-30$1,113
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,853,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,800,755
Administrative expenses professional fees incurred2022-06-30$31,212
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$5,914
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$22,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$35,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$25,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$30,184
Other income not declared elsewhere2022-06-30$114,169
Administrative expenses (other) incurred2022-06-30$68,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-10,050,999
Value of net assets at end of year (total assets less liabilities)2022-06-30$35,830,407
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$45,881,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$657,280
Assets. partnership/joint venture interests at beginning of year2022-06-30$519,367
Investment advisory and management fees2022-06-30$95,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$34,276,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$42,867,472
Interest earned on other investments2022-06-30$1,099
Income. Interest from corporate debt instruments2022-06-30$-177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$188,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-7,835,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Income. Dividends from common stock2022-06-30$53,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$3,527,996
Contract administrator fees2022-06-30$35,734
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$711,064
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$2,483,053
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$11,077,110
Aggregate carrying amount (costs) on sale of assets2022-06-30$11,393,251
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2022-06-30410746749
2021 : ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$606,499
Total unrealized appreciation/depreciation of assets2021-06-30$606,499
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$30,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$26,930
Total income from all sources (including contributions)2021-06-30$3,323,280
Total loss/gain on sale of assets2021-06-30$168,144
Total of all expenses incurred2021-06-30$3,838,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$3,573,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$0
Value of total assets at end of year2021-06-30$45,911,590
Value of total assets at beginning of year2021-06-30$46,423,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$264,592
Total interest from all sources2021-06-30$117
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,667,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,596,192
Administrative expenses professional fees incurred2021-06-30$40,583
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-06-30$5,914
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-06-30$2,091
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$35,784
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$27,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$30,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$26,930
Administrative expenses (other) incurred2021-06-30$68,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-514,926
Value of net assets at end of year (total assets less liabilities)2021-06-30$45,881,406
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$46,396,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$519,367
Assets. partnership/joint venture interests at beginning of year2021-06-30$417,540
Investment advisory and management fees2021-06-30$103,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$42,867,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$44,075,846
Interest earned on other investments2021-06-30$117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$881,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Income. Dividends from common stock2021-06-30$70,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$3,573,614
Contract administrator fees2021-06-30$51,941
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$2,483,053
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$1,900,408
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$988,908
Aggregate carrying amount (costs) on sale of assets2021-06-30$820,764
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2021-06-30410746749
2020 : ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$26,930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$21,268
Total income from all sources (including contributions)2020-06-30$3,574,464
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$3,544,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,277,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$0
Value of total assets at end of year2020-06-30$46,423,262
Value of total assets at beginning of year2020-06-30$46,387,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$266,577
Total interest from all sources2020-06-30$147,595
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,296,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,032,001
Administrative expenses professional fees incurred2020-06-30$20,857
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-06-30$2,091
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-06-30$4,481
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$27,377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$74,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$26,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$21,268
Other income not declared elsewhere2020-06-30$491
Administrative expenses (other) incurred2020-06-30$68,902
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$-179,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$30,087
Value of net assets at end of year (total assets less liabilities)2020-06-30$46,396,332
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$46,366,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$417,540
Assets. partnership/joint venture interests at beginning of year2020-06-30$1,087,855
Investment advisory and management fees2020-06-30$129,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$44,075,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$35,153,370
Interest earned on other investments2020-06-30$6,878
Income. Interest from US Government securities2020-06-30$53,273
Income. Interest from corporate debt instruments2020-06-30$87,444
Asset value of US Government securities at end of year2020-06-30$0
Asset value of US Government securities at beginning of year2020-06-30$3,064,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$2,129,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$2,470,000
Income. Dividends from common stock2020-06-30$264,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,277,800
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$3,010,363
Contract administrator fees2020-06-30$47,406
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$1,900,408
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$1,701,722
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2020-06-30410746749
2019 : ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$233,035
Total unrealized appreciation/depreciation of assets2019-06-30$233,035
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$21,268
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$17,581
Total income from all sources (including contributions)2019-06-30$9,744,417
Total loss/gain on sale of assets2019-06-30$-318,834
Total of all expenses incurred2019-06-30$3,685,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$3,375,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$7,410,000
Value of total assets at end of year2019-06-30$46,387,513
Value of total assets at beginning of year2019-06-30$40,325,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$310,702
Total interest from all sources2019-06-30$177,110
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,411,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$1,123,281
Administrative expenses professional fees incurred2019-06-30$30,089
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-06-30$4,481
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-06-30$21,432
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$74,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$80,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$21,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$17,581
Other income not declared elsewhere2019-06-30$18,700
Administrative expenses (other) incurred2019-06-30$68,232
Total non interest bearing cash at end of year2019-06-30$-179,176
Total non interest bearing cash at beginning of year2019-06-30$-179,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$6,058,420
Value of net assets at end of year (total assets less liabilities)2019-06-30$46,366,245
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$40,307,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$1,087,855
Assets. partnership/joint venture interests at beginning of year2019-06-30$2,492,142
Investment advisory and management fees2019-06-30$163,804
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$35,153,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$16,658,757
Interest earned on other investments2019-06-30$8,254
Income. Interest from US Government securities2019-06-30$63,925
Income. Interest from corporate debt instruments2019-06-30$104,931
Asset value of US Government securities at end of year2019-06-30$3,064,660
Asset value of US Government securities at beginning of year2019-06-30$1,550,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$812,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$7,410,000
Employer contributions (assets) at end of year2019-06-30$2,470,000
Employer contributions (assets) at beginning of year2019-06-30$0
Income. Dividends from common stock2019-06-30$288,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$3,375,295
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$3,010,363
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$2,527,270
Contract administrator fees2019-06-30$48,577
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$1,701,722
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$17,174,311
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$27,625,043
Aggregate carrying amount (costs) on sale of assets2019-06-30$27,943,877
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2019-06-30410746749
2018 : ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$2,026,602
Total unrealized appreciation/depreciation of assets2018-06-30$2,026,602
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$17,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$192,792
Total income from all sources (including contributions)2018-06-30$8,277,656
Total loss/gain on sale of assets2018-06-30$365,608
Total of all expenses incurred2018-06-30$3,780,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$3,257,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$4,940,000
Value of total assets at end of year2018-06-30$40,325,406
Value of total assets at beginning of year2018-06-30$36,003,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$523,373
Total interest from all sources2018-06-30$110,574
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$829,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$422,037
Administrative expenses professional fees incurred2018-06-30$30,031
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-06-30$21,432
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$80,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$63,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$17,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$192,792
Other income not declared elsewhere2018-06-30$5,686
Administrative expenses (other) incurred2018-06-30$269,367
Total non interest bearing cash at end of year2018-06-30$-179,408
Total non interest bearing cash at beginning of year2018-06-30$113,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$4,497,213
Value of net assets at end of year (total assets less liabilities)2018-06-30$40,307,825
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$35,810,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$2,492,142
Assets. partnership/joint venture interests at beginning of year2018-06-30$2,013,884
Investment advisory and management fees2018-06-30$172,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$16,658,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$8,696,445
Income. Interest from US Government securities2018-06-30$31,649
Income. Interest from corporate debt instruments2018-06-30$78,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2018-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-06-30$0
Asset value of US Government securities at end of year2018-06-30$1,550,468
Asset value of US Government securities at beginning of year2018-06-30$1,810,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$4,940,000
Income. Dividends from common stock2018-06-30$407,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$3,257,070
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$2,527,270
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$2,033,472
Contract administrator fees2018-06-30$51,175
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$17,174,311
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$21,271,866
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$31,682,389
Aggregate carrying amount (costs) on sale of assets2018-06-30$31,316,781
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2018-06-30410746749
2017 : ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$1,773,653
Total unrealized appreciation/depreciation of assets2017-06-30$1,773,653
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$192,792
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$6,399,280
Total loss/gain on sale of assets2017-06-30$827,976
Total of all expenses incurred2017-06-30$3,530,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,835,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,625,944
Value of total assets at end of year2017-06-30$36,003,404
Value of total assets at beginning of year2017-06-30$32,941,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$695,102
Total interest from all sources2017-06-30$207,651
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$456,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$121,085
Administrative expenses professional fees incurred2017-06-30$27,356
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-06-30$542,149
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$63,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$81,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$192,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$27,995
Administrative expenses (other) incurred2017-06-30$489,556
Total non interest bearing cash at end of year2017-06-30$113,200
Total non interest bearing cash at beginning of year2017-06-30$55,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,868,638
Value of net assets at end of year (total assets less liabilities)2017-06-30$35,810,612
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$32,941,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$2,013,884
Assets. partnership/joint venture interests at beginning of year2017-06-30$0
Investment advisory and management fees2017-06-30$148,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$8,696,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,633,192
Interest earned on other investments2017-06-30$4,226
Income. Interest from US Government securities2017-06-30$80,985
Income. Interest from corporate debt instruments2017-06-30$122,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$29
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$29
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$-32
Assets. Value of investments in 103.12 investment entities at end of year2017-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Asset value of US Government securities at end of year2017-06-30$1,810,798
Asset value of US Government securities at beginning of year2017-06-30$3,558,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$479,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$2,625,944
Income. Dividends from preferred stock2017-06-30$8,154
Income. Dividends from common stock2017-06-30$327,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$2,835,540
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$2,033,472
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$6,900,627
Contract administrator fees2017-06-30$30,074
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$21,271,866
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$17,169,660
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$29,915,057
Aggregate carrying amount (costs) on sale of assets2017-06-30$29,087,081
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2017-06-30410746749
2016 : ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$18,112
Total unrealized appreciation/depreciation of assets2016-06-30$18,112
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$515,532
Total loss/gain on sale of assets2016-06-30$-1,502,730
Total of all expenses incurred2016-06-30$3,583,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$3,023,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,738,680
Value of total assets at end of year2016-06-30$32,941,974
Value of total assets at beginning of year2016-06-30$36,009,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$559,838
Total interest from all sources2016-06-30$321,883
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$418,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$112,599
Administrative expenses professional fees incurred2016-06-30$20,551
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-06-30$542,149
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-06-30$18,686,483
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$38,768
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$81,869
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Administrative expenses (other) incurred2016-06-30$217,179
Total non interest bearing cash at end of year2016-06-30$55,846
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-3,067,813
Value of net assets at end of year (total assets less liabilities)2016-06-30$32,941,974
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$36,009,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$270,174
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,633,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,100,297
Interest earned on other investments2016-06-30$8,446
Income. Interest from US Government securities2016-06-30$102,445
Income. Interest from corporate debt instruments2016-06-30$210,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$29
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$56
Assets. Value of investments in 103.12 investment entities at end of year2016-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-06-30$4,134,302
Asset value of US Government securities at end of year2016-06-30$3,558,602
Asset value of US Government securities at beginning of year2016-06-30$235,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-478,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,738,680
Income. Dividends from preferred stock2016-06-30$22,475
Income. Dividends from common stock2016-06-30$282,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$3,023,507
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$6,900,627
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$6,814,705
Contract administrator fees2016-06-30$51,934
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$17,169,660
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$26,716,519
Aggregate carrying amount (costs) on sale of assets2016-06-30$28,219,249
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTON LARSON ALLEN
Accountancy firm EIN2016-06-30410746749
2015 : ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$4,124,334
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$7,832,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$7,306,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,524,303
Value of total assets at end of year2015-06-30$36,009,787
Value of total assets at beginning of year2015-06-30$39,717,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$525,352
Total interest from all sources2015-06-30$38,768
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$23,493
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-06-30$18,686,483
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$38,768
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$0
Administrative expenses (other) incurred2015-06-30$213,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-3,707,919
Value of net assets at end of year (total assets less liabilities)2015-06-30$36,009,787
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$39,717,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$208,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$6,100,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$0
Income. Interest from US Government securities2015-06-30$38,768
Assets. Value of investments in 103.12 investment entities at end of year2015-06-30$4,134,302
Assets. Value of investments in 103.12 investment entities at beginning of year2015-06-30$39,717,706
Asset value of US Government securities at end of year2015-06-30$235,232
Asset value of US Government securities at beginning of year2015-06-30$0
Net investment gain or loss from common/collective trusts2015-06-30$-381,541
Net gain/loss from 103.12 investment entities2015-06-30$1,942,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$2,524,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$7,306,901
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$6,814,705
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$0
Contract administrator fees2015-06-30$80,073
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30BRUNER COX LLP
Accountancy firm EIN2015-06-30340641962
2014 : ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$7,328,398
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$2,322,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,820,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,365,532
Value of total assets at end of year2014-06-30$39,717,706
Value of total assets at beginning of year2014-06-30$34,712,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$502,562
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$20,809
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Administrative expenses (other) incurred2014-06-30$155,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$5,005,532
Value of net assets at end of year (total assets less liabilities)2014-06-30$39,717,706
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$34,712,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$260,736
Assets. Value of investments in 103.12 investment entities at end of year2014-06-30$39,717,706
Assets. Value of investments in 103.12 investment entities at beginning of year2014-06-30$34,712,174
Net gain/loss from 103.12 investment entities2014-06-30$5,962,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,365,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,820,304
Contract administrator fees2014-06-30$65,854
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BRUNER COX LLP
Accountancy firm EIN2014-06-30340641962
2013 : ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$5,381,106
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$2,226,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,807,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,078,000
Value of total assets at end of year2013-06-30$34,712,174
Value of total assets at beginning of year2013-06-30$31,557,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$418,797
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$9,564
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Administrative expenses (other) incurred2013-06-30$133,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$3,154,979
Value of net assets at end of year (total assets less liabilities)2013-06-30$34,712,174
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$31,557,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$204,033
Assets. Value of investments in 103.12 investment entities at end of year2013-06-30$34,712,174
Assets. Value of investments in 103.12 investment entities at beginning of year2013-06-30$31,557,195
Net gain/loss from 103.12 investment entities2013-06-30$4,303,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,078,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,807,330
Contract administrator fees2013-06-30$72,113
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BRUNER COX LLP
Accountancy firm EIN2013-06-30340641962
2012 : ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,448,749
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,004,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,557,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,225,000
Value of total assets at end of year2012-06-30$31,557,195
Value of total assets at beginning of year2012-06-30$32,112,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$446,676
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$12,951
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Administrative expenses (other) incurred2012-06-30$94,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-555,419
Value of net assets at end of year (total assets less liabilities)2012-06-30$31,557,195
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$32,112,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$262,362
Assets. Value of investments in 103.12 investment entities at end of year2012-06-30$31,557,195
Assets. Value of investments in 103.12 investment entities at beginning of year2012-06-30$32,112,614
Net gain/loss from 103.12 investment entities2012-06-30$223,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,225,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,557,492
Contract administrator fees2012-06-30$76,843
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BRUNER COX LLP
Accountancy firm EIN2012-06-30340641962
2011 : ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$6,138,711
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,916,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,499,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$150,000
Value of total assets at end of year2011-06-30$32,112,614
Value of total assets at beginning of year2011-06-30$27,890,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$417,413
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$2,606
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Administrative expenses (other) incurred2011-06-30$97,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,221,714
Value of net assets at end of year (total assets less liabilities)2011-06-30$32,112,614
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$27,890,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$248,617
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$32,112,614
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$27,890,900
Net gain/loss from 103.12 investment entities2011-06-30$5,988,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,499,584
Contract administrator fees2011-06-30$68,980
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BRUNER COX LLP
Accountancy firm EIN2011-06-30340641962
2010 : ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN

2021: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: ASHTABULA COUNTY MEDICAL CENTER RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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