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SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN 401k Plan overview

Plan NameSOUTH LAKE HOSPITAL, INC. SAVINGS PLAN
Plan identification number 001

SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SOUTH LAKE HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:SOUTH LAKE HOSPITAL
Employer identification number (EIN):593322533
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01JOY SYLVESTER
0012016-01-01JOY SYLVESTER JOY SYLVESTER2017-10-11
0012015-01-01JOY SYLVESTER
0012014-01-01SUZANNE C. BROWN
0012013-01-01SUZANNE C. BROWN
0012012-01-01SUZANNE C. BROWN
0012011-01-01SUZANNE C. BROWN
0012010-01-01SUZANNE C. BROWN SUZANNE C. BROWN2011-09-22
0012009-01-01SUZANNE C. BROWN
0012009-01-01SUZANNE C. BROWN SUZANNE C. BROWN2010-08-16
0012009-01-01SUZANNE C. BROWN SUZANNE C. BROWN2010-08-16
0012009-01-01SUZANNE C. BROWN SUZANNE C. BROWN2010-08-16
0012009-01-01SUZANNE C. BROWN SUZANNE C. BROWN2010-08-18
0012009-01-01SUZANNE C. BROWN SUZANNE C. BROWN2010-08-18

Financial Data on SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN

Measure Date Value
2019 : SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$60,645,599
Total transfer of assets from this plan2019-12-31$60,645,599
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$18,617,307
Total income from all sources (including contributions)2019-12-31$18,617,307
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,500,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,296,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,296,877
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$45,730
Value of total corrective distributions2019-12-31$45,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,617,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,617,220
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$48,528,579
Value of total assets at beginning of year2019-12-31$48,528,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$157,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$157,680
Total interest from all sources2019-12-31$254,001
Total interest from all sources2019-12-31$254,001
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,035,581
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,035,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,035,581
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,035,581
Administrative expenses professional fees incurred2019-12-31$9,600
Administrative expenses professional fees incurred2019-12-31$9,600
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,626,748
Contributions received from participants2019-12-31$4,626,748
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$1,567,390
Participant contributions at beginning of year2019-12-31$1,567,390
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$947,974
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$947,974
Other income not declared elsewhere2019-12-31$134,161
Other income not declared elsewhere2019-12-31$134,161
Administrative expenses (other) incurred2019-12-31$125
Administrative expenses (other) incurred2019-12-31$125
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
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$12,117,020
Value of net income/loss2019-12-31$12,117,020
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
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$48,528,579
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,528,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$110,096
Investment advisory and management fees2019-12-31$110,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,492,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,492,530
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$92,005
Interest on participant loans2019-12-31$92,005
Interest earned on other investments2019-12-31$161,996
Interest earned on other investments2019-12-31$161,996
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,468,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,468,659
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,576,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,576,344
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$3,042,498
Contributions received in cash from employer2019-12-31$3,042,498
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,296,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,296,877
Contract administrator fees2019-12-31$37,859
Contract administrator fees2019-12-31$37,859
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DRAFFIN & TUCKER
Accountancy firm name2019-12-31DRAFFIN & TUCKER
Accountancy firm EIN2019-12-31580914992
Accountancy firm EIN2019-12-31580914992
2018 : SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$6,067,052
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,265,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,139,725
Expenses. Certain deemed distributions of participant loans2018-12-31$-5,078
Value of total corrective distributions2018-12-31$9,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,103,783
Value of total assets at end of year2018-12-31$48,528,579
Value of total assets at beginning of year2018-12-31$46,726,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$120,512
Total interest from all sources2018-12-31$242,798
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,249,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,249,189
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,148,677
Participant contributions at end of year2018-12-31$1,567,390
Participant contributions at beginning of year2018-12-31$1,190,017
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,230,849
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$125
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$1,801,940
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,528,579
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$46,726,639
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$97,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$41,492,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$40,286,678
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$63,657
Interest earned on other investments2018-12-31$179,141
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,468,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,249,944
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,528,718
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$2,724,257
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,139,725
Contract administrator fees2018-12-31$23,246
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 name2018-12-31DRAFFIN AND TUCKER
Accountancy firm EIN2018-12-31580914992
2017 : SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,307,131
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,506,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,389,807
Expenses. Certain deemed distributions of participant loans2017-12-31$5,078
Value of total corrective distributions2017-12-31$14,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,216,523
Value of total assets at end of year2017-12-31$46,726,639
Value of total assets at beginning of year2017-12-31$37,926,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$97,278
Total interest from all sources2017-12-31$200,277
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,533,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,533,733
Administrative expenses professional fees incurred2017-12-31$2,138
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,155,842
Participant contributions at end of year2017-12-31$1,190,017
Participant contributions at beginning of year2017-12-31$1,121,468
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$976,806
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,800,150
Value of net assets at end of year (total assets less liabilities)2017-12-31$46,726,639
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,926,489
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$78,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$40,286,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$31,903,083
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$51,097
Interest earned on other investments2017-12-31$149,180
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,249,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,901,938
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,356,598
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$2,083,875
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,389,807
Contract administrator fees2017-12-31$17,036
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 name2017-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2017-12-31580914992
2016 : SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$7,263,097
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,077,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,914,997
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$29,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,929,536
Value of total assets at end of year2016-12-31$37,926,489
Value of total assets at beginning of year2016-12-31$33,740,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$132,999
Total interest from all sources2016-12-31$124,490
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$889,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$889,594
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,570,433
Participant contributions at end of year2016-12-31$1,121,468
Participant contributions at beginning of year2016-12-31$1,179,068
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$601,872
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$4,388
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,185,802
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,926,489
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,740,687
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$39,099
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$31,903,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,531,564
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$53,263
Interest earned on other investments2016-12-31$71,227
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$4,030,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,901,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,287,383
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$27,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,757,231
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,914,997
Contract administrator fees2016-12-31$93,900
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 name2016-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2016-12-31580914992
2015 : SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$4,024,302
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,622,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,481,050
Value of total corrective distributions2015-12-31$1,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,804,045
Value of total assets at end of year2015-12-31$33,740,687
Value of total assets at beginning of year2015-12-31$33,338,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$140,263
Total interest from all sources2015-12-31$47,569
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,183,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,183,661
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,181,899
Participant contributions at end of year2015-12-31$1,179,068
Participant contributions at beginning of year2015-12-31$1,202,943
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$130,860
Other income not declared elsewhere2015-12-31$19,199
Administrative expenses (other) incurred2015-12-31$34
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$401,690
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,740,687
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,338,997
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$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,531,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,033,437
Interest on participant loans2015-12-31$47,569
Value of interest in common/collective trusts at end of year2015-12-31$4,030,055
Value of interest in common/collective trusts at beginning of year2015-12-31$3,102,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,086,882
Net investment gain or loss from common/collective trusts2015-12-31$56,710
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$1,491,286
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,481,050
Contract administrator fees2015-12-31$90,229
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2015-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2015-12-31580914992
2014 : SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN 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$5,452,119
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,824,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,700,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,687,009
Value of total assets at end of year2014-12-31$33,338,997
Value of total assets at beginning of year2014-12-31$30,710,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$123,279
Total interest from all sources2014-12-31$48,143
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,342,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,342,304
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$2,136,976
Participant contributions at end of year2014-12-31$1,202,943
Participant contributions at beginning of year2014-12-31$1,018,850
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$95,389
Other income not declared elsewhere2014-12-31$18,321
Administrative expenses (other) incurred2014-12-31$39
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$2,628,055
Value of net assets at end of year (total assets less liabilities)2014-12-31$33,338,997
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,710,942
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
Investment advisory and management fees2014-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,033,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,474,547
Interest on participant loans2014-12-31$48,143
Value of interest in common/collective trusts at end of year2014-12-31$3,102,617
Value of interest in common/collective trusts at beginning of year2014-12-31$3,217,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$344,051
Net investment gain or loss from common/collective trusts2014-12-31$12,291
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$1,454,644
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,700,785
Contract administrator fees2014-12-31$73,240
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2014-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2014-12-31580914992
2013 : SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN 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$7,564,272
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,845,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,708,793
Value of total corrective distributions2013-12-31$20,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,433,065
Value of total assets at end of year2013-12-31$30,710,942
Value of total assets at beginning of year2013-12-31$25,992,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$116,067
Total interest from all sources2013-12-31$36,923
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$734,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$734,064
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$1,877,511
Participant contributions at end of year2013-12-31$1,018,850
Participant contributions at beginning of year2013-12-31$831,799
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$288,130
Other income not declared elsewhere2013-12-31$14,455
Administrative expenses (other) incurred2013-12-31$14
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$4,718,510
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,710,942
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,992,432
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
Investment advisory and management fees2013-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,474,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,009,281
Interest on participant loans2013-12-31$36,923
Value of interest in common/collective trusts at end of year2013-12-31$3,217,545
Value of interest in common/collective trusts at beginning of year2013-12-31$3,151,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,332,427
Net investment gain or loss from common/collective trusts2013-12-31$13,338
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$1,267,424
Employer contributions (assets) at end of year2013-12-31$0
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$2,708,793
Contract administrator fees2013-12-31$66,053
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 name2013-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2013-12-31580914992
2012 : SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN 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$5,709,263
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,912,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,795,227
Value of total corrective distributions2012-12-31$4,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,316,507
Value of total assets at end of year2012-12-31$25,992,432
Value of total assets at beginning of year2012-12-31$22,195,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$113,148
Total interest from all sources2012-12-31$32,885
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$845,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$845,746
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$1,872,310
Participant contributions at end of year2012-12-31$831,799
Participant contributions at beginning of year2012-12-31$744,944
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$161,997
Administrative expenses (other) incurred2012-12-31$4
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$3,796,822
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,992,432
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,195,610
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
Investment advisory and management fees2012-12-31$53,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,009,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,359,092
Interest on participant loans2012-12-31$32,885
Value of interest in common/collective trusts at end of year2012-12-31$3,151,352
Value of interest in common/collective trusts at beginning of year2012-12-31$3,091,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,477,566
Net investment gain or loss from common/collective trusts2012-12-31$36,559
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$1,282,200
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,795,227
Contract administrator fees2012-12-31$59,989
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2012-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2012-12-31580914992
2011 : SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN 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$3,112,500
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,625,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,511,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,132,435
Value of total assets at end of year2011-12-31$22,195,610
Value of total assets at beginning of year2011-12-31$20,708,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$113,310
Total interest from all sources2011-12-31$29,996
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$527,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$527,183
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$1,698,289
Participant contributions at end of year2011-12-31$744,944
Participant contributions at beginning of year2011-12-31$710,567
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$278,889
Administrative expenses (other) incurred2011-12-31$73
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$1,487,274
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,195,610
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,708,336
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
Investment advisory and management fees2011-12-31$53,923
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,359,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,390,242
Interest on participant loans2011-12-31$29,996
Value of interest in common/collective trusts at end of year2011-12-31$3,091,574
Value of interest in common/collective trusts at beginning of year2011-12-31$2,600,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-629,606
Net investment gain or loss from common/collective trusts2011-12-31$52,492
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$1,155,257
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$6,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,511,916
Contract administrator fees2011-12-31$59,314
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2011-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2011-12-31580914992
2010 : SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN 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$4,774,494
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,256,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,140,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,709,211
Value of total assets at end of year2010-12-31$20,708,336
Value of total assets at beginning of year2010-12-31$17,190,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$116,487
Total interest from all sources2010-12-31$30,784
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$413,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$413,131
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Contributions received from participants2010-12-31$1,555,855
Participant contributions at end of year2010-12-31$710,567
Participant contributions at beginning of year2010-12-31$620,176
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$87,456
Administrative expenses (other) incurred2010-12-31$225
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$3,517,977
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,708,336
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,190,359
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
Investment advisory and management fees2010-12-31$64,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,390,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,857,447
Interest on participant loans2010-12-31$30,784
Value of interest in common/collective trusts at end of year2010-12-31$2,600,724
Value of interest in common/collective trusts at beginning of year2010-12-31$2,712,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,564,159
Net investment gain or loss from common/collective trusts2010-12-31$57,209
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$1,065,900
Employer contributions (assets) at end of year2010-12-31$6,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,140,030
Contract administrator fees2010-12-31$51,958
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2010-12-31580914992
2009 : SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN 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 SOUTH LAKE HOSPITAL, INC. SAVINGS PLAN

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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62133
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62133
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62133
Policy instance 1

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