MOUNT CARMEL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MOUNT CARMEL COMMUNITY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : MOUNT CARMEL COMMUNITY 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-11-10 | 238885 |
| Net assets as of the end of the plan year | 2025-11-10 | 0 |
| Total assets as of the beginning of the plan year | 2025-11-10 | 245396 |
| Value of plan covered by a fidelity bond | 2025-11-10 | 385000 |
| Participant contributions to plan in this plan year | 2025-11-10 | 0 |
| Other income to plan in this plan year | 2025-11-10 | -6511 |
| Plan net income in this plan year | 2025-11-10 | -245396 |
| Net assets as of the end of the plan year | 2025-11-10 | 0 |
| Net assets as of the beginning of the plan year | 2025-11-10 | 245396 |
| Employer contributions to plan in this plan year | 2025-11-10 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-11-10 | 1369 |
| Total expenses incurred by plan in this plan year | 2025-10-14 | 216052 |
| Net assets as of the end of the plan year | 2025-10-14 | 245396 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 427301 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 385000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 684 |
| Other income to plan in this plan year | 2025-10-14 | 33005 |
| Plan net income in this plan year | 2025-10-14 | -181905 |
| Net assets as of the end of the plan year | 2025-10-14 | 245396 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 427301 |
| Employer contributions to plan in this plan year | 2025-10-14 | 458 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 3234 |
| 2024 : MOUNT CARMEL COMMUNITY 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 45 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 309446 |
| Net assets as of the end of the plan year | 2024-10-14 | 427301 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 625780 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 385000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 25844 |
| Other income to plan in this plan year | 2024-10-14 | 68211 |
| Plan net income in this plan year | 2024-10-14 | -198434 |
| Net assets as of the end of the plan year | 2024-10-14 | 427301 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 625735 |
| Employer contributions to plan in this plan year | 2024-10-14 | 16957 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 10414 |
| 2022 : MOUNT CARMEL COMMUNITY 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $45 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $45 |
| Total income from all sources (including contributions) | 2022-12-31 | $51,584 |
| Total of all expenses incurred | 2022-12-31 | $55,925 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $54,022 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $135,283 |
| Value of total assets at end of year | 2022-12-31 | $625,780 |
| Value of total assets at beginning of year | 2022-12-31 | $630,121 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,903 |
| Total interest from all sources | 2022-12-31 | $237 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $10,691 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $10,691 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $91,912 |
| Participant contributions at end of year | 2022-12-31 | $3,377 |
| Participant contributions at beginning of year | 2022-12-31 | $3,354 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $45 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $45 |
| Administrative expenses (other) incurred | 2022-12-31 | $455 |
| Total non interest bearing cash at end of year | 2022-12-31 | $162 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $162 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-4,341 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $625,735 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $630,076 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $1,448 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $594,469 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $610,579 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $26,187 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $14,342 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $14,342 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $237 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-94,627 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $43,371 |
| Employer contributions (assets) at end of year | 2022-12-31 | $1,585 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $1,684 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $54,022 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BROWN ROGERS & CO LLC |
| Accountancy firm EIN | 2022-12-31 | 464195990 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $45 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $45 |
| Total income from all sources (including contributions) | 2022-01-01 | $51,584 |
| Total of all expenses incurred | 2022-01-01 | $55,925 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $54,022 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $135,283 |
| Value of total assets at end of year | 2022-01-01 | $625,780 |
| Value of total assets at beginning of year | 2022-01-01 | $630,121 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,903 |
| Total interest from all sources | 2022-01-01 | $237 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $10,691 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $10,691 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $91,912 |
| Participant contributions at end of year | 2022-01-01 | $3,377 |
| Participant contributions at beginning of year | 2022-01-01 | $3,354 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $45 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $45 |
| Administrative expenses (other) incurred | 2022-01-01 | $455 |
| Total non interest bearing cash at end of year | 2022-01-01 | $162 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $162 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-4,341 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $625,735 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $630,076 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $1,448 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $594,469 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $610,579 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $26,187 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $237 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-94,627 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $43,371 |
| Employer contributions (assets) at end of year | 2022-01-01 | $1,585 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $1,684 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $54,022 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BROWN ROGERS & CO LLC |
| Accountancy firm EIN | 2022-01-01 | 464195990 |
| 2021 : MOUNT CARMEL COMMUNITY 401(K) PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $45 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $45 |
| Total income from all sources (including contributions) | 2021-12-31 | $230,257 |
| Total of all expenses incurred | 2021-12-31 | $28,451 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $23,599 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $147,733 |
| Value of total assets at end of year | 2021-12-31 | $630,121 |
| Value of total assets at beginning of year | 2021-12-31 | $428,315 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,852 |
| Total interest from all sources | 2021-12-31 | $1 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $7,619 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $7,619 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $95,217 |
| Participant contributions at end of year | 2021-12-31 | $3,354 |
| Participant contributions at beginning of year | 2021-12-31 | $3,905 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,928 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $45 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $45 |
| Administrative expenses (other) incurred | 2021-12-31 | $195 |
| Total non interest bearing cash at end of year | 2021-12-31 | $162 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $163 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $201,806 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $630,076 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $428,270 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $4,657 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $610,579 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $422,294 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $14,342 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $74,904 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $50,588 |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,684 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $1,953 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $23,599 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BROWN ROGERS & CO LLC |
| Accountancy firm EIN | 2021-12-31 | 464195990 |
| 2020 : MOUNT CARMEL COMMUNITY 401(K) PLAN 2020 401k financial data |
|---|
| Total transfer of assets to this plan | 2020-12-31 | $0 |
| Total transfer of assets from this plan | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $45 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $45 |
| Total income from all sources (including contributions) | 2020-12-31 | $168,335 |
| Total of all expenses incurred | 2020-12-31 | $16,552 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $13,592 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $121,234 |
| Value of total assets at end of year | 2020-12-31 | $428,315 |
| Value of total assets at beginning of year | 2020-12-31 | $276,532 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,960 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $6,253 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $6,253 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $75,328 |
| Participant contributions at end of year | 2020-12-31 | $3,905 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $45 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $45 |
| Administrative expenses (other) incurred | 2020-12-31 | $260 |
| Total non interest bearing cash at end of year | 2020-12-31 | $163 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $113 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $151,783 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $428,270 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $276,487 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $2,700 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $422,294 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $276,419 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $40,848 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $45,906 |
| Employer contributions (assets) at end of year | 2020-12-31 | $1,953 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $13,592 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | BROWN ROGERS & CO LLC |
| Accountancy firm EIN | 2020-12-31 | 464195990 |
| 2019 : MOUNT CARMEL COMMUNITY 401(K) PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $45 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $45 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $110 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $110 |
| Total income from all sources (including contributions) | 2019-12-31 | $135,634 |
| Total income from all sources (including contributions) | 2019-12-31 | $135,634 |
| Total of all expenses incurred | 2019-12-31 | $59,402 |
| Total of all expenses incurred | 2019-12-31 | $59,402 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $56,291 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $56,291 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $91,996 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $91,996 |
| Value of total assets at end of year | 2019-12-31 | $276,532 |
| Value of total assets at end of year | 2019-12-31 | $276,532 |
| Value of total assets at beginning of year | 2019-12-31 | $200,365 |
| Value of total assets at beginning of year | 2019-12-31 | $200,365 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,111 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,111 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,816 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,816 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $5,816 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $5,816 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $385,000 |
| Value of fidelity bond cover | 2019-12-31 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 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 | $52,183 |
| Contributions received from participants | 2019-12-31 | $52,183 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,254 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,254 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $45 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $45 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $110 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $110 |
| Administrative expenses (other) incurred | 2019-12-31 | $910 |
| Administrative expenses (other) incurred | 2019-12-31 | $910 |
| Total non interest bearing cash at end of year | 2019-12-31 | $113 |
| Total non interest bearing cash at end of year | 2019-12-31 | $113 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $178 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $178 |
| 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 |
| 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 | $76,232 |
| Value of net income/loss | 2019-12-31 | $76,232 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $276,487 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $276,487 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $200,255 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $200,255 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| 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 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 |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $2,201 |
| Investment advisory and management fees | 2019-12-31 | $2,201 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $276,419 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $276,419 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $200,187 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $200,187 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $37,822 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $37,822 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| 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 |
| 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 |
| 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 | $36,559 |
| Contributions received in cash from employer | 2019-12-31 | $36,559 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $56,291 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $56,291 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 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 | 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 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 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 |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | BROWN, ROGERS & CO., P.A. |
| Accountancy firm name | 2019-12-31 | BROWN, ROGERS & CO., P.A. |
| Accountancy firm EIN | 2019-12-31 | 710525335 |
| Accountancy firm EIN | 2019-12-31 | 710525335 |
| 2018 : MOUNT CARMEL COMMUNITY 401(K) PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $110 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $45 |
| Total income from all sources (including contributions) | 2018-12-31 | $95,691 |
| Total of all expenses incurred | 2018-12-31 | $44,941 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $41,350 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $109,671 |
| Value of total assets at end of year | 2018-12-31 | $200,365 |
| Value of total assets at beginning of year | 2018-12-31 | $149,550 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,591 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $4,313 |
| 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 | $4,313 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $64,361 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $110 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $45 |
| Administrative expenses (other) incurred | 2018-12-31 | $1,950 |
| Total non interest bearing cash at end of year | 2018-12-31 | $178 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $46 |
| 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 | $50,750 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $200,255 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $149,505 |
| 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 |
| Investment advisory and management fees | 2018-12-31 | $1,641 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $200,187 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $149,504 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-18,293 |
| 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 | $45,310 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $41,350 |
| 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 | BROWN, ROGERS & CO., P.A. |
| Accountancy firm EIN | 2018-12-31 | 710525335 |
| 2017 : MOUNT CARMEL COMMUNITY 401(K) PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $45 |
| 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 | $149,868 |
| Total of all expenses incurred | 2017-12-31 | $363 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $141,823 |
| Value of total assets at end of year | 2017-12-31 | $149,550 |
| Value of total assets at beginning of year | 2017-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $363 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,661 |
| 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 | $1,661 |
| Was this plan covered by a fidelity bond | 2017-12-31 | No |
| 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 | $86,146 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $45 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
| Total non interest bearing cash at end of year | 2017-12-31 | $46 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $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 | 2017-12-31 | No |
| Income. Non cash contributions | 2017-12-31 | $0 |
| Value of net income/loss | 2017-12-31 | $149,505 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $149,505 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| 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 |
| Investment advisory and management fees | 2017-12-31 | $363 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $149,504 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,384 |
| 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 | $55,677 |
| 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 | BROWN, ROGERS & CO., P.A. |
| Accountancy firm EIN | 2017-12-31 | 710525335 |
