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Plan Name | THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | MARTHA JEFFERSON HOSPITAL |
Employer identification number (EIN): | 540261840 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about MARTHA JEFFERSON HOSPITAL
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1929-12-16 |
Company Identification Number: | 0035022 |
Legal Registered Office Address: |
MARTHA JEFFERSON HOSPITAL CHARLOTTESVILLE United States of America (USA) 22911 |
More information about MARTHA JEFFERSON HOSPITAL
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2014-01-01 | TAMARA MEARS | TAMARA MEARS | 2015-02-17 | |
003 | 2013-01-01 | TAMARA MEARS | |||
003 | 2012-01-01 | SUSAN CABELL MAINS | |||
003 | 2011-01-01 | SUSAN CABELL MAINS | |||
003 | 2010-01-01 | SUSAN CABELL MAINS | |||
003 | 2009-01-01 | SUSAN CABELL MAINS | |||
003 | 2009-01-01 | SUSAN CABELL MAINS |
Measure | Date | Value |
---|---|---|
2014: THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,569 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,964 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,724 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 353 |
Total of all active and inactive participants | 2013-01-01 | 2,077 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2,077 |
Number of participants with account balances | 2013-01-01 | 1,569 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 47 |
2012: THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,853 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,693 |
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 | 327 |
Total of all active and inactive participants | 2012-01-01 | 2,020 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2,020 |
Number of participants with account balances | 2012-01-01 | 1,460 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 20 |
2011: THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,759 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,621 |
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 | 290 |
Total of all active and inactive participants | 2011-01-01 | 1,911 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 1,911 |
Number of participants with account balances | 2011-01-01 | 1,553 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,753 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,552 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 248 |
Total of all active and inactive participants | 2010-01-01 | 1,800 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 1,800 |
Number of participants with account balances | 2010-01-01 | 1,306 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 17 |
2009: THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,626 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,589 |
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 | 198 |
Total of all active and inactive participants | 2009-01-01 | 1,787 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 1,787 |
Number of participants with account balances | 2009-01-01 | 1,192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2014 : THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-04-30 | $0 |
Total transfer of assets from this plan | 2014-04-30 | $31,309,518 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $0 |
Total income from all sources (including contributions) | 2014-04-30 | $510,713 |
Total loss/gain on sale of assets | 2014-04-30 | $0 |
Total of all expenses incurred | 2014-04-30 | $439,725 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-30 | $391,132 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-04-30 | $0 |
Value of total assets at end of year | 2014-04-30 | $0 |
Value of total assets at beginning of year | 2014-04-30 | $31,238,530 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-30 | $48,593 |
Total interest from all sources | 2014-04-30 | $10,580 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-04-30 | $23,065 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-04-30 | $23,065 |
Was this plan covered by a fidelity bond | 2014-04-30 | Yes |
Value of fidelity bond cover | 2014-04-30 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2014-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-04-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-04-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-04-30 | $394,416 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
Value of net income/loss | 2014-04-30 | $70,988 |
Value of net assets at end of year (total assets less liabilities) | 2014-04-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-04-30 | $31,238,530 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-04-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-04-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-04-30 | $25,102,979 |
Interest earned on other investments | 2014-04-30 | $10,580 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-04-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-04-30 | $29,061 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-04-30 | $29,061 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-04-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-04-30 | $1,460,877 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-04-30 | $477,068 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-04-30 | No |
Employer contributions (assets) at end of year | 2014-04-30 | $0 |
Employer contributions (assets) at beginning of year | 2014-04-30 | $4,251,197 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-04-30 | $391,132 |
Contract administrator fees | 2014-04-30 | $48,593 |
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 | 2014-04-30 | No |
Did the plan have assets held for investment | 2014-04-30 | 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 | 2014-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-04-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-04-30 | Disclaimer |
Accountancy firm name | 2014-04-30 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2014-04-30 | 540618213 |
2013 : THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2013-12-31 | $8,474,318 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,255,739 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,178,611 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,196,197 |
Value of total assets at end of year | 2013-12-31 | $31,238,530 |
Value of total assets at beginning of year | 2013-12-31 | $24,019,951 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $77,128 |
Total interest from all sources | 2013-12-31 | $31,892 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $620,959 |
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 | $620,959 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $4,000,000 |
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 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $394,416 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $315,783 |
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 | $7,218,579 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $31,238,530 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $24,019,951 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $25,102,979 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $18,495,452 |
Interest earned on other investments | 2013-12-31 | $31,892 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $29,061 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $52,220 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $52,220 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,460,877 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,204,653 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,625,270 |
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 |
Contributions received in cash from employer | 2013-12-31 | $4,196,197 |
Employer contributions (assets) at end of year | 2013-12-31 | $4,251,197 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $3,951,843 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,178,611 |
Contract administrator fees | 2013-12-31 | $77,128 |
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 |
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 |
2012 : THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $5,961,856 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,029,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $970,341 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,899,448 |
Value of total assets at end of year | 2012-12-31 | $24,019,951 |
Value of total assets at beginning of year | 2012-12-31 | $19,087,342 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $58,906 |
Total interest from all sources | 2012-12-31 | $28,587 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $492,867 |
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 | $492,867 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $315,783 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $220,150 |
Administrative expenses (other) incurred | 2012-12-31 | $51 |
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 | $4,932,609 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $24,019,951 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $19,087,342 |
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 | $18,495,452 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $14,290,343 |
Interest earned on other investments | 2012-12-31 | $28,587 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $52,220 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $45,496 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $45,496 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,204,653 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $890,057 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,540,954 |
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 | $3,899,448 |
Employer contributions (assets) at end of year | 2012-12-31 | $3,951,843 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $3,641,296 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $970,341 |
Contract administrator fees | 2012-12-31 | $58,855 |
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 | 2012-12-31 | No |
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 : THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT 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 | $3,387,779 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $546,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $499,807 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,641,296 |
Value of total assets at end of year | 2011-12-31 | $19,087,342 |
Value of total assets at beginning of year | 2011-12-31 | $16,246,109 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $46,739 |
Total interest from all sources | 2011-12-31 | $26,535 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $380,804 |
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 | $380,804 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $220,150 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $182,000 |
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 | $2,841,233 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $19,087,342 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $16,246,109 |
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 |
Investment advisory and management fees | 2011-12-31 | $-3,566 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $14,290,343 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $11,905,957 |
Interest earned on other investments | 2011-12-31 | $26,535 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $45,496 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $23,413 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $23,413 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $890,057 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $687,923 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-660,856 |
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 | $3,641,296 |
Employer contributions (assets) at end of year | 2011-12-31 | $3,641,296 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $3,446,816 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $499,807 |
Contract administrator fees | 2011-12-31 | $50,305 |
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 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2011-12-31 | 540618213 |
2010 : THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $5,026,889 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $371,861 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $269,334 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,446,816 |
Value of total assets at end of year | 2010-12-31 | $16,246,109 |
Value of total assets at beginning of year | 2010-12-31 | $11,591,081 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $102,527 |
Total interest from all sources | 2010-12-31 | $22,521 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $258,559 |
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 | $258,559 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $182,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $123,952 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $18,468 |
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 | $4,655,028 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $16,246,109 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,591,081 |
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 |
Investment advisory and management fees | 2010-12-31 | $20,615 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $11,905,957 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,666,896 |
Interest earned on other investments | 2010-12-31 | $22,521 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $23,413 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $14,463 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $14,463 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $687,923 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $467,862 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,298,993 |
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 | $3,446,816 |
Employer contributions (assets) at end of year | 2010-12-31 | $3,446,816 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $3,299,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $269,334 |
Contract administrator fees | 2010-12-31 | $81,912 |
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 | HANTZMON WIEBEL LLP |
Accountancy firm EIN | 2010-12-31 | 540618213 |
2014: THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | Yes |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
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: THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT 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 |
2010: THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE MARTHA JEFFERSON HOSPITAL EMPLOYER PROVIDED RETIREMENT ACCOUNT 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 |