UNIONTOWN HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN
| Measure | Date | Value |
|---|
| 2023 : UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2023 401k financial data |
|---|
| Total transfer of assets from this plan | 2023-02-06 | $37,104,922 |
| Total income from all sources (including contributions) | 2023-02-06 | $2,258,760 |
| Total of all expenses incurred | 2023-02-06 | $741,156 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-02-06 | $728,200 |
| Value of total assets at end of year | 2023-02-06 | $0 |
| Value of total assets at beginning of year | 2023-02-06 | $35,587,318 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-02-06 | $12,956 |
| Total interest from all sources | 2023-02-06 | $5,040 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-02-06 | $1,961 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-02-06 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-02-06 | $1,961 |
| Was this plan covered by a fidelity bond | 2023-02-06 | Yes |
| Value of fidelity bond cover | 2023-02-06 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-02-06 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-02-06 | No |
| Participant contributions at end of year | 2023-02-06 | $0 |
| Participant contributions at beginning of year | 2023-02-06 | $478,109 |
| Participant contributions at end of year | 2023-02-06 | $0 |
| Participant contributions at beginning of year | 2023-02-06 | $74,570 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-02-06 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-02-06 | $679 |
| Administrative expenses (other) incurred | 2023-02-06 | $4,041 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-02-06 | No |
| Value of net income/loss | 2023-02-06 | $1,517,604 |
| Value of net assets at end of year (total assets less liabilities) | 2023-02-06 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-02-06 | $35,587,318 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-02-06 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-02-06 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-02-06 | No |
| Investment advisory and management fees | 2023-02-06 | $8,915 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-02-06 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-02-06 | $33,188,062 |
| Interest on participant loans | 2023-02-06 | $1,710 |
| Interest earned on other investments | 2023-02-06 | $3,330 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-02-06 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-02-06 | $1,845,898 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-02-06 | $2,251,759 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-02-06 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-02-06 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-02-06 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-02-06 | $728,200 |
| 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 | 2023-02-06 | Yes |
| Did the plan have assets held for investment | 2023-02-06 | 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 | 2023-02-06 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-02-06 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2023-02-06 | Unqualified |
| Accountancy firm name | 2023-02-06 | FORVIS, LLP |
| Accountancy firm EIN | 2023-02-06 | 440160260 |
| Total transfer of assets from this plan | 2023-01-01 | $37,104,922 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,258,760 |
| Total of all expenses incurred | 2023-01-01 | $741,156 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $728,200 |
| Value of total assets at end of year | 2023-01-01 | $0 |
| Value of total assets at beginning of year | 2023-01-01 | $35,587,318 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $12,956 |
| Total interest from all sources | 2023-01-01 | $5,040 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $1,961 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $1,961 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Participant contributions at end of year | 2023-01-01 | $0 |
| Participant contributions at beginning of year | 2023-01-01 | $478,109 |
| Participant contributions at end of year | 2023-01-01 | $0 |
| Participant contributions at beginning of year | 2023-01-01 | $74,570 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $679 |
| Administrative expenses (other) incurred | 2023-01-01 | $4,041 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,517,604 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $35,587,318 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $8,915 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $33,188,062 |
| Interest on participant loans | 2023-01-01 | $1,710 |
| Interest earned on other investments | 2023-01-01 | $3,330 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $1,845,898 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $2,251,759 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $728,200 |
| 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 | 2023-01-01 | Yes |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | FORVIS, LLP |
| Accountancy firm EIN | 2023-01-01 | 440160260 |
| 2022 : UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2022 401k financial data |
|---|
| Total transfer of assets from this plan | 2022-12-31 | $230,152 |
| Total income from all sources (including contributions) | 2022-12-31 | $-5,149,243 |
| Total of all expenses incurred | 2022-12-31 | $7,206,499 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,107,827 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $7,306 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,136,160 |
| Value of total assets at end of year | 2022-12-31 | $35,587,318 |
| Value of total assets at beginning of year | 2022-12-31 | $48,173,212 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $91,366 |
| Total interest from all sources | 2022-12-31 | $48,144 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $757,258 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $757,258 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $2,027,570 |
| Participant contributions at end of year | 2022-12-31 | $478,109 |
| Participant contributions at beginning of year | 2022-12-31 | $650,640 |
| Participant contributions at end of year | 2022-12-31 | $74,570 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $108,590 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $679 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $943 |
| Administrative expenses (other) incurred | 2022-12-31 | $55,841 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-12,355,742 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $35,587,318 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $48,173,212 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $35,525 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $33,188,062 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $46,466,707 |
| Interest on participant loans | 2022-12-31 | $20,079 |
| Interest earned on other investments | 2022-12-31 | $28,065 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,845,898 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,054,922 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-8,090,805 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,107,827 |
| 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 | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | FORVIS, LLP |
| Accountancy firm EIN | 2022-12-31 | 440160260 |
| Total transfer of assets from this plan | 2022-01-01 | $230,152 |
| Total income from all sources (including contributions) | 2022-01-01 | $-5,149,243 |
| Total of all expenses incurred | 2022-01-01 | $7,206,499 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $7,107,827 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $7,306 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $2,136,160 |
| Value of total assets at end of year | 2022-01-01 | $35,587,318 |
| Value of total assets at beginning of year | 2022-01-01 | $48,173,212 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $91,366 |
| Total interest from all sources | 2022-01-01 | $48,144 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $757,258 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-01-01 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $757,258 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $2,027,570 |
| Participant contributions at end of year | 2022-01-01 | $478,109 |
| Participant contributions at beginning of year | 2022-01-01 | $650,640 |
| Participant contributions at end of year | 2022-01-01 | $74,570 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $108,590 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $679 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $943 |
| Administrative expenses (other) incurred | 2022-01-01 | $55,841 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-12,355,742 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $35,587,318 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $48,173,212 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $35,525 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $33,188,062 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $46,466,707 |
| Interest on participant loans | 2022-01-01 | $20,079 |
| Interest earned on other investments | 2022-01-01 | $28,065 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $1,845,898 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $1,054,922 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-8,090,805 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $7,107,827 |
| 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 | 2022-01-01 | No |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | FORVIS, LLP |
| Accountancy firm EIN | 2022-01-01 | 440160260 |
| 2021 : UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2021 401k financial data |
|---|
| Total transfer of assets from this plan | 2021-12-31 | $270,001 |
| Total income from all sources (including contributions) | 2021-12-31 | $7,712,927 |
| Total of all expenses incurred | 2021-12-31 | $6,199,298 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,095,899 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $11,118 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,158,447 |
| Value of total assets at end of year | 2021-12-31 | $48,173,212 |
| Value of total assets at beginning of year | 2021-12-31 | $46,929,584 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $92,281 |
| Total interest from all sources | 2021-12-31 | $42,970 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $842,365 |
| 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 | $842,365 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| 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 | $2,091,655 |
| Participant contributions at end of year | 2021-12-31 | $650,640 |
| Participant contributions at beginning of year | 2021-12-31 | $722,731 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $66,792 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $943 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $994 |
| Administrative expenses (other) incurred | 2021-12-31 | $56,696 |
| 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 | $1,513,629 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $48,173,212 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $46,929,584 |
| 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 | $35,585 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $46,466,707 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $45,166,460 |
| Interest on participant loans | 2021-12-31 | $25,501 |
| Interest earned on other investments | 2021-12-31 | $17,469 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,054,922 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,039,399 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,669,145 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,095,899 |
| 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 | 2021-12-31 | No |
| 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 | FORVIS, LLP |
| Accountancy firm EIN | 2021-12-31 | 440160260 |
