WASHINGTON HEALTH SYSTEM GREENE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN
401k plan membership statisitcs for WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN
Measure | Date | Value |
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2022 : WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-06-30 | $150,890 |
Total of all expenses incurred | 2022-06-30 | $235,424 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $229,914 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $592,850 |
Value of total assets at end of year | 2022-06-30 | $2,701,013 |
Value of total assets at beginning of year | 2022-06-30 | $2,785,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $5,510 |
Total interest from all sources | 2022-06-30 | $2,599 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $74,246 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $74,246 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $334,744 |
Participant contributions at end of year | 2022-06-30 | $89,037 |
Participant contributions at beginning of year | 2022-06-30 | $59,087 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $103,995 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $0 |
Administrative expenses (other) incurred | 2022-06-30 | $5,510 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-84,534 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $2,701,013 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $2,785,547 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $2,309,251 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $2,652,904 |
Value of interest in pooled separate accounts at beginning of year | 2022-06-30 | $0 |
Interest on participant loans | 2022-06-30 | $2,588 |
Interest earned on other investments | 2022-06-30 | $11 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $148,614 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $22,571 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-518,805 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $154,111 |
Employer contributions (assets) at end of year | 2022-06-30 | $154,111 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $50,985 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $229,914 |
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 | 2022-06-30 | No |
Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | FORVIS, LLP |
Accountancy firm EIN | 2022-06-30 | 440160260 |
2021 : WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-06-30 | $972,371 |
Total of all expenses incurred | 2021-06-30 | $284,376 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $276,866 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $289,145 |
Value of total assets at end of year | 2021-06-30 | $2,734,561 |
Value of total assets at beginning of year | 2021-06-30 | $2,046,566 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $7,510 |
Total interest from all sources | 2021-06-30 | $3,425 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $40,497 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $40,497 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $279,840 |
Participant contributions at end of year | 2021-06-30 | $58,870 |
Participant contributions at beginning of year | 2021-06-30 | $55,527 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $9,305 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $216 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $372 |
Administrative expenses (other) incurred | 2021-06-30 | $7,510 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $687,995 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $2,734,561 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $2,046,566 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $2,652,904 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $1,970,174 |
Value of interest in pooled separate accounts at end of year | 2021-06-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-06-30 | $19,652 |
Interest on participant loans | 2021-06-30 | $3,190 |
Interest earned on other investments | 2021-06-30 | $235 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $22,571 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $841 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $639,231 |
Net investment gain/loss from pooled separate accounts | 2021-06-30 | $73 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $276,866 |
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 | 2021-06-30 | No |
Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
Accountancy firm name | 2021-06-30 | BKD, LLP |
Accountancy firm EIN | 2021-06-30 | 440160260 |
2020 : WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-06-30 | $370,543 |
Total of all expenses incurred | 2020-06-30 | $157,349 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $136,511 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $271,686 |
Value of total assets at end of year | 2020-06-30 | $2,046,566 |
Value of total assets at beginning of year | 2020-06-30 | $1,833,372 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $20,838 |
Total interest from all sources | 2020-06-30 | $3,678 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $33,384 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $33,384 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $258,021 |
Participant contributions at end of year | 2020-06-30 | $55,527 |
Participant contributions at beginning of year | 2020-06-30 | $52,872 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $13,665 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $372 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $33 |
Administrative expenses (other) incurred | 2020-06-30 | $20,838 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $213,194 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $2,046,566 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $1,833,372 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $1,970,174 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $1,745,508 |
Value of interest in pooled separate accounts at end of year | 2020-06-30 | $19,652 |
Value of interest in pooled separate accounts at beginning of year | 2020-06-30 | $20,913 |
Interest on participant loans | 2020-06-30 | $3,675 |
Interest earned on other investments | 2020-06-30 | $3 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $841 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $14,046 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $64,426 |
Net investment gain/loss from pooled separate accounts | 2020-06-30 | $-2,631 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $136,511 |
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 | 2020-06-30 | No |
Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | BKD, LLP |
Accountancy firm EIN | 2020-06-30 | 440160260 |
2019 : WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2019 401k financial data |
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Total transfer of assets from this plan | 2019-06-30 | $78,413 |
Total income from all sources (including contributions) | 2019-06-30 | $489,509 |
Total of all expenses incurred | 2019-06-30 | $812,672 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $797,381 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $381,727 |
Value of total assets at end of year | 2019-06-30 | $1,833,372 |
Value of total assets at beginning of year | 2019-06-30 | $2,234,948 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $15,291 |
Total interest from all sources | 2019-06-30 | $2,308 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $39,168 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $39,168 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $289,706 |
Participant contributions at end of year | 2019-06-30 | $52,872 |
Participant contributions at beginning of year | 2019-06-30 | $41,150 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $92,021 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $33 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $18 |
Other income not declared elsewhere | 2019-06-30 | $6,052 |
Administrative expenses (other) incurred | 2019-06-30 | $15,291 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $-323,163 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $1,833,372 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $2,234,948 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $1,745,508 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $2,172,698 |
Value of interest in pooled separate accounts at end of year | 2019-06-30 | $20,913 |
Value of interest in pooled separate accounts at beginning of year | 2019-06-30 | $8,120 |
Interest on participant loans | 2019-06-30 | $2,305 |
Interest earned on other investments | 2019-06-30 | $3 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $14,046 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $12,962 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $60,254 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $797,381 |
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 | 2019-06-30 | No |
Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | BKD, LLP |
Accountancy firm EIN | 2019-06-30 | 440160260 |
2018 : WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-06-30 | $768,109 |
Total of all expenses incurred | 2018-06-30 | $376,657 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $361,544 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $579,013 |
Value of total assets at end of year | 2018-06-30 | $2,234,948 |
Value of total assets at beginning of year | 2018-06-30 | $1,843,496 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $15,113 |
Total interest from all sources | 2018-06-30 | $1,912 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $36,874 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $36,874 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $378,430 |
Participant contributions at end of year | 2018-06-30 | $41,150 |
Participant contributions at beginning of year | 2018-06-30 | $33,647 |
Participant contributions at beginning of year | 2018-06-30 | $15,327 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $200,583 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $18 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $112 |
Other income not declared elsewhere | 2018-06-30 | $9,079 |
Administrative expenses (other) incurred | 2018-06-30 | $15,113 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $391,452 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $2,234,948 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $1,843,496 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $2,172,698 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $1,783,733 |
Value of interest in pooled separate accounts at end of year | 2018-06-30 | $8,120 |
Value of interest in pooled separate accounts at beginning of year | 2018-06-30 | $926 |
Interest on participant loans | 2018-06-30 | $1,910 |
Interest earned on other investments | 2018-06-30 | $2 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $12,962 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $9,751 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $141,231 |
Net investment gain/loss from pooled separate accounts | 2018-06-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $361,544 |
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 | 2018-06-30 | No |
Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | BKD, LLP |
Accountancy firm EIN | 2018-06-30 | 440160260 |
2017 : WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-06-30 | $692,197 |
Total of all expenses incurred | 2017-06-30 | $144,246 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $134,564 |
Expenses. Certain deemed distributions of participant loans | 2017-06-30 | $647 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $452,519 |
Value of total assets at end of year | 2017-06-30 | $1,843,496 |
Value of total assets at beginning of year | 2017-06-30 | $1,295,545 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $9,035 |
Total interest from all sources | 2017-06-30 | $1,687 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $17,969 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $17,969 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $438,114 |
Participant contributions at end of year | 2017-06-30 | $33,647 |
Participant contributions at beginning of year | 2017-06-30 | $47,166 |
Participant contributions at end of year | 2017-06-30 | $15,327 |
Participant contributions at beginning of year | 2017-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $14,405 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $112 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $0 |
Administrative expenses (other) incurred | 2017-06-30 | $9,035 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $547,951 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $1,843,496 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $1,295,545 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $1,783,733 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $1,245,146 |
Value of interest in pooled separate accounts at end of year | 2017-06-30 | $926 |
Value of interest in pooled separate accounts at beginning of year | 2017-06-30 | $581 |
Interest on participant loans | 2017-06-30 | $1,686 |
Interest earned on other investments | 2017-06-30 | $1 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-06-30 | $9,751 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-06-30 | $2,652 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $220,010 |
Net investment gain/loss from pooled separate accounts | 2017-06-30 | $12 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $134,564 |
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 | 2017-06-30 | No |
Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
Accountancy firm name | 2017-06-30 | BKD, LLP |
Accountancy firm EIN | 2017-06-30 | 440160260 |
2016 : WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2016 401k financial data |
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Total transfer of assets to this plan | 2016-06-30 | $56,602 |
Total income from all sources (including contributions) | 2016-06-30 | $1,315,149 |
Total of all expenses incurred | 2016-06-30 | $76,206 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $72,309 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $1,281,497 |
Value of total assets at end of year | 2016-06-30 | $1,295,545 |
Value of total assets at beginning of year | 2016-06-30 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $3,897 |
Total interest from all sources | 2016-06-30 | $1,688 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $10,828 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $10,828 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $700,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $481,600 |
Participant contributions at end of year | 2016-06-30 | $47,166 |
Participant contributions at beginning of year | 2016-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $799,897 |
Administrative expenses (other) incurred | 2016-06-30 | $3,897 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $1,238,943 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $1,295,545 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $1,245,146 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $0 |
Value of interest in pooled separate accounts at end of year | 2016-06-30 | $581 |
Value of interest in pooled separate accounts at beginning of year | 2016-06-30 | $0 |
Interest on participant loans | 2016-06-30 | $1,687 |
Interest earned on other investments | 2016-06-30 | $1 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-06-30 | $2,652 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-06-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $21,134 |
Net investment gain/loss from pooled separate accounts | 2016-06-30 | $2 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $72,309 |
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 | 2016-06-30 | Yes |
Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
Accountancy firm name | 2016-06-30 | BKD, LLP |
Accountancy firm EIN | 2016-06-30 | 440160260 |