MARTHA JEFFERSON HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL
| Measure | Date | Value |
|---|
| 2013 : EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $3,617,233 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $3,617,233 |
| Total transfer of assets from this plan | 2013-12-31 | $92,964,299 |
| 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 |
| Total income from all sources (including contributions) | 2013-12-31 | $11,596,619 |
| Total loss/gain on sale of assets | 2013-12-31 | $1,579,697 |
| Total of all expenses incurred | 2013-12-31 | $2,310,024 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,225,192 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
| Value of total assets at end of year | 2013-12-31 | $0 |
| Value of total assets at beginning of year | 2013-12-31 | $83,677,704 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $84,832 |
| Total interest from all sources | 2013-12-31 | $3,988 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,042,353 |
| 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 | $1,708,883 |
| Administrative expenses professional fees incurred | 2013-12-31 | $69,799 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $4,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,406 |
| Other income not declared elsewhere | 2013-12-31 | $6,476 |
| Administrative expenses (other) incurred | 2013-12-31 | $2,235 |
| 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 |
| Value of net income/loss | 2013-12-31 | $9,286,595 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $83,677,704 |
| 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 | $1,195,382 |
| Investment advisory and management fees | 2013-12-31 | $12,798 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $14,052,891 |
| Interest earned on other investments | 2013-12-31 | $1,841 |
| 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 | $30,771,950 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $37,656,075 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $37,656,075 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2,147 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,155,375 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,191,497 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| 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 |
| Income. Dividends from common stock | 2013-12-31 | $333,470 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,225,192 |
| Did the plan have assets held for investment | 2013-12-31 | No |
| 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 | Yes |
| Aggregate proceeds on sale of assets | 2013-12-31 | $17,784,678 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $16,204,981 |
| 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 | HANTZMON WIEBEL, LLP |
| Accountancy firm EIN | 2013-12-31 | 540618213 |
| 2012 : EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $146,863 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $146,863 |
| 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 | $20,399,348 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $2,202,666 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,941,321 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $16,000,000 |
| Value of total assets at end of year | 2012-12-31 | $83,677,704 |
| Value of total assets at beginning of year | 2012-12-31 | $65,481,022 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $261,345 |
| Total interest from all sources | 2012-12-31 | $11 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $374,728 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $374,728 |
| Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $0 |
| Administrative expenses professional fees incurred | 2012-12-31 | $198,416 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $4,000,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,406 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $384 |
| Other income not declared elsewhere | 2012-12-31 | $15,228 |
| Administrative expenses (other) incurred | 2012-12-31 | $62,929 |
| 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 | $18,196,682 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $83,677,704 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $65,481,022 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2012-12-31 | $1,195,382 |
| Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $1,154,787 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $14,052,891 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $24,856,744 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $30,771,950 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $15,746,530 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $37,656,075 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $23,722,577 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $23,722,577 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $11 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,164,507 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $2,698,011 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| 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 | $16,000,000 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,941,321 |
| 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 | HANTZMON WIEBEL, LLP |
| Accountancy firm EIN | 2012-12-31 | 540618213 |
| 2011 : EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-35,649 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-35,649 |
| 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 | $20,305,947 |
| Total loss/gain on sale of assets | 2011-12-31 | $115,496 |
| Total of all expenses incurred | 2011-12-31 | $2,203,922 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,868,567 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $18,369,455 |
| Value of total assets at end of year | 2011-12-31 | $65,481,022 |
| Value of total assets at beginning of year | 2011-12-31 | $47,378,997 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $335,355 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $472,031 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $472,031 |
| Assets. Real estate other than employer real property at end of year | 2011-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $701,343 |
| Administrative expenses professional fees incurred | 2011-12-31 | $151,088 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $4,000,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $384 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $164 |
| Other income not declared elsewhere | 2011-12-31 | $10,913 |
| Administrative expenses (other) incurred | 2011-12-31 | $155,580 |
| 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 | $18,102,025 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $65,481,022 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $47,378,997 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2011-12-31 | $1,154,787 |
| Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $651,903 |
| Investment advisory and management fees | 2011-12-31 | $28,687 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $24,856,744 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $38,760,126 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $15,746,530 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $23,722,577 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,617,845 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,617,845 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $1,104,425 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $269,276 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| 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 | $18,369,455 |
| Employer contributions (assets) at end of year | 2011-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $5,647,616 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,868,567 |
| 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 |
| Aggregate proceeds on sale of assets | 2011-12-31 | $115,496 |
| 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 | HANTZMON WIEBEL, LLP |
| Accountancy firm EIN | 2011-12-31 | 540618213 |
| 2010 : EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-592,275 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-592,275 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $8,534,144 |
| Total loss/gain on sale of assets | 2010-12-31 | $20,463 |
| Total of all expenses incurred | 2010-12-31 | $1,980,332 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,628,150 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,344,756 |
| Value of total assets at end of year | 2010-12-31 | $47,378,997 |
| Value of total assets at beginning of year | 2010-12-31 | $40,825,185 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $352,182 |
| Total interest from all sources | 2010-12-31 | $50,744 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $417,431 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $417,431 |
| Assets. Real estate other than employer real property at end of year | 2010-12-31 | $701,343 |
| Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $924,329 |
| Administrative expenses professional fees incurred | 2010-12-31 | $170,198 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $2,500,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $164 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $428 |
| Administrative expenses (other) incurred | 2010-12-31 | $140,454 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $17,500 |
| 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 | $6,553,812 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $47,378,997 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $40,825,185 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2010-12-31 | $651,903 |
| Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $1,162,224 |
| Investment advisory and management fees | 2010-12-31 | $41,530 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $38,760,126 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $36,053,660 |
| Interest earned on other investments | 2010-12-31 | $47,303 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,617,845 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,667,044 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,667,044 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $3,441 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,293,025 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| 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 | $6,344,756 |
| Employer contributions (assets) at end of year | 2010-12-31 | $5,647,616 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,628,150 |
| 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 |
| Aggregate proceeds on sale of assets | 2010-12-31 | $6,243,774 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $6,223,311 |
| 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 | HANTZMON WIEBEL, LLP |
| Accountancy firm EIN | 2010-12-31 | 540618213 |
| 2009 : EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 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 |
