HENRY MEDICAL CENTER, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HENRY MEDICAL CENTER RETIREMENT PLAN
Measure | Date | Value |
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2012 : HENRY MEDICAL CENTER RETIREMENT PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $8,495,112 |
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 | $10,461 |
Total income from all sources (including contributions) | 2012-12-31 | $656,876 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,022,810 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $995,941 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $0 |
Value of total assets at beginning of year | 2012-12-31 | $8,871,507 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $26,869 |
Total interest from all sources | 2012-12-31 | $71,611 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $75,227 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $75,227 |
Administrative expenses professional fees incurred | 2012-12-31 | $18,887 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $10,461 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $10,461 |
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 | $-365,934 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,861,046 |
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 beginning of year | 2012-12-31 | $4,539,046 |
Interest earned on other investments | 2012-12-31 | $71,608 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $16,361 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $16,361 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $3 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $4,305,639 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $510,038 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $995,941 |
Contract administrator fees | 2012-12-31 | $7,982 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | 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 | 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 | Yes |
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 | FRAZIER DEETER, LLC |
Accountancy firm EIN | 2012-12-31 | 581433845 |
2011 : HENRY MEDICAL CENTER RETIREMENT PLAN 2011 401k financial data |
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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 | $10,461 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $10,381 |
Total income from all sources (including contributions) | 2011-12-31 | $73,642 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $733,532 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $668,780 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $8,871,507 |
Value of total assets at beginning of year | 2011-12-31 | $9,531,317 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $64,752 |
Total interest from all sources | 2011-12-31 | $80,869 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $113,020 |
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 | $113,020 |
Administrative expenses professional fees incurred | 2011-12-31 | $35,746 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $10,461 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $10,379 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $10,461 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $10,381 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $6,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-659,890 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,861,046 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,520,936 |
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 | $4,539,046 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,931,615 |
Interest earned on other investments | 2011-12-31 | $80,869 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $16,361 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $10,140 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $10,140 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $4,305,639 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $4,573,183 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-120,247 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $668,780 |
Contract administrator fees | 2011-12-31 | $29,006 |
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 | FRAZIER DEETER, LLC |
Accountancy firm EIN | 2011-12-31 | 581433845 |
2010 : HENRY MEDICAL CENTER RETIREMENT PLAN 2010 401k financial data |
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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 | $10,381 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $11,984 |
Total income from all sources (including contributions) | 2010-12-31 | $761,496 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $509,048 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $483,872 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $9,531,317 |
Value of total assets at beginning of year | 2010-12-31 | $9,280,472 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $25,176 |
Total interest from all sources | 2010-12-31 | $119,707 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $81,258 |
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 | $81,258 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $10,379 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $11,985 |
Other income not declared elsewhere | 2010-12-31 | $-17,296 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $10,381 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $11,984 |
Total non interest bearing cash at end of year | 2010-12-31 | $6,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $252,448 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,520,936 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,268,488 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $18,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,931,615 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,876,721 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,003 |
Interest earned on other investments | 2010-12-31 | $119,705 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $10,140 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $8,850 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $8,850 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $4,573,183 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $4,380,913 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $577,827 |
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 | $483,872 |
Contract administrator fees | 2010-12-31 | $7,176 |
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 | FRAZIER DEETER, LLC |
Accountancy firm EIN | 2010-12-31 | 581433845 |
2009 : HENRY MEDICAL CENTER RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |