HEALTH MANAGEMENT ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN
401k plan membership statisitcs for HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN
Measure | Date | Value |
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2022 : HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $36,451,133 |
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 | $-82,275 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $6,955,085 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,855,134 |
Value of total corrective distributions | 2022-12-31 | $10,296 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $18,618,543 |
Value of total assets at end of year | 2022-12-31 | $113,905,625 |
Value of total assets at beginning of year | 2022-12-31 | $84,491,852 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $89,655 |
Total interest from all sources | 2022-12-31 | $81,525 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $199,801 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $199,801 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $7,288,061 |
Participant contributions at end of year | 2022-12-31 | $453,283 |
Participant contributions at beginning of year | 2022-12-31 | $373,230 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,516,762 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-7,037,360 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $113,905,625 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $84,491,852 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $9,241,152 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,268,394 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $16,395,302 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $12,807,526 |
Interest on participant loans | 2022-12-31 | $20,069 |
Interest earned on other investments | 2022-12-31 | $61,456 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $83,747,588 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $58,140,819 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $4,068,300 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $4,901,883 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,231,957 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-3,438,653 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-14,311,534 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $6,813,720 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,855,134 |
Contract administrator fees | 2022-12-31 | $89,655 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | TANNER LLC |
Accountancy firm EIN | 2022-12-31 | 202253063 |
2021 : HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $56,438 |
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 | $20,885,041 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,374,332 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,310,346 |
Value of total corrective distributions | 2021-12-31 | $3,716 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $10,755,652 |
Value of total assets at end of year | 2021-12-31 | $84,491,852 |
Value of total assets at beginning of year | 2021-12-31 | $70,924,705 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $60,270 |
Total interest from all sources | 2021-12-31 | $82,059 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $145,759 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $145,759 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,434,358 |
Participant contributions at end of year | 2021-12-31 | $373,230 |
Participant contributions at beginning of year | 2021-12-31 | $292,486 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,782,567 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $13,510,709 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $84,491,852 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $70,924,705 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,268,394 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,210,070 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $12,807,526 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $8,535,509 |
Interest on participant loans | 2021-12-31 | $15,341 |
Interest earned on other investments | 2021-12-31 | $66,718 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $58,140,819 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $50,501,778 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $4,901,883 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $4,384,862 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $778,063 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $2,183,543 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $6,939,965 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,538,727 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,310,346 |
Contract administrator fees | 2021-12-31 | $60,270 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | COHNREZNICK |
Accountancy firm EIN | 2021-12-31 | 221478099 |
2020 : HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $1,390,383 |
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 | $15,771,547 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,730,895 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,677,636 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $7,674 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $7,313,620 |
Value of total assets at end of year | 2020-12-31 | $70,924,705 |
Value of total assets at beginning of year | 2020-12-31 | $57,493,670 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $45,585 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $100,289 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $140,847 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $140,847 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $4,181,322 |
Participant contributions at end of year | 2020-12-31 | $292,486 |
Participant contributions at beginning of year | 2020-12-31 | $203,016 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $794,018 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $3,245 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $495 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $12,040,652 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $70,924,705 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $57,493,670 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,210,070 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,728,295 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $8,535,509 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $5,033,069 |
Interest on participant loans | 2020-12-31 | $12,836 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $87,453 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $50,501,778 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $42,306,312 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $4,384,862 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $4,222,978 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $485,072 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,214,692 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $6,516,532 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,338,280 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,674,391 |
Contract administrator fees | 2020-12-31 | $45,585 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2020-12-31 | 310800053 |
2019 : HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $1,352,530 |
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 | $15,776,496 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,014,875 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,924,123 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $50,625 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,811,452 |
Value of total assets at end of year | 2019-12-31 | $57,493,670 |
Value of total assets at beginning of year | 2019-12-31 | $44,379,519 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $40,127 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $80,356 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $125,512 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $125,512 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
Contributions received from participants | 2019-12-31 | $3,683,748 |
Participant contributions at end of year | 2019-12-31 | $203,016 |
Participant contributions at beginning of year | 2019-12-31 | $64,987 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $988,020 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $85 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $489,370 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $11,761,621 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $57,493,670 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $44,379,519 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,728,295 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,883,952 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $5,033,069 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,443,839 |
Interest on participant loans | 2019-12-31 | $11,277 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $69,079 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $42,306,312 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $32,013,505 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $4,222,978 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $3,483,866 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $804,410 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,081,596 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $6,873,170 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,139,684 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,924,038 |
Contract administrator fees | 2019-12-31 | $40,127 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLARK, SCHAEFER, HACKETT & CO |
Accountancy firm EIN | 2019-12-31 | 310800053 |
2018 : HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $13,695,120 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $3,413,047 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,156,163 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,122,986 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,742,302 |
Value of total assets at end of year | 2018-12-31 | $44,379,519 |
Value of total assets at beginning of year | 2018-12-31 | $31,427,515 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $33,177 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $57,464 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $134,934 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $134,934 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2018-12-31 | $0 |
Contributions received from participants | 2018-12-31 | $3,228,713 |
Participant contributions at end of year | 2018-12-31 | $64,987 |
Participant contributions at beginning of year | 2018-12-31 | $30,334 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,573,342 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $2,952 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $489,370 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-743,116 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $44,379,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $31,427,515 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2018-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,883,952 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,518,403 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $3,443,839 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,979,684 |
Interest on participant loans | 2018-12-31 | $4,253 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $53,211 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $32,013,505 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $23,629,165 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $3,483,866 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $2,269,929 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-420,508 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-389,940 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-2,711,205 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,940,247 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,120,034 |
Contract administrator fees | 2018-12-31 | $33,177 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLARK, SCHAEFER, HACKETT & CO |
Accountancy firm EIN | 2018-12-31 | 310800053 |
2017 : HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Expenses. Interest paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $9,427,381 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,505,306 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,473,475 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of total corrective distributions | 2017-12-31 | $9,963 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,423,350 |
Value of total assets at end of year | 2017-12-31 | $31,427,515 |
Value of total assets at beginning of year | 2017-12-31 | $24,505,440 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $21,868 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $37,395 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $72,166 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $72,166 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $0 |
Contributions received from participants | 2017-12-31 | $2,811,780 |
Participant contributions at end of year | 2017-12-31 | $30,334 |
Participant contributions at beginning of year | 2017-12-31 | $48,690 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $871,487 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $2,438 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $129 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $6,922,075 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $31,427,515 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $24,505,440 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2017-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,518,403 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,370,202 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,979,684 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $711,623 |
Interest on participant loans | 2017-12-31 | $1,692 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $35,703 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $23,629,165 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $20,488,080 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $2,269,929 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,886,845 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $259,039 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $343,442 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $3,291,860 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,740,083 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,471,037 |
Contract administrator fees | 2017-12-31 | $21,868 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WARMELS & COMSTOCK, PLLC |
Accountancy firm EIN | 2017-12-31 | 383204593 |
2016 : HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Expenses. Interest paid | 2016-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $6,288,169 |
Total loss/gain on sale of assets | 2016-12-31 | $-3,124 |
Total of all expenses incurred | 2016-12-31 | $3,082,470 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,006,055 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $68,449 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,645,463 |
Value of total assets at end of year | 2016-12-31 | $24,505,440 |
Value of total assets at beginning of year | 2016-12-31 | $21,299,741 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $7,966 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $6,279 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $365,586 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $365,586 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | No |
Value of fidelity bond cover | 2016-12-31 | $0 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $0 |
Contributions received from participants | 2016-12-31 | $2,530,620 |
Participant contributions at end of year | 2016-12-31 | $48,690 |
Participant contributions at beginning of year | 2016-12-31 | $105,595 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $483,863 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $3,205,699 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $24,505,440 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $21,299,741 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2016-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $4,627 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,370,202 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $20,171,383 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $711,623 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Interest on participant loans | 2016-12-31 | $2,757 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $3,267 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $20,488,080 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $849,654 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $849,654 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $255 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,886,845 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $798,621 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $13,284 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $462,060 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,630,980 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,006,055 |
Contract administrator fees | 2016-12-31 | $3,339 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $173,109 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $169,985 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $173,109 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WARMELS & COMSTOCK, PLLC |
Accountancy firm EIN | 2016-12-31 | 383204593 |
2015 : HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-6,215 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-6,215 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Expenses. Interest paid | 2015-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $3,524,013 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,699,375 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,663,145 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of total corrective distributions | 2015-12-31 | $32,094 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,588,256 |
Value of total assets at end of year | 2015-12-31 | $21,299,741 |
Value of total assets at beginning of year | 2015-12-31 | $19,475,103 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,136 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $4,871 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,148,247 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,143,938 |
Assets. Real estate other than employer real property at end of year | 2015-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $0 |
Administrative expenses professional fees incurred | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,963,001 |
Participant contributions at end of year | 2015-12-31 | $105,595 |
Participant contributions at beginning of year | 2015-12-31 | $134,789 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $50,553 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $433,605 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $3,032 |
Assets. Loans (other than to participants) at end of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $346 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $1,824,638 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $21,299,741 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $19,475,103 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $0 |
Investment advisory and management fees | 2015-12-31 | $3,790 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $20,171,383 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $18,154,850 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Interest on participant loans | 2015-12-31 | $4,738 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $0 |
Income. Interest from US Government securities | 2015-12-31 | $0 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $849,654 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $796,006 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $796,006 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $133 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Asset value of US Government securities at end of year | 2015-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,211,146 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
Assets. Value of employer real property at end of year | 2015-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2015-12-31 | $0 |
Contributions received in cash from employer | 2015-12-31 | $1,191,650 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $165,380 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $4,309 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,663,145 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $0 |
Contract administrator fees | 2015-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $173,109 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $170,493 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WARMELS & COMSTOCK, PLLC |
Accountancy firm EIN | 2015-12-31 | 383204593 |
2014 : HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $7,567 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $7,567 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Expenses. Interest paid | 2014-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $3,799,956 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,923,877 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,920,482 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of total corrective distributions | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,757,369 |
Value of total assets at end of year | 2014-12-31 | $19,475,103 |
Value of total assets at beginning of year | 2014-12-31 | $17,599,024 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,395 |
Total income from rents | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $7,007 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,176,760 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,172,665 |
Assets. Real estate other than employer real property at end of year | 2014-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $0 |
Administrative expenses professional fees incurred | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,550,308 |
Participant contributions at end of year | 2014-12-31 | $134,789 |
Participant contributions at beginning of year | 2014-12-31 | $152,868 |
Participant contributions at end of year | 2014-12-31 | $50,553 |
Participant contributions at beginning of year | 2014-12-31 | $51,489 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $47,803 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $3,032 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $4,147 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $485 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Income. Non cash contributions | 2014-12-31 | $0 |
Value of net income/loss | 2014-12-31 | $1,876,079 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $19,475,103 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $17,599,024 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
Investment advisory and management fees | 2014-12-31 | $2,910 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $18,154,850 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $15,746,417 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Interest on participant loans | 2014-12-31 | $6,842 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
Interest earned on other investments | 2014-12-31 | $0 |
Income. Interest from US Government securities | 2014-12-31 | $0 |
Income. Interest from corporate debt instruments | 2014-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $796,006 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,294,870 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,294,870 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $165 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Asset value of US Government securities at end of year | 2014-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-148,747 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
Assets. Value of employer real property at end of year | 2014-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2014-12-31 | $0 |
Contributions received in cash from employer | 2014-12-31 | $1,159,258 |
Employer contributions (assets) at end of year | 2014-12-31 | $165,380 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $198,063 |
Income. Dividends from preferred stock | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $4,095 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,920,482 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
Contract administrator fees | 2014-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $170,493 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $151,170 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WARMELS & COMSTOCK, PLLC |
Accountancy firm EIN | 2014-12-31 | 383204593 |
2013 : HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $26,058 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $26,058 |
Total transfer of assets to this plan | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Expenses. Interest paid | 2013-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $5,329,082 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $918,523 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $815,061 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $101,122 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,010,479 |
Value of total assets at end of year | 2013-12-31 | $17,599,024 |
Value of total assets at beginning of year | 2013-12-31 | $13,188,465 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,340 |
Total income from rents | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $7,532 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $694,948 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $691,512 |
Assets. Real estate other than employer real property at end of year | 2013-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Administrative expenses professional fees incurred | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,520,138 |
Participant contributions at end of year | 2013-12-31 | $152,868 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Participant contributions at end of year | 2013-12-31 | $51,489 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $13,188,465 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $79,039 |
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 year | 2013-12-31 | $4,147 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $340 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $4,410,559 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $17,599,024 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $13,188,465 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $2,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $15,746,417 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $7,417 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $0 |
Income. Interest from US Government securities | 2013-12-31 | $0 |
Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,294,870 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $115 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Asset value of US Government securities at end of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,590,065 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Assets. Value of employer real property at end of year | 2013-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $1,411,302 |
Employer contributions (assets) at end of year | 2013-12-31 | $198,063 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $3,436 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $815,061 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
Contract administrator fees | 2013-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $151,170 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WARMELS & COMSTOCK, PLLC |
Accountancy firm EIN | 2013-12-31 | 383204593 |
2012 : HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $3,922,534 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,303,582 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,302,976 |
Total plan assets at end of year | 2012-12-31 | $13,188,465 |
Total plan assets at beginning of year | 2012-12-31 | $10,569,513 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $1,127,257 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $476,566 |
Other income received | 2012-12-31 | $1,253,808 |
Net income (gross income less expenses) | 2012-12-31 | $2,618,952 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $13,188,465 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,569,513 |
Assets. Value of participant loans | 2012-12-31 | $155,171 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $1,064,903 |
Value of corrective distributions | 2012-12-31 | $13 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $593 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $1,220,733 |
Expenses. Total of all expenses incurred | 2011-12-31 | $743,081 |
Benefits paid (including direct rollovers) | 2011-12-31 | $742,203 |
Total plan assets at end of year | 2011-12-31 | $10,569,513 |
Total plan assets at beginning of year | 2011-12-31 | $10,091,861 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $720,579 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $133,727 |
Other income received | 2011-12-31 | $-331,984 |
Net income (gross income less expenses) | 2011-12-31 | $477,652 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $10,569,513 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,091,861 |
Assets. Value of participant loans | 2011-12-31 | $145,894 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $698,411 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $878 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $2,836,943 |
Expenses. Total of all expenses incurred | 2010-12-31 | $709,920 |
Benefits paid (including direct rollovers) | 2010-12-31 | $709,097 |
Total plan assets at end of year | 2010-12-31 | $10,091,861 |
Total plan assets at beginning of year | 2010-12-31 | $7,964,838 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $721,847 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $40,439 |
Other income received | 2010-12-31 | $1,513,197 |
Net income (gross income less expenses) | 2010-12-31 | $2,127,023 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $10,091,861 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,964,838 |
Assets. Value of participant loans | 2010-12-31 | $82,445 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $561,460 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $823 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401K PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |