CALDWELL MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN
Measure | Date | Value |
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2019 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2019 401k financial data |
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Total transfer of assets from this plan | 2019-12-31 | $35,663,939 |
Total income from all sources (including contributions) | 2019-12-31 | $10,077,163 |
Total of all expenses incurred | 2019-12-31 | $8,843,489 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,712,643 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $26,613 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,225,720 |
Value of total assets at end of year | 2019-12-31 | $0 |
Value of total assets at beginning of year | 2019-12-31 | $34,430,265 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $104,233 |
Total interest from all sources | 2019-12-31 | $227,760 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,376,093 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,376,093 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,347,423 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $631,950 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $857,132 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,233,674 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $34,430,265 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $23,998,668 |
Interest on participant loans | 2019-12-31 | $31,288 |
Interest earned on other investments | 2019-12-31 | $196,472 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $9,799,647 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,247,590 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,021,165 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,712,643 |
Contract administrator fees | 2019-12-31 | $104,233 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $2,482,167 |
Total of all expenses incurred | 2018-12-31 | $2,835,859 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,715,774 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $6,417 |
Value of total corrective distributions | 2018-12-31 | $12,687 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,779,918 |
Value of total assets at end of year | 2018-12-31 | $34,430,265 |
Value of total assets at beginning of year | 2018-12-31 | $34,783,957 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $100,981 |
Total interest from all sources | 2018-12-31 | $230,403 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,658,286 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,658,286 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,081,897 |
Participant contributions at end of year | 2018-12-31 | $631,950 |
Participant contributions at beginning of year | 2018-12-31 | $456,419 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $775,608 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-353,692 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $34,430,265 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $34,783,957 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $23,998,668 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $23,855,744 |
Interest on participant loans | 2018-12-31 | $28,604 |
Interest earned on other investments | 2018-12-31 | $201,799 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $9,799,647 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $10,471,794 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,186,440 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $922,413 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,715,774 |
Contract administrator fees | 2018-12-31 | $100,981 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $7,015,707 |
Total of all expenses incurred | 2017-12-31 | $1,696,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,580,994 |
Value of total corrective distributions | 2017-12-31 | $26,281 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,294,814 |
Value of total assets at end of year | 2017-12-31 | $34,783,957 |
Value of total assets at beginning of year | 2017-12-31 | $29,464,911 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $89,386 |
Total interest from all sources | 2017-12-31 | $222,396 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,109,558 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,109,558 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,795,516 |
Participant contributions at end of year | 2017-12-31 | $456,419 |
Participant contributions at beginning of year | 2017-12-31 | $359,195 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $634,617 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,319,046 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $34,783,957 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $29,464,911 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $23,855,744 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $18,900,255 |
Interest on participant loans | 2017-12-31 | $16,948 |
Interest earned on other investments | 2017-12-31 | $205,448 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $10,471,794 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $10,205,461 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,388,939 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $864,681 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,580,994 |
Contract administrator fees | 2017-12-31 | $89,386 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,689,780 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,473,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,371,016 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $25,461 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,841,419 |
Value of total assets at end of year | 2016-12-31 | $29,464,911 |
Value of total assets at beginning of year | 2016-12-31 | $27,248,435 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $76,827 |
Total interest from all sources | 2016-12-31 | $227,336 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $869,057 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $869,057 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,716,737 |
Participant contributions at end of year | 2016-12-31 | $359,195 |
Participant contributions at beginning of year | 2016-12-31 | $320,411 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $265,965 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,216,476 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $29,464,911 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $27,248,435 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $18,900,255 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $16,620,914 |
Interest on participant loans | 2016-12-31 | $12,699 |
Interest earned on other investments | 2016-12-31 | $214,637 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $10,205,461 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $10,307,110 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $751,968 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $858,717 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,371,016 |
Contract administrator fees | 2016-12-31 | $76,827 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $3,865,889 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,967,775 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,883,977 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $11,783 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,759,859 |
Value of total assets at end of year | 2015-12-31 | $27,248,435 |
Value of total assets at beginning of year | 2015-12-31 | $26,350,321 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $72,015 |
Total interest from all sources | 2015-12-31 | $227,201 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $800,093 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $800,093 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,705,565 |
Participant contributions at end of year | 2015-12-31 | $320,411 |
Participant contributions at beginning of year | 2015-12-31 | $202,456 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,229,921 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $898,114 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $27,248,435 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $26,350,321 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $16,620,914 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $15,865,018 |
Interest on participant loans | 2015-12-31 | $9,721 |
Interest earned on other investments | 2015-12-31 | $217,480 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $10,307,110 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $10,282,847 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-921,264 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $824,373 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,883,977 |
Contract administrator fees | 2015-12-31 | $72,015 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $4,316,389 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,423,997 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,307,409 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $43,774 |
Value of total corrective distributions | 2014-12-31 | $2,168 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,960,106 |
Value of total assets at end of year | 2014-12-31 | $26,350,321 |
Value of total assets at beginning of year | 2014-12-31 | $24,457,929 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $70,646 |
Total interest from all sources | 2014-12-31 | $229,303 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $696,556 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $696,556 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,665,625 |
Participant contributions at end of year | 2014-12-31 | $202,456 |
Participant contributions at beginning of year | 2014-12-31 | $224,650 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $490,939 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,892,392 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $26,350,321 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $24,457,929 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $15,865,018 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $14,398,852 |
Interest on participant loans | 2014-12-31 | $7,483 |
Interest earned on other investments | 2014-12-31 | $221,820 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $10,282,847 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $9,834,427 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $430,424 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $803,542 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,307,409 |
Contract administrator fees | 2014-12-31 | $70,646 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : CALDWELL MEMORIAL HOSPITAL RETIREMENT 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 | $5,463,474 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,600,452 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,557,735 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $-16,200 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,638,837 |
Value of total assets at end of year | 2013-12-31 | $24,457,929 |
Value of total assets at beginning of year | 2013-12-31 | $20,594,907 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $58,917 |
Total interest from all sources | 2013-12-31 | $218,544 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $525,877 |
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 | $525,877 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 |
Contributions received from participants | 2013-12-31 | $1,630,002 |
Participant contributions at end of year | 2013-12-31 | $224,650 |
Participant contributions at beginning of year | 2013-12-31 | $195,079 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $217,418 |
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 | $3,863,022 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $24,457,929 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $20,594,907 |
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 | $14,398,852 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,392,872 |
Interest on participant loans | 2013-12-31 | $7,690 |
Interest earned on other investments | 2013-12-31 | $210,854 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $9,834,427 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $9,006,956 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,080,216 |
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 | $791,417 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,557,735 |
Contract administrator fees | 2013-12-31 | $58,917 |
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 |
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 | DIXON HUGHES GOODMAN, PLLC |
Accountancy firm EIN | 2013-12-31 | 560747981 |
2012 : CALDWELL MEMORIAL HOSPITAL RETIREMENT 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 | $4,389,117 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,562,305 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,490,588 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $9,547 |
Value of total corrective distributions | 2012-12-31 | $6,639 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,761,777 |
Value of total assets at end of year | 2012-12-31 | $20,594,907 |
Value of total assets at beginning of year | 2012-12-31 | $17,768,095 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $55,531 |
Total interest from all sources | 2012-12-31 | $231,399 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $349,339 |
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 | $349,339 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $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 |
Contributions received from participants | 2012-12-31 | $1,408,395 |
Participant contributions at end of year | 2012-12-31 | $195,079 |
Participant contributions at beginning of year | 2012-12-31 | $139,878 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $645,338 |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,826,812 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $20,594,907 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,768,095 |
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 | $11,392,872 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,225,914 |
Interest on participant loans | 2012-12-31 | $7,006 |
Interest earned on other investments | 2012-12-31 | $224,393 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $9,006,956 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $8,402,303 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,046,602 |
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 | $708,044 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,490,588 |
Contract administrator fees | 2012-12-31 | $55,531 |
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 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2012-12-31 | 560747981 |
2011 : CALDWELL MEMORIAL HOSPITAL RETIREMENT 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 | $2,141,693 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $3,595,109 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,525,384 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,996,583 |
Value of total assets at end of year | 2011-12-31 | $17,768,095 |
Value of total assets at beginning of year | 2011-12-31 | $19,221,511 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $69,725 |
Total interest from all sources | 2011-12-31 | $280,328 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $242,173 |
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 | $242,173 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $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 |
Contributions received from participants | 2011-12-31 | $1,238,312 |
Participant contributions at end of year | 2011-12-31 | $139,878 |
Participant contributions at beginning of year | 2011-12-31 | $191,111 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $68,743 |
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 | $-1,453,416 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $17,768,095 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $19,221,511 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $9,225,914 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $11,657,945 |
Interest on participant loans | 2011-12-31 | $7,698 |
Interest earned on other investments | 2011-12-31 | $272,630 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $8,402,303 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $7,372,455 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-377,391 |
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 | $689,528 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,525,384 |
Contract administrator fees | 2011-12-31 | $69,725 |
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 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2011-12-31 | 560747981 |
2010 : CALDWELL MEMORIAL HOSPITAL RETIREMENT 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 | $2,726,767 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,963,599 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,720,329 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $167,001 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,006,531 |
Value of total assets at end of year | 2010-12-31 | $19,221,511 |
Value of total assets at beginning of year | 2010-12-31 | $18,458,343 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $76,269 |
Total interest from all sources | 2010-12-31 | $269,795 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $289,278 |
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 | $289,278 |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
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 |
Contributions received from participants | 2010-12-31 | $916,708 |
Participant contributions at end of year | 2010-12-31 | $191,111 |
Participant contributions at beginning of year | 2010-12-31 | $324,011 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $89,823 |
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 | $763,168 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $19,221,511 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $18,458,343 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $11,657,945 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $11,132,538 |
Interest on participant loans | 2010-12-31 | $9,914 |
Interest earned on other investments | 2010-12-31 | $259,881 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $7,372,455 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $7,001,794 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,161,163 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,720,329 |
Contract administrator fees | 2010-12-31 | $76,269 |
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 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2010-12-31 | 560747981 |