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PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 401k Plan overview

Plan NamePENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC.
Plan identification number 001

PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHENANDOAH MEMORIAL HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHENANDOAH MEMORIAL HOSPITAL, INC.
Employer identification number (EIN):540490687
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PETER F GALLAGHER
0012016-01-01PETER F GALLAGHER
0012016-01-01
0012016-01-01
0012015-01-01PETER F GALLAGHER
0012015-01-01PETER F GALLAGHER
0012015-01-01PETER F GALLAGHER
0012014-01-01JULIE A. SUIJK
0012013-01-01JULIE A. SUIJK
0012012-01-01JULIE SUIJK
0012011-01-01WANDA J. GILBERT
0012010-01-01CHARLES E. WALTON FLOYD R. HEATER2011-10-12
0012009-01-01CHARLES E. WALTON FLOYD R. HEATER2010-10-07

Financial Data on PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC.

Measure Date Value
2020 : PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2020 401k financial data
Total transfer of assets from this plan2020-12-31$25,489,859
Total income from all sources (including contributions)2020-12-31$4,221,090
Total of all expenses incurred2020-12-31$1,179,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,053,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$952,497
Value of total assets at end of year2020-12-31$25,489,859
Value of total assets at beginning of year2020-12-31$22,447,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$125,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,042,057
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,489,859
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,447,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$125,694
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$24,138,906
Value of interest in master investment trust accounts at beginning of year2020-12-31$20,934,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$398,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$349,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$349,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$952,497
Employer contributions (assets) at end of year2020-12-31$952,497
Employer contributions (assets) at beginning of year2020-12-31$1,164,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,053,339
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2020-12-31550486667
2019 : PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,640,658
Total of all expenses incurred2019-12-31$1,180,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,128,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,870,952
Value of total assets at end of year2019-12-31$22,447,802
Value of total assets at beginning of year2019-12-31$17,987,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$52,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,460,243
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,447,802
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,987,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$52,137
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$20,934,198
Value of interest in master investment trust accounts at beginning of year2019-12-31$17,334,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$349,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$299,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$299,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,870,952
Employer contributions (assets) at end of year2019-12-31$1,164,312
Employer contributions (assets) at beginning of year2019-12-31$353,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,128,278
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31YOUNT, HYDE & BARBOUR
Accountancy firm EIN2019-12-31541149263
2018 : PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$642,369
Total of all expenses incurred2018-12-31$953,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$927,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,318,081
Value of total assets at end of year2018-12-31$17,987,559
Value of total assets at beginning of year2018-12-31$18,298,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-310,764
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,987,559
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,298,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$25,833
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$17,334,927
Value of interest in master investment trust accounts at beginning of year2018-12-31$18,093,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$299,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$204,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$204,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,318,081
Employer contributions (assets) at end of year2018-12-31$353,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$927,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31YOUNT, HYDE & BARBOUR
Accountancy firm EIN2018-12-31541149263
2017 : PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,302,094
Total of all expenses incurred2017-12-31$1,983,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,982,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$240,000
Value of total assets at end of year2017-12-31$18,298,323
Value of total assets at beginning of year2017-12-31$17,979,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$318,374
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,298,323
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,979,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,644
Value of interest in master investment trust accounts at end of year2017-12-31$18,093,934
Value of interest in master investment trust accounts at beginning of year2017-12-31$16,203,005
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$204,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$429,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$429,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$240,000
Employer contributions (assets) at beginning of year2017-12-31$1,347,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,982,076
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31YOUNT, HYDE & BARBOUR
Accountancy firm EIN2017-12-31541149263
2016 : PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,146,135
Total of all expenses incurred2016-12-31$1,417,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,415,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,347,226
Value of total assets at end of year2016-12-31$17,979,949
Value of total assets at beginning of year2016-12-31$17,251,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$728,410
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,979,949
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,251,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,850
Value of interest in master investment trust accounts at end of year2016-12-31$16,203,005
Value of interest in master investment trust accounts at beginning of year2016-12-31$15,961,591
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$429,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$87,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$87,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,347,226
Employer contributions (assets) at end of year2016-12-31$1,347,226
Employer contributions (assets) at beginning of year2016-12-31$1,202,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,415,875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31YOUNT, HYDE & BARBOUR
Accountancy firm EIN2016-12-31541149263
2015 : PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,179,089
Total of all expenses incurred2015-12-31$761,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$753,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,288,343
Value of total assets at end of year2015-12-31$17,251,539
Value of total assets at beginning of year2015-12-31$16,834,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$1,202,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$417,488
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,251,539
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,834,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$7,977
Value of interest in master investment trust accounts at end of year2015-12-31$15,961,591
Value of interest in master investment trust accounts at beginning of year2015-12-31$16,834,051
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$87,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,288,343
Employer contributions (assets) at end of year2015-12-31$1,202,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$753,624
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31YOUNT, HYDE & BARBOUR
Accountancy firm EIN2015-12-31541149263
2014 : PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,290,732
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$696,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$696,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$408,945
Value of total assets at end of year2014-12-31$16,834,051
Value of total assets at beginning of year2014-12-31$16,240,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$594,044
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,834,051
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,240,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$16,834,051
Value of interest in master investment trust accounts at beginning of year2014-12-31$16,214,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$408,945
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$25,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$696,688
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31YOUNT, HYDE & BARBOUR, PC
Accountancy firm EIN2014-12-31541149263
2013 : PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$2,363,770
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$590,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$590,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$420,677
Value of total assets at end of year2013-12-31$16,240,007
Value of total assets at beginning of year2013-12-31$14,466,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,773,341
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,240,007
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,466,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$16,214,170
Value of interest in master investment trust accounts at beginning of year2013-12-31$14,466,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$420,677
Employer contributions (assets) at end of year2013-12-31$25,837
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$590,429
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31YOUNT, HYDE & BARBOUR, PC
Accountancy firm EIN2013-12-31541149263
2012 : PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$1,763,046
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$520,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$520,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$399,416
Value of total assets at end of year2012-12-31$14,466,666
Value of total assets at beginning of year2012-12-31$13,224,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,242,578
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,466,666
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,224,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$14,466,666
Value of interest in master investment trust accounts at beginning of year2012-12-31$12,923,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$399,416
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$300,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$520,468
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31YOUNT, HYDE & BARBOUR, PC
Accountancy firm EIN2012-12-31541149263
2011 : PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$721,250
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$513,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$468,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$839,529
Value of total assets at end of year2011-12-31$13,224,088
Value of total assets at beginning of year2011-12-31$13,016,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$45,117
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$45,117
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$207,267
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,224,088
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,016,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$12,923,770
Value of interest in master investment trust accounts at beginning of year2011-12-31$12,232,361
Net investment gain or loss from common/collective trusts2011-12-31$-118,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$839,529
Employer contributions (assets) at end of year2011-12-31$300,318
Employer contributions (assets) at beginning of year2011-12-31$784,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$468,866
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31YOUNT, HYDE & BARBOUR, PC
Accountancy firm EIN2011-12-31541149263
2010 : PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$2,007,221
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$409,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$371,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$784,460
Value of total assets at end of year2010-12-31$13,016,821
Value of total assets at beginning of year2010-12-31$11,418,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$37,367
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$37,367
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,598,073
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,016,821
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,418,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$3,576,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,000,767
Value of interest in master investment trust accounts at end of year2010-12-31$12,232,361
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$251,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$251,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$784,460
Employer contributions (assets) at end of year2010-12-31$784,460
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$371,781
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$590,482
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31YOUNT, HYDE & BARBOUR, PC
Accountancy firm EIN2010-12-31541149263
2009 : PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC.

2020: PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR THE EMPLOYEES OF SHENANDOAH MEMORIAL HOSPITAL, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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