401k Plan data: SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN plan

SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN 401k Plan overview

Plan Name	SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN
Plan identification number	002

SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name: SHENANDOAH MEDICAL CENTER

Employer identification number (EIN): 421101835

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about SHENANDOAH MEDICAL CENTER

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1978-04-03

Company Identification Number: 063078

Legal Registered Office Address: 300 PERSHING AVE

SHENANDOAH
United States of America (USA)
51601

More information about SHENANDOAH MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 MATTHEW SELLS
002 2011-01-01 KAREN COLE
002 2009-01-01 SUSAN MCGOUGH

Plan id#	Filing Submission Date	Name of Administrator
002	2012-01-01	MATTHEW SELLS
002	2011-01-01	KAREN COLE
002	2009-01-01	SUSAN MCGOUGH

Plan Statistics for SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN

401k plan membership statisitcs for SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN

Measure Date Value
2012: SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 265
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 33
Total of all active and inactive participants 2011-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 298
Number of participants with account balances 2011-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 112
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 123
Number of participants with account balances 2009-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	265
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	33
Total of all active and inactive participants	2011-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	298
Number of participants with account balances	2011-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	112
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	123
Number of participants with account balances	2009-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN

Measure	Date	Value
2012 : SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$2,128,722
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$493,456
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$150,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$150,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$297,011
Value of total assets at end of year	2012-12-31	$2,128,722
Value of total assets at beginning of year	2012-12-31	$1,786,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$15,633
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$400,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Participant contributions at end of year	2012-12-31	$43,095
Participant contributions at beginning of year	2012-12-31	$41,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$342,630
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,128,722
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,786,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,590,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,277,893
Interest on participant loans	2012-12-31	$1,710
Interest earned on other investments	2012-12-31	$13,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$494,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$466,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$180,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$297,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$150,826
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GRONEWOLD BELL KYHNN & CO PC
Accountancy firm EIN	2012-12-31	421206169
2011 : SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$279,458
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$41,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$41,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$294,103
Value of total assets at end of year	2011-12-31	$1,786,092
Value of total assets at beginning of year	2011-12-31	$1,548,344
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$14,310
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$400,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Participant contributions at end of year	2011-12-31	$41,596
Participant contributions at beginning of year	2011-12-31	$39,402
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$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	2011-12-31	No
Value of net income/loss	2011-12-31	$237,748
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,786,092
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,548,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,277,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,083,691
Interest on participant loans	2011-12-31	$4,484
Interest earned on other investments	2011-12-31	$9,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$466,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$425,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-28,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$292,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$41,710
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GRONEWOLD BELL KYHNN & CO PC
Accountancy firm EIN	2011-12-31	421206169
2010 : SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$218,694
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$105,509
Total income from all sources (including contributions)	2010-12-31	$439,779
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$108,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$107,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$299,545
Value of total assets at end of year	2010-12-31	$1,548,344
Value of total assets at beginning of year	2010-12-31	$1,103,942
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$578
Total interest from all sources	2010-12-31	$17,024
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$400,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Participant contributions at end of year	2010-12-31	$39,402
Participant contributions at beginning of year	2010-12-31	$26,655
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$21,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$105,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$331,217
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,548,344
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$998,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,083,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$695,273
Interest on participant loans	2010-12-31	$3,604
Interest earned on other investments	2010-12-31	$13,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$425,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$382,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$123,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$277,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$107,984
Contract administrator fees	2010-12-31	$578
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GRONEWOLD BELL KYHNN & CO PC
Accountancy firm EIN	2010-12-31	421206169
2009 : SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$7,984
Minimum employer required contribution for this plan year	2009-12-31	$100,960
Amount contributed by the employer to the plan for this plan year	2009-12-31	$92,976

Form 5500 Responses for SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN

2012: SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SHENANDOAH MEDICAL CENTER EMPLOYEES PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SHENANDOAH MEDICAL CENTER
Employer identification number (EIN):	421101835
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1978-04-03
Company Identification Number:	063078
Legal Registered Office Address:	300 PERSHING AVE SHENANDOAH United States of America (USA) 51601