S.W.C CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORWALK HOSPITAL EMPLOYEE SAVINGS PLAN
Measure | Date | Value |
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2022 : NORWALK HOSPITAL EMPLOYEE SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-05-02 | $0 |
Total transfer of assets from this plan | 2022-05-02 | $32,202,365 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-02 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-02 | $0 |
Total income from all sources (including contributions) | 2022-05-02 | $-2,437,481 |
Total loss/gain on sale of assets | 2022-05-02 | $0 |
Total of all expenses incurred | 2022-05-02 | $454,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-02 | $449,104 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-02 | $1,757,178 |
Value of total assets at end of year | 2022-05-02 | $0 |
Value of total assets at beginning of year | 2022-05-02 | $35,094,460 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-02 | $5,510 |
Total interest from all sources | 2022-05-02 | $32,022 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-05-02 | $52,715 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-02 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-05-02 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-05-02 | $52,715 |
Was this plan covered by a fidelity bond | 2022-05-02 | Yes |
Value of fidelity bond cover | 2022-05-02 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2022-05-02 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-05-02 | No |
Contributions received from participants | 2022-05-02 | $454,004 |
Participant contributions at end of year | 2022-05-02 | $0 |
Participant contributions at beginning of year | 2022-05-02 | $556,561 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-05-02 | $9,881 |
Other income not declared elsewhere | 2022-05-02 | $-13,116 |
Administrative expenses (other) incurred | 2022-05-02 | $5,510 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-02 | No |
Value of net income/loss | 2022-05-02 | $-2,892,095 |
Value of net assets at end of year (total assets less liabilities) | 2022-05-02 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-05-02 | $35,094,460 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-02 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-02 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-05-02 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-05-02 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-05-02 | $16,949,619 |
Interest on participant loans | 2022-05-02 | $9,573 |
Interest earned on other investments | 2022-05-02 | $22,449 |
Value of interest in common/collective trusts at end of year | 2022-05-02 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-05-02 | $13,691,977 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-05-02 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-05-02 | $356 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-05-02 | $356 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-05-02 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-05-02 | $3,895,947 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-05-02 | $-2,529,053 |
Net investment gain or loss from common/collective trusts | 2022-05-02 | $-1,737,227 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-02 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-05-02 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-05-02 | No |
Contributions received in cash from employer | 2022-05-02 | $1,293,293 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-02 | $449,104 |
Did the plan have assets held for investment | 2022-05-02 | 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 | 2022-05-02 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-02 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-05-02 | Unqualified |
Accountancy firm name | 2022-05-02 | MARCUM LLP |
Accountancy firm EIN | 2022-05-02 | 111986323 |
2021 : NORWALK HOSPITAL EMPLOYEE SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $64,444,879 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $11,935,552 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,089,905 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,062,449 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $-15,536 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,171,036 |
Value of total assets at end of year | 2021-12-31 | $35,094,460 |
Value of total assets at beginning of year | 2021-12-31 | $91,693,692 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $42,992 |
Total interest from all sources | 2021-12-31 | $38,121 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $886,910 |
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 | $886,910 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
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 | $2,683,970 |
Participant contributions at end of year | 2021-12-31 | $556,561 |
Participant contributions at beginning of year | 2021-12-31 | $965,309 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $92,180 |
Administrative expenses (other) incurred | 2021-12-31 | $36,610 |
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 | $7,845,647 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $35,094,460 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $91,693,692 |
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 | $6,382 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $16,949,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $77,932,196 |
Interest on participant loans | 2021-12-31 | $38,121 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $13,691,977 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $356 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $585 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $585 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $3,895,947 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $12,795,602 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,320,141 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,519,344 |
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 | $1,394,886 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,062,449 |
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 | MARCUM LLP |
Accountancy firm EIN | 2021-12-31 | 111986323 |
2020 : NORWALK HOSPITAL EMPLOYEE SAVINGS PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $16,438,302 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $8,837,567 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,730,383 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $-1,611 |
Value of total corrective distributions | 2020-12-31 | $585 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,433,847 |
Value of total assets at end of year | 2020-12-31 | $91,693,692 |
Value of total assets at beginning of year | 2020-12-31 | $84,092,957 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $108,210 |
Total interest from all sources | 2020-12-31 | $322,929 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,899,206 |
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 | $2,899,206 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
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 | $2,898,912 |
Participant contributions at end of year | 2020-12-31 | $965,309 |
Participant contributions at beginning of year | 2020-12-31 | $1,376,962 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $49,866 |
Administrative expenses (other) incurred | 2020-12-31 | $101,346 |
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 | $7,600,735 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $91,693,692 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $84,092,957 |
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 | $6,864 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $77,932,196 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $70,423,390 |
Interest on participant loans | 2020-12-31 | $65,304 |
Interest earned on other investments | 2020-12-31 | $257,479 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $585 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $4,162 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $4,162 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $146 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $12,795,602 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $12,288,443 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $8,782,320 |
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 | $1,485,069 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,730,383 |
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 | MARCUM LLP |
Accountancy firm EIN | 2020-12-31 | 111986323 |
2019 : NORWALK HOSPITAL EMPLOYEE SAVINGS PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 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 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 | $18,216,904 |
Total income from all sources (including contributions) | 2019-12-31 | $18,216,904 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $6,610,299 |
Total of all expenses incurred | 2019-12-31 | $6,610,299 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,505,431 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,505,431 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,024,075 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,024,075 |
Value of total assets at end of year | 2019-12-31 | $84,092,957 |
Value of total assets at end of year | 2019-12-31 | $84,092,957 |
Value of total assets at beginning of year | 2019-12-31 | $72,486,352 |
Value of total assets at beginning of year | 2019-12-31 | $72,486,352 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $104,868 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $104,868 |
Total interest from all sources | 2019-12-31 | $343,803 |
Total interest from all sources | 2019-12-31 | $343,803 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,777,397 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,777,397 |
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 | $2,777,397 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,777,397 |
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 | $2,000,000 |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
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 | $2,863,682 |
Contributions received from participants | 2019-12-31 | $2,863,682 |
Participant contributions at end of year | 2019-12-31 | $1,376,962 |
Participant contributions at end of year | 2019-12-31 | $1,376,962 |
Participant contributions at beginning of year | 2019-12-31 | $1,434,158 |
Participant contributions at beginning of year | 2019-12-31 | $1,434,158 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $44,205 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $44,205 |
Other income not declared elsewhere | 2019-12-31 | $11,060 |
Other income not declared elsewhere | 2019-12-31 | $11,060 |
Administrative expenses (other) incurred | 2019-12-31 | $97,856 |
Administrative expenses (other) incurred | 2019-12-31 | $97,856 |
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 | $11,606,605 |
Value of net income/loss | 2019-12-31 | $11,606,605 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $84,092,957 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $84,092,957 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $72,486,352 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $72,486,352 |
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 | $7,012 |
Investment advisory and management fees | 2019-12-31 | $7,012 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $70,423,390 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $70,423,390 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $58,848,021 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $58,848,021 |
Interest on participant loans | 2019-12-31 | $74,083 |
Interest on participant loans | 2019-12-31 | $74,083 |
Interest earned on other investments | 2019-12-31 | $269,638 |
Interest earned on other investments | 2019-12-31 | $269,638 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,162 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,162 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $82 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $82 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $12,288,443 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $12,288,443 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $12,204,173 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $12,204,173 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,060,569 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,060,569 |
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 | $1,116,188 |
Contributions received in cash from employer | 2019-12-31 | $1,116,188 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,505,431 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,505,431 |
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 | MARCUM LLP |
Accountancy firm name | 2019-12-31 | MARCUM LLP |
Accountancy firm EIN | 2019-12-31 | 111986323 |
Accountancy firm EIN | 2019-12-31 | 111986323 |
2018 : NORWALK HOSPITAL EMPLOYEE SAVINGS PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $730,777 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $5,964,680 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,842,016 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $19,440 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,148,082 |
Value of total assets at end of year | 2018-12-31 | $72,486,352 |
Value of total assets at beginning of year | 2018-12-31 | $77,720,255 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $103,224 |
Total interest from all sources | 2018-12-31 | $326,077 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,726,312 |
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 | $2,726,312 |
Administrative expenses professional fees incurred | 2018-12-31 | $17,510 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
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 | $2,854,462 |
Participant contributions at end of year | 2018-12-31 | $1,434,158 |
Participant contributions at beginning of year | 2018-12-31 | $1,660,675 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $97 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $286,409 |
Administrative expenses (other) incurred | 2018-12-31 | $85,714 |
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 | $-5,233,903 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $72,486,352 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $77,720,255 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $58,848,021 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $64,205,385 |
Interest on participant loans | 2018-12-31 | $74,999 |
Interest earned on other investments | 2018-12-31 | $251,078 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $12,204,173 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $11,854,098 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,469,694 |
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 | $7,211 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,842,016 |
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 | MARCUM LLP |
Accountancy firm EIN | 2018-12-31 | 111986323 |
2017 : NORWALK HOSPITAL EMPLOYEE SAVINGS PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $13,560,969 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $4,524,130 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,414,801 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $24,378 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,038,862 |
Value of total assets at end of year | 2017-12-31 | $77,720,255 |
Value of total assets at beginning of year | 2017-12-31 | $68,683,416 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $84,951 |
Total interest from all sources | 2017-12-31 | $71,671 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,880,276 |
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 | $1,880,276 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,675,389 |
Participant contributions at end of year | 2017-12-31 | $1,660,675 |
Participant contributions at beginning of year | 2017-12-31 | $1,489,152 |
Participant contributions at end of year | 2017-12-31 | $97 |
Participant contributions at beginning of year | 2017-12-31 | $40,757 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $14,354 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $672 |
Administrative expenses (other) incurred | 2017-12-31 | $80,361 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $9,036,839 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $77,720,255 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $68,683,416 |
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 | $4,590 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $64,205,385 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $54,895,885 |
Interest on participant loans | 2017-12-31 | $71,671 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $11,854,098 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $12,240,245 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $8,570,160 |
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 | $349,119 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $16,705 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,414,801 |
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 | MARCUM LLP |
Accountancy firm EIN | 2017-12-31 | 111986323 |
2016 : NORWALK HOSPITAL EMPLOYEE SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $8,460,302 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $4,888,230 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,782,320 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $40,229 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,735,257 |
Value of total assets at end of year | 2016-12-31 | $68,683,416 |
Value of total assets at beginning of year | 2016-12-31 | $65,111,344 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $65,681 |
Total interest from all sources | 2016-12-31 | $61,381 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,658,015 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,658,015 |
Administrative expenses professional fees incurred | 2016-12-31 | $1,429 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,701,445 |
Participant contributions at end of year | 2016-12-31 | $1,489,152 |
Participant contributions at beginning of year | 2016-12-31 | $1,210,507 |
Participant contributions at end of year | 2016-12-31 | $40,757 |
Participant contributions at beginning of year | 2016-12-31 | $45,913 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $102,440 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $672 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $64,252 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,572,072 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $68,683,416 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $65,111,344 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $54,895,885 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $39,595,835 |
Interest on participant loans | 2016-12-31 | $60,656 |
Interest earned on other investments | 2016-12-31 | $725 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $12,298,500 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $12,298,500 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $12,240,245 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $11,942,429 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,005,649 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $931,372 |
Employer contributions (assets) at end of year | 2016-12-31 | $16,705 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $18,160 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,782,320 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MARCUM LLP |
Accountancy firm EIN | 2016-12-31 | 111986323 |
2015 : NORWALK HOSPITAL EMPLOYEE SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $4,040,432 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $4,708,489 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,704,928 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,828,706 |
Value of total assets at end of year | 2015-12-31 | $65,111,344 |
Value of total assets at beginning of year | 2015-12-31 | $65,779,401 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,561 |
Total interest from all sources | 2015-12-31 | $278,921 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,154,826 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,154,826 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,710,999 |
Participant contributions at end of year | 2015-12-31 | $1,210,507 |
Participant contributions at beginning of year | 2015-12-31 | $1,179,038 |
Participant contributions at end of year | 2015-12-31 | $45,913 |
Participant contributions at beginning of year | 2015-12-31 | $140,312 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $182,788 |
Administrative expenses (other) incurred | 2015-12-31 | $3,561 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-668,057 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $65,111,344 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $65,779,401 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $39,595,835 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $52,693,006 |
Interest on participant loans | 2015-12-31 | $48,208 |
Interest earned on other investments | 2015-12-31 | $230,713 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $12,298,500 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $11,942,429 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $11,675,192 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,222,021 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $934,919 |
Employer contributions (assets) at end of year | 2015-12-31 | $18,160 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $91,853 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,704,928 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MARCUM LLP |
Accountancy firm EIN | 2015-12-31 | 111986323 |
2014 : NORWALK HOSPITAL EMPLOYEE SAVINGS PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $20,048,829 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,022,959 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,001,267 |
Value of total corrective distributions | 2014-12-31 | $3,716 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $16,040,847 |
Value of total assets at end of year | 2014-12-31 | $65,779,401 |
Value of total assets at beginning of year | 2014-12-31 | $51,753,531 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $17,976 |
Total interest from all sources | 2014-12-31 | $36,276 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,264,690 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,264,690 |
Administrative expenses professional fees incurred | 2014-12-31 | $1,791 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $9,818,337 |
Participant contributions at end of year | 2014-12-31 | $1,179,038 |
Participant contributions at beginning of year | 2014-12-31 | $662,862 |
Participant contributions at end of year | 2014-12-31 | $140,312 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $8,138,834 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $776,715 |
Other income not declared elsewhere | 2014-12-31 | $173,451 |
Administrative expenses (other) incurred | 2014-12-31 | $16,185 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $14,025,870 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $65,779,401 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $51,753,531 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $52,693,006 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $41,175,026 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $36,276 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,776,809 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,776,809 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $11,675,192 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $533,565 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $5,445,795 |
Employer contributions (assets) at end of year | 2014-12-31 | $91,853 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,001,267 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MARCUM LLP |
Accountancy firm EIN | 2014-12-31 | 111986323 |
2013 : NORWALK HOSPITAL EMPLOYEE SAVINGS PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $22,159,245 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,413,118 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,388,282 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $2,082 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $15,372,147 |
Value of total assets at end of year | 2013-12-31 | $51,753,531 |
Value of total assets at beginning of year | 2013-12-31 | $32,007,404 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $22,754 |
Total interest from all sources | 2013-12-31 | $19,790 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,660,567 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,660,567 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $9,732,585 |
Participant contributions at end of year | 2013-12-31 | $662,862 |
Participant contributions at beginning of year | 2013-12-31 | $283,217 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $8,138,834 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $6,317,418 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,542,263 |
Other income not declared elsewhere | 2013-12-31 | $-3 |
Administrative expenses (other) incurred | 2013-12-31 | $22,754 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $19,746,127 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $51,753,531 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $32,007,404 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $41,175,026 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $23,744,970 |
Interest on participant loans | 2013-12-31 | $19,302 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,776,809 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,661,799 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,661,799 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $488 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,106,744 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $4,097,299 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,388,282 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MARCUM LLP |
Accountancy firm EIN | 2013-12-31 | 111986323 |
2012 : NORWALK HOSPITAL EMPLOYEE SAVINGS PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $16,137,295 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,392,994 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,387,092 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,003 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $13,672,478 |
Value of total assets at end of year | 2012-12-31 | $32,007,404 |
Value of total assets at beginning of year | 2012-12-31 | $17,263,103 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,899 |
Total interest from all sources | 2012-12-31 | $8,233 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $635,095 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $635,095 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $9,422,388 |
Participant contributions at end of year | 2012-12-31 | $283,217 |
Participant contributions at beginning of year | 2012-12-31 | $80,175 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $6,317,418 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $3,629,791 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $859,779 |
Other income not declared elsewhere | 2012-12-31 | $124,029 |
Administrative expenses (other) incurred | 2012-12-31 | $4,899 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $14,744,301 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $32,007,404 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,263,103 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $23,744,970 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $12,526,688 |
Interest on participant loans | 2012-12-31 | $8,065 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,661,799 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,026,449 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,026,449 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $168 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,697,460 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $3,390,311 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,387,092 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MARCUM LLP |
Accountancy firm EIN | 2012-12-31 | 111986323 |
2011 : NORWALK HOSPITAL EMPLOYEE SAVINGS PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $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 | $11,922,515 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $341,834 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $362,021 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $-21,486 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $12,148,440 |
Value of total assets at end of year | 2011-12-31 | $17,263,103 |
Value of total assets at beginning of year | 2011-12-31 | $5,682,422 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,299 |
Total interest from all sources | 2011-12-31 | $2,705 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $257,701 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $257,701 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $8,847,669 |
Participant contributions at end of year | 2011-12-31 | $80,175 |
Participant contributions at beginning of year | 2011-12-31 | $42,121 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $3,629,791 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $1,024,812 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $398,071 |
Other income not declared elsewhere | 2011-12-31 | $64,485 |
Administrative expenses (other) incurred | 2011-12-31 | $1,299 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $11,580,681 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $17,263,103 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,682,422 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $12,526,688 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,596,059 |
Interest on participant loans | 2011-12-31 | $2,605 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,026,449 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $19,430 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $19,430 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $100 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-550,816 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,902,700 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $362,021 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MARCUM LLP |
Accountancy firm EIN | 2011-12-31 | 111986323 |
2010 : NORWALK HOSPITAL EMPLOYEE SAVINGS PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $976,548 |
Expenses. Total of all expenses incurred | 2010-12-31 | $155,914 |
Benefits paid (including direct rollovers) | 2010-12-31 | $128,551 |
Total plan assets at end of year | 2010-12-31 | $5,682,422 |
Total plan assets at beginning of year | 2010-12-31 | $4,861,788 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $349,477 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $27,363 |
Other income received | 2010-12-31 | $529,022 |
Net income (gross income less expenses) | 2010-12-31 | $820,634 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,682,422 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,861,788 |
Assets. Value of participant loans | 2010-12-31 | $42,121 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $98,049 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : NORWALK HOSPITAL EMPLOYEE SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |