CLEARFIELD HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CLEARFIELD HOSPITAL PENSION PLAN
Measure | Date | Value |
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2020 : CLEARFIELD HOSPITAL PENSION PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $1,272,169 |
Total of all expenses incurred | 2020-12-31 | $721,556 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $701,173 |
Value of total assets at end of year | 2020-12-31 | $10,066,617 |
Value of total assets at beginning of year | 2020-12-31 | $9,516,004 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $20,383 |
Total interest from all sources | 2020-12-31 | $4,705 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $172,479 |
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 | $172,479 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $20,383 |
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 | $550,613 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,066,617 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,516,004 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $9,803,405 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,383,314 |
Interest earned on other investments | 2020-12-31 | $4,705 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $263,212 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $132,690 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,094,985 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $701,173 |
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 | 2020-12-31 | No |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | BKD, LLP |
Accountancy firm EIN | 2020-12-31 | 440160260 |
2019 : CLEARFIELD HOSPITAL PENSION PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $1,760,130 |
Total of all expenses incurred | 2019-12-31 | $922,719 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $887,247 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $968 |
Value of total assets at end of year | 2019-12-31 | $9,516,004 |
Value of total assets at beginning of year | 2019-12-31 | $8,678,593 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $35,472 |
Total interest from all sources | 2019-12-31 | $3,497 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $216,641 |
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 | $216,641 |
Administrative expenses professional fees incurred | 2019-12-31 | $13,520 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Participant contributions at beginning of year | 2019-12-31 | $1,587 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $2 |
Administrative expenses (other) incurred | 2019-12-31 | $21,952 |
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 | $837,411 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,516,004 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,678,593 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,383,314 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,398,539 |
Interest on participant loans | 2019-12-31 | $32 |
Interest earned on other investments | 2019-12-31 | $3,465 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $132,690 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $278,465 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,539,024 |
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 |
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 | $968 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $887,247 |
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 | 2019-12-31 | No |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BKD, LLP |
Accountancy firm EIN | 2019-12-31 | 440160260 |
2018 : CLEARFIELD HOSPITAL PENSION PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $-241,623 |
Total of all expenses incurred | 2018-12-31 | $1,660,050 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,615,907 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $233,713 |
Value of total assets at end of year | 2018-12-31 | $8,678,593 |
Value of total assets at beginning of year | 2018-12-31 | $10,580,266 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $44,143 |
Total interest from all sources | 2018-12-31 | $5,700 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $212,734 |
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 | $212,734 |
Administrative expenses professional fees incurred | 2018-12-31 | $12,332 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $-4,838 |
Minimum employer required contribution for this plan year | 2018-12-31 | $176,799 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $181,637 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Participant contributions at end of year | 2018-12-31 | $1,587 |
Participant contributions at beginning of year | 2018-12-31 | $7,243 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $2 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $4 |
Administrative expenses (other) incurred | 2018-12-31 | $31,811 |
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 | $-1,901,673 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,678,593 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,580,266 |
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 | $8,398,539 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,184,652 |
Interest on participant loans | 2018-12-31 | $224 |
Interest earned on other investments | 2018-12-31 | $5,476 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $278,465 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $372,832 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-693,770 |
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 | $233,713 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $15,535 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,615,907 |
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 | 2018-12-31 | No |
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 | BKD, LLP |
Accountancy firm EIN | 2018-12-31 | 440160260 |
2017 : CLEARFIELD HOSPITAL PENSION PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $1,846,186 |
Total of all expenses incurred | 2017-12-31 | $785,666 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $758,514 |
Value of total corrective distributions | 2017-12-31 | $1,417 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $350,954 |
Value of total assets at end of year | 2017-12-31 | $10,580,266 |
Value of total assets at beginning of year | 2017-12-31 | $9,519,746 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $25,735 |
Total interest from all sources | 2017-12-31 | $7,420 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $195,741 |
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 | $195,741 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $382,114 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $382,114 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Participant contributions at end of year | 2017-12-31 | $7,243 |
Participant contributions at beginning of year | 2017-12-31 | $31,818 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $4 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $126 |
Administrative expenses (other) incurred | 2017-12-31 | $25,735 |
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 | $1,060,520 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,580,266 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,519,746 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,184,652 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,086,282 |
Interest on participant loans | 2017-12-31 | $678 |
Interest earned on other investments | 2017-12-31 | $6,742 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $372,832 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $354,824 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,292,071 |
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 | Yes |
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 | $350,954 |
Employer contributions (assets) at end of year | 2017-12-31 | $15,535 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $46,696 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $758,514 |
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 | 2017-12-31 | No |
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 | BKD, LLP |
Accountancy firm EIN | 2017-12-31 | 440160260 |
2016 : CLEARFIELD HOSPITAL PENSION PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $1,161,759 |
Total of all expenses incurred | 2016-12-31 | $1,733,154 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,676,557 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $25,494 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $489,352 |
Value of total assets at end of year | 2016-12-31 | $9,519,746 |
Value of total assets at beginning of year | 2016-12-31 | $10,091,141 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $31,103 |
Total interest from all sources | 2016-12-31 | $7,004 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $194,891 |
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 | $194,891 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $468,284 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $468,284 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Participant contributions at end of year | 2016-12-31 | $31,818 |
Participant contributions at beginning of year | 2016-12-31 | $118,734 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $126 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $31,103 |
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 | $-571,395 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,519,746 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,091,141 |
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 | $9,086,282 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $8,345,301 |
Interest on participant loans | 2016-12-31 | $3,199 |
Interest earned on other investments | 2016-12-31 | $3,805 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,607,943 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $354,824 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $470,512 |
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 | $489,352 |
Employer contributions (assets) at end of year | 2016-12-31 | $46,696 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $19,163 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,676,557 |
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 | 2016-12-31 | Yes |
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 | BKD, LLP |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2015 : CLEARFIELD HOSPITAL PENSION PLAN 2015 401k financial data |
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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 | $520,291 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,136,847 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,070,468 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $343,299 |
Value of total assets at end of year | 2015-12-31 | $10,091,141 |
Value of total assets at beginning of year | 2015-12-31 | $10,707,697 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $66,379 |
Total interest from all sources | 2015-12-31 | $4,709 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $475,495 |
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 | $475,495 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $332,013 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $332,013 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Participant contributions at end of year | 2015-12-31 | $118,734 |
Participant contributions at beginning of year | 2015-12-31 | $132,743 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $13,954 |
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 | $-616,556 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,091,141 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,707,697 |
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 |
Investment advisory and management fees | 2015-12-31 | $62,793 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $8,345,301 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,610,303 |
Interest on participant loans | 2015-12-31 | $4,709 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,607,943 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,960,620 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-303,212 |
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 | No |
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 | $329,345 |
Employer contributions (assets) at end of year | 2015-12-31 | $19,163 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $4,031 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,070,468 |
Contract administrator fees | 2015-12-31 | $3,586 |
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 | BKD, LLP |
Accountancy firm EIN | 2015-12-31 | 440160260 |
2014 : CLEARFIELD HOSPITAL PENSION 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 | $1,319,595 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,631,185 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,568,899 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $549,881 |
Value of total assets at end of year | 2014-12-31 | $10,707,697 |
Value of total assets at beginning of year | 2014-12-31 | $11,019,287 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $62,286 |
Total interest from all sources | 2014-12-31 | $5,137 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $519,825 |
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 | $519,825 |
Administrative expenses professional fees incurred | 2014-12-31 | $3,835 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $549,881 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $549,881 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Participant contributions at end of year | 2014-12-31 | $132,743 |
Participant contributions at beginning of year | 2014-12-31 | $147,226 |
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 | $-311,590 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $10,707,697 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,019,287 |
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 |
Investment advisory and management fees | 2014-12-31 | $58,451 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $8,610,303 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $8,404,385 |
Interest on participant loans | 2014-12-31 | $5,137 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,960,620 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,463,944 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $244,752 |
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 | No |
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 | $549,881 |
Employer contributions (assets) at end of year | 2014-12-31 | $4,031 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $3,732 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,568,899 |
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 | BKD, LLP |
Accountancy firm EIN | 2014-12-31 | 440160260 |
2013 : CLEARFIELD HOSPITAL PENSION PLAN 2013 401k financial data |
---|
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 | $2,266,859 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $318,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $265,290 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $649,054 |
Value of total assets at end of year | 2013-12-31 | $11,019,287 |
Value of total assets at beginning of year | 2013-12-31 | $9,070,862 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $53,144 |
Total interest from all sources | 2013-12-31 | $5,063 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $396,335 |
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 | $396,335 |
Administrative expenses professional fees incurred | 2013-12-31 | $3,079 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $772,650 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $772,650 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Participant contributions at end of year | 2013-12-31 | $147,226 |
Participant contributions at beginning of year | 2013-12-31 | $100,518 |
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 | $1,948,425 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,019,287 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,070,862 |
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 |
Investment advisory and management fees | 2013-12-31 | $50,065 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $8,404,385 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,484,388 |
Interest on participant loans | 2013-12-31 | $5,063 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,463,944 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,482,061 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,216,407 |
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 | No |
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 | $649,054 |
Employer contributions (assets) at end of year | 2013-12-31 | $3,732 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $3,895 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $265,290 |
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 | BKD, LLP |
Accountancy firm EIN | 2013-12-31 | 440160260 |
2012 : CLEARFIELD HOSPITAL PENSION PLAN 2012 401k financial data |
---|
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 | $844,618 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $541,352 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $516,550 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $397,833 |
Value of total assets at end of year | 2012-12-31 | $9,070,862 |
Value of total assets at beginning of year | 2012-12-31 | $8,767,596 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $24,802 |
Total interest from all sources | 2012-12-31 | $1,182 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $151,735 |
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 | $151,735 |
Administrative expenses professional fees incurred | 2012-12-31 | $24,802 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $405,454 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $405,454 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Participant contributions at end of year | 2012-12-31 | $100,518 |
Participant contributions at beginning of year | 2012-12-31 | $46,223 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $14,007 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $303,266 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,070,862 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,767,596 |
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 | $6,484,388 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,451,222 |
Interest on participant loans | 2012-12-31 | $1,182 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,482,061 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,266,442 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $293,868 |
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 | $383,826 |
Employer contributions (assets) at end of year | 2012-12-31 | $3,895 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $3,709 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $516,550 |
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 | BKD, LLP |
Accountancy firm EIN | 2012-12-31 | 440160260 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $128,543 |
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $128,543 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $15,201 |
Total income from all sources (including contributions) | 2012-06-30 | $743,930 |
Total loss/gain on sale of assets | 2012-06-30 | $0 |
Total of all expenses incurred | 2012-06-30 | $334,863 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $250,433 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $613,989 |
Value of total assets at end of year | 2012-06-30 | $8,767,596 |
Value of total assets at beginning of year | 2012-06-30 | $8,373,730 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $84,430 |
Total interest from all sources | 2012-06-30 | $1,398 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Administrative expenses professional fees incurred | 2012-06-30 | $84,430 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
Minimum employer required contribution for this plan year | 2012-06-30 | $613,989 |
Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $613,989 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Participant contributions at end of year | 2012-06-30 | $46,223 |
Participant contributions at beginning of year | 2012-06-30 | $20,641 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $12,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-06-30 | $15,201 |
Total non interest bearing cash at end of year | 2012-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2012-06-30 | $3,202 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $409,067 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $8,767,596 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $8,358,529 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $6,451,222 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $6,463,032 |
Interest on participant loans | 2012-06-30 | $1,398 |
Value of interest in common/collective trusts at end of year | 2012-06-30 | $2,266,442 |
Value of interest in common/collective trusts at beginning of year | 2012-06-30 | $1,847,562 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $613,989 |
Employer contributions (assets) at end of year | 2012-06-30 | $3,709 |
Employer contributions (assets) at beginning of year | 2012-06-30 | $27,293 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $250,433 |
Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
Accountancy firm name | 2012-06-30 | BKD, LLP |
Accountancy firm EIN | 2012-06-30 | 440160260 |
2011 : CLEARFIELD HOSPITAL PENSION PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $1,326,603 |
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $1,326,603 |
Total transfer of assets from this plan | 2011-06-30 | $1,522 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $15,201 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $33,149 |
Total income from all sources (including contributions) | 2011-06-30 | $2,105,001 |
Total loss/gain on sale of assets | 2011-06-30 | $0 |
Total of all expenses incurred | 2011-06-30 | $311,769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $236,150 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $778,188 |
Value of total assets at end of year | 2011-06-30 | $8,373,730 |
Value of total assets at beginning of year | 2011-06-30 | $6,599,968 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $75,619 |
Total interest from all sources | 2011-06-30 | $210 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Administrative expenses professional fees incurred | 2011-06-30 | $75,619 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-06-30 | $0 |
Minimum employer required contribution for this plan year | 2011-06-30 | $778,188 |
Amount contributed by the employer to the plan for this plan year | 2011-06-30 | $778,188 |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Participant contributions at end of year | 2011-06-30 | $20,641 |
Participant contributions at beginning of year | 2011-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $12,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $7,221 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-06-30 | $15,201 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-06-30 | $33,149 |
Total non interest bearing cash at end of year | 2011-06-30 | $3,202 |
Total non interest bearing cash at beginning of year | 2011-06-30 | $25,928 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $1,793,232 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $8,358,529 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $6,566,819 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $6,463,032 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $5,021,425 |
Interest on participant loans | 2011-06-30 | $210 |
Value of interest in common/collective trusts at end of year | 2011-06-30 | $1,847,562 |
Value of interest in common/collective trusts at beginning of year | 2011-06-30 | $1,541,445 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $778,188 |
Employer contributions (assets) at end of year | 2011-06-30 | $27,293 |
Employer contributions (assets) at beginning of year | 2011-06-30 | $3,949 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $236,150 |
Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
Accountancy firm name | 2011-06-30 | BKD, LLP |
Accountancy firm EIN | 2011-06-30 | 440160260 |
2010 : CLEARFIELD HOSPITAL PENSION PLAN 2010 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 | 2010-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-06-30 | $0 |
Minimum employer required contribution for this plan year | 2010-06-30 | $735,232 |
Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $735,232 |