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MONROE HOSPITAL 401(K) PLAN 401k Plan overview

Plan NameMONROE HOSPITAL 401(K) PLAN
Plan identification number 001

MONROE HOSPITAL 401(K) 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

MONROE HOSPITAL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:MONROE HOSPITAL MANAGEMENT, LLC
Employer identification number (EIN):204684683
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONROE HOSPITAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01KARIN CAMPBELL2022-06-30
0012020-01-01KARIN CAMPBELL2021-07-30
0012019-01-01KARIN CAMPBELL2020-07-31
0012018-01-01KARIN CAMPBELL2019-07-31 KARIN CAMPBELL2019-07-31
0012017-01-01JOSEPH ROCHE2018-10-31
0012016-01-01JOSEPH ROCHE2017-10-03 KARYN BATDORF2017-10-03
0012015-01-01JOE ROCHE
0012015-01-01JOE ROCHE
0012014-01-01JANICE WAMPLER
0012014-01-01JANICE WAMPLER
0012013-01-01PAMELA HOFFMAN
0012012-01-01PAMELA HOFFMAN
0012011-01-01PAMELA HOFFMAN
0012009-01-01PAMELA HOFFMAN

Plan Statistics for MONROE HOSPITAL 401(K) PLAN

401k plan membership statisitcs for MONROE HOSPITAL 401(K) PLAN

Measure Date Value
2015: MONROE HOSPITAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01359
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0174
Total of all active and inactive participants2015-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0175
Number of participants with account balances2015-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MONROE HOSPITAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01442
Total number of active participants reported on line 7a of the Form 55002014-01-01279
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0176
Total of all active and inactive participants2014-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01355
Number of participants with account balances2014-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MONROE HOSPITAL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01370
Total number of active participants reported on line 7a of the Form 55002013-01-01373
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01427
Number of participants with account balances2013-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MONROE HOSPITAL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01344
Total number of active participants reported on line 7a of the Form 55002012-01-01329
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01370
Number of participants with account balances2012-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MONROE HOSPITAL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01358
Total number of active participants reported on line 7a of the Form 55002011-01-01304
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01344
Number of participants with account balances2011-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MONROE HOSPITAL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01200
Total number of active participants reported on line 7a of the Form 55002009-01-01341
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01363
Number of participants with account balances2009-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MONROE HOSPITAL 401(K) PLAN

Measure Date Value
2015 : MONROE HOSPITAL 401(K) 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$64,649
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,818,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,755,690
Expenses. Certain deemed distributions of participant loans2015-12-31$1,950
Value of total corrective distributions2015-12-31$59,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$956,504
Value of total assets at beginning of year2015-12-31$3,710,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,033
Total interest from all sources2015-12-31$1,884
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$66,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$66,638
Was this plan covered by a fidelity bond2015-12-31No
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$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$46,631
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other income not declared elsewhere2015-12-31$-8,674
Administrative expenses (other) incurred2015-12-31$1,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,753,722
Value of net assets at end of year (total assets less liabilities)2015-12-31$956,504
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,710,226
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$664,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,395,540
Interest on participant loans2015-12-31$1,884
Value of interest in common/collective trusts at end of year2015-12-31$291,930
Value of interest in common/collective trusts at beginning of year2015-12-31$1,268,055
Net investment gain or loss from common/collective trusts2015-12-31$4,801
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,755,690
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 name2015-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2015-12-31351090346
2014 : MONROE HOSPITAL 401(K) 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$884,914
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$670,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$661,351
Expenses. Certain deemed distributions of participant loans2014-12-31$4,657
Value of total corrective distributions2014-12-31$892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$677,769
Value of total assets at end of year2014-12-31$3,710,226
Value of total assets at beginning of year2014-12-31$3,495,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,700
Total interest from all sources2014-12-31$4,080
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$151,891
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$151,891
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$526,738
Participant contributions at end of year2014-12-31$46,631
Participant contributions at beginning of year2014-12-31$68,086
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,784
Administrative expenses (other) incurred2014-12-31$3,700
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$214,314
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,710,226
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,495,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,395,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,276,373
Interest on participant loans2014-12-31$4,080
Value of interest in common/collective trusts at end of year2014-12-31$1,268,055
Value of interest in common/collective trusts at beginning of year2014-12-31$1,151,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-26,108
Net investment gain or loss from common/collective trusts2014-12-31$77,282
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$136,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$661,351
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 name2014-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2014-12-31351090346
2013 : MONROE HOSPITAL 401(K) 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$1,272,263
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$167,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$164,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$850,006
Value of total assets at end of year2013-12-31$3,495,912
Value of total assets at beginning of year2013-12-31$2,391,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,932
Total interest from all sources2013-12-31$4,271
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$91,330
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$91,330
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$549,023
Participant contributions at end of year2013-12-31$68,086
Participant contributions at beginning of year2013-12-31$63,003
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$2,478
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,541
Administrative expenses (other) incurred2013-12-31$2,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,104,836
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,495,912
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,391,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,276,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,516,348
Interest on participant loans2013-12-31$4,271
Value of interest in common/collective trusts at end of year2013-12-31$1,151,453
Value of interest in common/collective trusts at beginning of year2013-12-31$805,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$236,884
Net investment gain or loss from common/collective trusts2013-12-31$89,772
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$288,442
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$3,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$164,495
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 name2013-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2013-12-31351090346
2012 : MONROE HOSPITAL 401(K) 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$30,914
Total income from all sources (including contributions)2012-12-31$855,273
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$180,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$175,275
Expenses. Certain deemed distributions of participant loans2012-12-31$2,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$639,897
Value of total assets at end of year2012-12-31$2,391,076
Value of total assets at beginning of year2012-12-31$1,747,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,450
Total interest from all sources2012-12-31$4,060
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$44,365
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$44,365
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$174,000
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$406,588
Participant contributions at end of year2012-12-31$63,003
Participant contributions at beginning of year2012-12-31$68,893
Participant contributions at end of year2012-12-31$2,478
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$30,914
Administrative expenses (other) incurred2012-12-31$2,450
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$674,848
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,391,076
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,716,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,516,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,069,809
Interest on participant loans2012-12-31$4,060
Value of interest in common/collective trusts at end of year2012-12-31$805,500
Value of interest in common/collective trusts at beginning of year2012-12-31$608,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$111,275
Net investment gain or loss from common/collective trusts2012-12-31$55,676
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$225,148
Employer contributions (assets) at end of year2012-12-31$3,747
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$175,275
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 name2012-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2012-12-31351090346
2011 : MONROE HOSPITAL 401(K) 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$30,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$26,654
Total income from all sources (including contributions)2011-12-31$297,074
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$293,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$288,321
Expenses. Certain deemed distributions of participant loans2011-12-31$2,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$297,419
Value of total assets at end of year2011-12-31$1,747,142
Value of total assets at beginning of year2011-12-31$1,739,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,007
Total interest from all sources2011-12-31$3,473
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$28,634
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$28,634
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$282,469
Participant contributions at end of year2011-12-31$68,893
Participant contributions at beginning of year2011-12-31$50,947
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$30,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$26,654
Administrative expenses (other) incurred2011-12-31$3,007
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$3,371
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,716,228
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,712,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,069,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,109,813
Interest on participant loans2011-12-31$3,473
Value of interest in common/collective trusts at end of year2011-12-31$608,440
Value of interest in common/collective trusts at beginning of year2011-12-31$578,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-35,102
Net investment gain or loss from common/collective trusts2011-12-31$2,650
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$288,321
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 name2011-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2011-12-31351090346
2010 : MONROE HOSPITAL 401(K) 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$26,654
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$700,108
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$246,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$228,702
Expenses. Certain deemed distributions of participant loans2010-12-31$13,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$524,234
Value of total assets at end of year2010-12-31$1,739,511
Value of total assets at beginning of year2010-12-31$1,259,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,425
Total interest from all sources2010-12-31$1,873
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$13,598
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$13,598
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$366,473
Participant contributions at end of year2010-12-31$50,947
Participant contributions at beginning of year2010-12-31$19,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$26,654
Administrative expenses (other) incurred2010-12-31$4,425
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$453,243
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,712,857
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,259,614
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,109,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$832,527
Interest on participant loans2010-12-31$1,873
Value of interest in common/collective trusts at end of year2010-12-31$578,751
Value of interest in common/collective trusts at beginning of year2010-12-31$407,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$111,085
Net investment gain or loss from common/collective trusts2010-12-31$49,318
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$157,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$228,702
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 name2010-12-31KATZ SAPPER & MILLER LLP
Accountancy firm EIN2010-12-31351090346

Form 5500 Responses for MONROE HOSPITAL 401(K) PLAN

2015: MONROE HOSPITAL 401(K) 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: MONROE HOSPITAL 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: MONROE HOSPITAL 401(K) 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: MONROE HOSPITAL 401(K) 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: MONROE HOSPITAL 401(K) 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
2009: MONROE HOSPITAL 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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