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MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameMIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN
Plan identification number 001

MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

MIDWEST HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MIDWEST HEALTH SERVICES, INC.
Employer identification number (EIN):341876897
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about MIDWEST HEALTH SERVICES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1998-11-05
Company Identification Number: 1040940
Legal Registered Office Address: 11 LINCOLN WAY W
SUITE 5A
MASSILLON
United States of America (USA)
44647

More information about MIDWEST HEALTH SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MAREA A ULLMAN
0012023-01-01
0012023-01-01MAREA A ULLMAN
0012022-01-01
0012022-01-01MAREA A ULLMAN
0012021-01-01
0012021-01-01MAREA ULLMAN
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MAREA ULLMAN
0012016-01-01MAREA ULLMAN
0012015-01-01TOM RICKELS
0012014-01-01TOM RICKELS
0012013-01-01TOM RICKELS
0012012-01-01TOM RICKELS
0012011-01-01JOSEPH B. KNETZER
0012010-01-01JOSEPH B. KNETZER
0012009-01-01JOSEPH B. KNETZER
0012009-01-01JOSEPH B. KNETZER

Plan Statistics for MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN

Measure Date Value
2023: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01700
Total number of active participants reported on line 7a of the Form 55002023-01-01644
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0116
Total of all active and inactive participants2023-01-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01660
Number of participants with account balances2023-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-017
2022: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01854
Total number of active participants reported on line 7a of the Form 55002022-01-01667
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01717
Number of participants with account balances2022-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0178
2021: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01728
Total number of active participants reported on line 7a of the Form 55002021-01-01420
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01473
Number of participants with account balances2021-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01244
2020: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,758
Total number of active participants reported on line 7a of the Form 55002020-01-01679
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01721
Number of participants with account balances2020-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,221
Total number of active participants reported on line 7a of the Form 55002019-01-011,710
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-011,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,750
Number of participants with account balances2019-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01781
Total number of active participants reported on line 7a of the Form 55002018-01-011,195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-011,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,221
Number of participants with account balances2018-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01909
Total number of active participants reported on line 7a of the Form 55002017-01-01750
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01781
Total participants2017-01-01781
Number of participants with account balances2017-01-01100
2016: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01709
Total number of active participants reported on line 7a of the Form 55002016-01-01874
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01909
Number of participants with account balances2016-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01788
Total number of active participants reported on line 7a of the Form 55002015-01-01683
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01709
Number of participants with account balances2015-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01733
Total number of active participants reported on line 7a of the Form 55002014-01-01776
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01788
Number of participants with account balances2014-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01640
Total number of active participants reported on line 7a of the Form 55002013-01-01720
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01733
Number of participants with account balances2013-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01240
2012: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01559
Total number of active participants reported on line 7a of the Form 55002012-01-01614
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01631
Number of participants with account balances2012-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01280
2011: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01409
Total number of active participants reported on line 7a of the Form 55002011-01-01354
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01430
Number of participants with account balances2011-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01382
Total number of active participants reported on line 7a of the Form 55002010-01-01332
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0169
Total of all active and inactive participants2010-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01401
Number of participants with account balances2010-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01310
Total number of active participants reported on line 7a of the Form 55002009-01-01318
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01382
Number of participants with account balances2009-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN

Measure Date Value
2023 : MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$609,451
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,231,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,210,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$296,080
Value of total assets at end of year2023-12-31$2,197,117
Value of total assets at beginning of year2023-12-31$3,819,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$21,650
Total interest from all sources2023-12-31$3,602
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$53,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$53,417
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$191,867
Participant contributions at end of year2023-12-31$83,460
Participant contributions at beginning of year2023-12-31$78,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-1,622,346
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,197,117
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,819,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$4,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,947,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,631,375
Interest on participant loans2023-12-31$3,602
Value of interest in common/collective trusts at end of year2023-12-31$166,439
Value of interest in common/collective trusts at beginning of year2023-12-31$2,109,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$251,306
Net investment gain or loss from common/collective trusts2023-12-31$5,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$104,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,210,147
Contract administrator fees2023-12-31$12,261
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BRADY, WARE & SCHOENFELD, INC.
Accountancy firm EIN2023-12-31351476702
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$609,451
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,231,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,210,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$296,080
Value of total assets at end of year2023-01-01$2,197,117
Value of total assets at beginning of year2023-01-01$3,819,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$21,650
Total interest from all sources2023-01-01$3,602
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$53,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$53,417
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$191,867
Participant contributions at end of year2023-01-01$83,460
Participant contributions at beginning of year2023-01-01$78,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-1,622,346
Value of net assets at end of year (total assets less liabilities)2023-01-01$2,197,117
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$3,819,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$4,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$1,947,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$1,631,375
Interest on participant loans2023-01-01$3,602
Value of interest in common/collective trusts at end of year2023-01-01$166,439
Value of interest in common/collective trusts at beginning of year2023-01-01$2,109,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$251,306
Net investment gain or loss from common/collective trusts2023-01-01$5,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$104,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,210,147
Contract administrator fees2023-01-01$12,261
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BRADY, WARE & SCHOENFELD, INC.
Accountancy firm EIN2023-01-01351476702
2022 : MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-26,703
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$292,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$262,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$303,330
Value of total assets at end of year2022-12-31$3,819,463
Value of total assets at beginning of year2022-12-31$4,138,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,490
Total interest from all sources2022-12-31$3,270
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$100,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$100,569
Administrative expenses professional fees incurred2022-12-31$890
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$196,384
Participant contributions at end of year2022-12-31$78,310
Participant contributions at beginning of year2022-12-31$80,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-318,762
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,819,463
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,138,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$4,291
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,631,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,046,050
Interest on participant loans2022-12-31$3,270
Value of interest in common/collective trusts at end of year2022-12-31$2,109,778
Value of interest in common/collective trusts at beginning of year2022-12-31$2,011,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-440,372
Net investment gain or loss from common/collective trusts2022-12-31$6,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$106,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$262,569
Contract administrator fees2022-12-31$24,309
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BRADY, WARE & SCHOENFELD, INC.
Accountancy firm EIN2022-12-31351476702
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-26,703
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$292,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$262,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$303,330
Value of total assets at end of year2022-01-01$3,819,463
Value of total assets at beginning of year2022-01-01$4,138,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$29,490
Total interest from all sources2022-01-01$3,270
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$100,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$100,569
Administrative expenses professional fees incurred2022-01-01$890
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$196,384
Participant contributions at end of year2022-01-01$78,310
Participant contributions at beginning of year2022-01-01$80,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-318,762
Value of net assets at end of year (total assets less liabilities)2022-01-01$3,819,463
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$4,138,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$4,291
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$1,631,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$2,046,050
Interest on participant loans2022-01-01$3,270
Value of interest in common/collective trusts at end of year2022-01-01$2,109,778
Value of interest in common/collective trusts at beginning of year2022-01-01$2,011,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-440,372
Net investment gain or loss from common/collective trusts2022-01-01$6,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$106,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$262,569
Contract administrator fees2022-01-01$24,309
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BRADY, WARE & SCHOENFELD, INC.
Accountancy firm EIN2022-01-01351476702
2021 : MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$680,147
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$827,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$796,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$372,081
Value of total assets at end of year2021-12-31$4,138,225
Value of total assets at beginning of year2021-12-31$4,285,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$30,950
Total interest from all sources2021-12-31$5,248
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$154,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$154,557
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$232,092
Participant contributions at end of year2021-12-31$80,351
Participant contributions at beginning of year2021-12-31$131,575
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$14,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-147,350
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,138,225
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,285,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,046,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,127,699
Interest on participant loans2021-12-31$5,248
Value of interest in common/collective trusts at end of year2021-12-31$2,011,824
Value of interest in common/collective trusts at beginning of year2021-12-31$2,026,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$130,212
Net investment gain or loss from common/collective trusts2021-12-31$18,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$125,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$796,547
Contract administrator fees2021-12-31$30,950
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BRADY, WARE & SCHOENFELD, INC.
Accountancy firm EIN2021-12-31351476702
2020 : MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$445,526
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$158,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$132,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$363,587
Value of total assets at end of year2020-12-31$4,285,575
Value of total assets at beginning of year2020-12-31$3,998,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,321
Total interest from all sources2020-12-31$6,404
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$114,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$114,757
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$239,089
Participant contributions at end of year2020-12-31$131,575
Participant contributions at beginning of year2020-12-31$104,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$286,787
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,285,575
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,998,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,127,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,889,981
Interest on participant loans2020-12-31$6,404
Value of interest in common/collective trusts at end of year2020-12-31$2,026,301
Value of interest in common/collective trusts at beginning of year2020-12-31$4,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-58,414
Net investment gain or loss from common/collective trusts2020-12-31$19,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$124,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$132,418
Contract administrator fees2020-12-31$26,321
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BRADY, WARE & SCHOENFELD, INC.
Accountancy firm EIN2020-12-31351476702
2019 : MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-69
Total unrealized appreciation/depreciation of assets2019-12-31$-69
Total transfer of assets to this plan2019-12-31$1,937
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$960,127
Total loss/gain on sale of assets2019-12-31$15,567
Total of all expenses incurred2019-12-31$85,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$61,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$327,252
Value of total assets at end of year2019-12-31$3,998,788
Value of total assets at beginning of year2019-12-31$3,122,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,036
Total interest from all sources2019-12-31$4,665
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$429,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$429,014
Administrative expenses professional fees incurred2019-12-31$24,036
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$208,282
Participant contributions at end of year2019-12-31$104,029
Participant contributions at beginning of year2019-12-31$85,767
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$874,816
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,998,788
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,122,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,889,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,031,459
Interest on participant loans2019-12-31$4,665
Value of interest in common/collective trusts at end of year2019-12-31$4,778
Value of interest in common/collective trusts at beginning of year2019-12-31$4,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$183,584
Net investment gain or loss from common/collective trusts2019-12-31$114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$114,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$61,275
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$164,315
Aggregate carrying amount (costs) on sale of assets2019-12-31$148,748
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BRADY WARE & COMPANY
Accountancy firm EIN2019-12-31351476702
2018 : MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$65,450
Total loss/gain on sale of assets2018-12-31$-6,604
Total of all expenses incurred2018-12-31$271,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$248,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$298,554
Value of total assets at end of year2018-12-31$3,122,035
Value of total assets at beginning of year2018-12-31$3,328,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,057
Total interest from all sources2018-12-31$2,765
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$182,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$182,740
Administrative expenses professional fees incurred2018-12-31$23,057
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$191,730
Participant contributions at end of year2018-12-31$85,767
Participant contributions at beginning of year2018-12-31$61,135
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-206,548
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,122,035
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,328,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,031,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,262,959
Interest on participant loans2018-12-31$2,765
Value of interest in common/collective trusts at end of year2018-12-31$4,809
Value of interest in common/collective trusts at beginning of year2018-12-31$4,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-412,096
Net investment gain or loss from common/collective trusts2018-12-31$91
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$104,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$248,941
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$377,330
Aggregate carrying amount (costs) on sale of assets2018-12-31$383,934
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BRADY WARE & COMPANY
Accountancy firm EIN2018-12-31351476702
2017 : MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-47
Total unrealized appreciation/depreciation of assets2017-12-31$-47
Total income from all sources (including contributions)2017-12-31$754,033
Total loss/gain on sale of assets2017-12-31$22,737
Total of all expenses incurred2017-12-31$176,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$155,915
Value of total corrective distributions2017-12-31$18
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$273,587
Value of total assets at end of year2017-12-31$3,328,583
Value of total assets at beginning of year2017-12-31$2,751,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,663
Total interest from all sources2017-12-31$2,904
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$131,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$131,778
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$174,578
Participant contributions at end of year2017-12-31$61,135
Participant contributions at beginning of year2017-12-31$74,117
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$577,437
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,328,583
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,751,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$20,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,262,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,672,581
Interest on participant loans2017-12-31$2,904
Value of interest in common/collective trusts at end of year2017-12-31$4,489
Value of interest in common/collective trusts at beginning of year2017-12-31$4,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$323,005
Net investment gain or loss from common/collective trusts2017-12-31$69
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$94,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$155,915
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$316,258
Aggregate carrying amount (costs) on sale of assets2017-12-31$293,521
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BRADY WARE & COMPANY
Accountancy firm EIN2017-12-31351476702
2016 : MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$499,592
Total loss/gain on sale of assets2016-12-31$-16,513
Total of all expenses incurred2016-12-31$374,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$357,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$316,917
Value of total assets at end of year2016-12-31$2,751,146
Value of total assets at beginning of year2016-12-31$2,626,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,315
Total interest from all sources2016-12-31$2,873
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$108,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$108,711
Administrative expenses professional fees incurred2016-12-31$17,315
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$180,231
Participant contributions at end of year2016-12-31$74,117
Participant contributions at beginning of year2016-12-31$116,821
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$32,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$125,078
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,751,146
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,626,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,672,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,509,242
Interest on participant loans2016-12-31$2,873
Value of interest in common/collective trusts at end of year2016-12-31$4,448
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$87,540
Net investment gain or loss from common/collective trusts2016-12-31$64
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$103,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$357,199
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$597,049
Aggregate carrying amount (costs) on sale of assets2016-12-31$613,562
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BRADY WARE & COMPANY
Accountancy firm EIN2016-12-31351476702
2015 : MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$288,137
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$184,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$142,125
Expenses. Certain deemed distributions of participant loans2015-12-31$7,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$287,953
Value of total assets at end of year2015-12-31$2,626,068
Value of total assets at beginning of year2015-12-31$2,522,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,879
Total interest from all sources2015-12-31$3,245
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$633
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$188,121
Participant contributions at end of year2015-12-31$116,821
Participant contributions at beginning of year2015-12-31$79,039
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$16,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$103,861
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,626,068
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,522,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$18,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,509,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,008
Interest on participant loans2015-12-31$3,245
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$2,436,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$99,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$142,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BRADY WARE & COMPANY
Accountancy firm EIN2015-12-31351476702
2014 : MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$391,442
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$52,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$25,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$268,612
Value of total assets at end of year2014-12-31$2,522,207
Value of total assets at beginning of year2014-12-31$2,183,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,142
Total interest from all sources2014-12-31$2,395
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,688
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$172,567
Participant contributions at end of year2014-12-31$79,039
Participant contributions at beginning of year2014-12-31$53,634
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$338,639
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,522,207
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,183,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,964,723
Interest on participant loans2014-12-31$2,395
Value of interest in common/collective trusts at end of year2014-12-31$2,436,600
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$165,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$73,496
Net investment gain or loss from common/collective trusts2014-12-31$39,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$89,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$25,661
Contract administrator fees2014-12-31$27,142
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BRADY WARE & COMPANY
Accountancy firm EIN2014-12-31351476702
2013 : MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$800,834
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$170,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$121,708
Expenses. Certain deemed distributions of participant loans2013-12-31$15,259
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$490,620
Value of total assets at end of year2013-12-31$2,183,568
Value of total assets at beginning of year2013-12-31$1,552,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,127
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$6,858
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$53,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$53,020
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$153,860
Participant contributions at end of year2013-12-31$53,634
Participant contributions at beginning of year2013-12-31$47,302
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$256,965
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$4,502
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$630,740
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,183,568
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,552,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,964,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,367,657
Interest on participant loans2013-12-31$1,688
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$5,170
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$165,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$137,869
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$245,834
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$79,795
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$121,708
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$33,127
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BRADY WARE & SCHOENFIELD, INC.
Accountancy firm EIN2013-12-31351476702
2012 : MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$390,037
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$187,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$173,779
Expenses. Certain deemed distributions of participant loans2012-12-31$4,332
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$246,128
Value of total assets at end of year2012-12-31$1,552,828
Value of total assets at beginning of year2012-12-31$1,350,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,362
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$34,507
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$153,252
Participant contributions at end of year2012-12-31$47,302
Participant contributions at beginning of year2012-12-31$42,374
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$4,075
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,847
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$202,564
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,552,828
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,350,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,367,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,172,194
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$1,582
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$32,925
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$137,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$128,935
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$109,402
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$91,029
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$2,686
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$173,779
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$9,362
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRADY WARE & COMPANY
Accountancy firm EIN2012-12-31351476702
2011 : MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$210,395
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$214,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$210,489
Value of total corrective distributions2011-12-31$300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$255,566
Value of total assets at end of year2011-12-31$1,350,264
Value of total assets at beginning of year2011-12-31$1,354,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,148
Total interest from all sources2011-12-31$1,437
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$158,747
Participant contributions at end of year2011-12-31$42,374
Participant contributions at beginning of year2011-12-31$41,592
Participant contributions at end of year2011-12-31$4,075
Participant contributions at beginning of year2011-12-31$18,911
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$398
Administrative expenses (other) incurred2011-12-31$4,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,542
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,350,264
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,354,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,172,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,190,184
Interest on participant loans2011-12-31$1,437
Value of interest in common/collective trusts at end of year2011-12-31$128,935
Value of interest in common/collective trusts at beginning of year2011-12-31$100,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-46,896
Net investment gain or loss from common/collective trusts2011-12-31$288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$96,421
Employer contributions (assets) at end of year2011-12-31$2,686
Employer contributions (assets) at beginning of year2011-12-31$4,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$210,489
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31NIPPS, BROWN & C0LLINS, INC.
Accountancy firm EIN2011-12-31311366971
2010 : MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$408,091
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$178,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$173,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$282,960
Value of total assets at end of year2010-12-31$1,354,806
Value of total assets at beginning of year2010-12-31$1,124,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,704
Total interest from all sources2010-12-31$4,316
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$171,101
Participant contributions at end of year2010-12-31$41,592
Participant contributions at beginning of year2010-12-31$70,231
Participant contributions at end of year2010-12-31$18,911
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,000
Administrative expenses (other) incurred2010-12-31$4,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$229,827
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,354,806
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,124,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,190,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$960,882
Interest on participant loans2010-12-31$4,316
Value of interest in common/collective trusts at end of year2010-12-31$100,061
Value of interest in common/collective trusts at beginning of year2010-12-31$84,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$121,212
Net investment gain or loss from common/collective trusts2010-12-31$-397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$108,859
Employer contributions (assets) at end of year2010-12-31$4,058
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$173,560
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31NIPPS, BROWN & C0LLINS, INC.
Accountancy firm EIN2010-12-31311366971
2009 : MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN

2023: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334108-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334108-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334108-01
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number028844, 821731
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number028844, 821731
Policy instance 1

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