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SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

WESTERN RESERVE HOSPITAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:WESTERN RESERVE HOSPITAL, LLC
Employer identification number (EIN):263536780
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about WESTERN RESERVE HOSPITAL, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2008-10-14
Company Identification Number: 1812011
Legal Registered Office Address: 75 EAST MARKET STREET
-
AKRON
United States of America (USA)
44308

More information about WESTERN RESERVE HOSPITAL, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01MICHAEL HEDRICK2021-10-14
0012019-01-01CHARLES T. MITCHELL2020-10-14
0012018-01-01CHARLES T. MITCHELL2019-10-15
0012018-01-01CHARLES T. MITCHELL2020-06-25
0012017-01-01
0012017-01-01CHARLES T MITCHELL2020-04-03
0012016-01-01
0012016-01-01CHARLES MITCHELL2020-01-27
0012015-01-01CHARLES MITCHELL
0012014-01-01CHARLES MITCHELL
0012013-01-01CHARLES MITCHELL
0012012-01-01CHARLES MITCHELL

Plan Statistics for SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,143
Total number of active participants reported on line 7a of the Form 55002022-01-01934
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01203
Total of all active and inactive participants2022-01-011,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,148
Number of participants with account balances2022-01-01758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,247
Total number of active participants reported on line 7a of the Form 55002021-01-01947
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01192
Total of all active and inactive participants2021-01-011,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,146
Number of participants with account balances2021-01-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,435
Total number of active participants reported on line 7a of the Form 55002020-01-011,132
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-01102
Total of all active and inactive participants2020-01-011,245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,247
Number of participants with account balances2020-01-01784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,016
Total number of active participants reported on line 7a of the Form 55002019-01-01946
Number of retired or separated participants receiving benefits2019-01-0145
Number of other retired or separated participants entitled to future benefits2019-01-01444
Total of all active and inactive participants2019-01-011,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,435
Number of participants with account balances2019-01-011,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,029
Total number of active participants reported on line 7a of the Form 55002018-01-01547
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01605
Number of participants with account balances2018-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01990
Total number of active participants reported on line 7a of the Form 55002017-01-01943
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01996
Number of participants with account balances2017-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01989
Total number of active participants reported on line 7a of the Form 55002016-01-01943
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01990
Number of participants with account balances2016-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01940
Total number of active participants reported on line 7a of the Form 55002015-01-01943
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01989
Number of participants with account balances2015-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01903
Total number of active participants reported on line 7a of the Form 55002014-01-01893
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01940
Number of participants with account balances2014-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01877
Total number of active participants reported on line 7a of the Form 55002013-01-01866
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01901
Number of participants with account balances2013-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01853
Total number of active participants reported on line 7a of the Form 55002012-01-01846
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01881
Number of participants with account balances2012-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,564,368
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,324,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,206,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,824,873
Value of total assets at end of year2022-12-31$36,994,079
Value of total assets at beginning of year2022-12-31$42,883,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$118,488
Total interest from all sources2022-12-31$23,485
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,995,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,995,871
Administrative expenses professional fees incurred2022-12-31$1,949
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,262,239
Participant contributions at end of year2022-12-31$494,200
Participant contributions at beginning of year2022-12-31$394,062
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$125,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,888,986
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,994,079
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$42,883,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,611,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$40,792,941
Interest on participant loans2022-12-31$23,485
Value of interest in common/collective trusts at end of year2022-12-31$1,888,643
Value of interest in common/collective trusts at beginning of year2022-12-31$1,696,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,408,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,437,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,206,130
Contract administrator fees2022-12-31$116,539
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$10,782,523
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,880,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,746,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,360,374
Value of total assets at end of year2021-12-31$42,883,065
Value of total assets at beginning of year2021-12-31$34,980,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$133,655
Total interest from all sources2021-12-31$22,895
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,593,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,593,916
Administrative expenses professional fees incurred2021-12-31$1,524
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,090,390
Participant contributions at end of year2021-12-31$394,062
Participant contributions at beginning of year2021-12-31$415,732
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$915,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,902,111
Value of net assets at end of year (total assets less liabilities)2021-12-31$42,883,065
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,980,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$40,792,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,237,883
Interest on participant loans2021-12-31$22,895
Value of interest in common/collective trusts at end of year2021-12-31$1,696,062
Value of interest in common/collective trusts at beginning of year2021-12-31$1,314,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,805,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,354,534
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$12,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,746,757
Contract administrator fees2021-12-31$132,131
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$9,154,279
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,905,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,816,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,100,334
Value of total assets at end of year2020-12-31$34,980,954
Value of total assets at beginning of year2020-12-31$28,732,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$89,357
Total interest from all sources2020-12-31$18,508
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,450,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,450,389
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,762,922
Participant contributions at end of year2020-12-31$415,732
Participant contributions at beginning of year2020-12-31$328,035
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$97,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,248,480
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,980,954
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,732,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$33,237,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,347,011
Interest on participant loans2020-12-31$18,508
Value of interest in common/collective trusts at end of year2020-12-31$1,314,396
Value of interest in common/collective trusts at beginning of year2020-12-31$1,036,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,565,848
Net investment gain or loss from common/collective trusts2020-12-31$19,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,239,504
Employer contributions (assets) at end of year2020-12-31$12,943
Employer contributions (assets) at beginning of year2020-12-31$20,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,816,442
Contract administrator fees2020-12-31$89,357
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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$9,165,754
Total income from all sources (including contributions)2019-12-31$9,165,754
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,919,165
Total of all expenses incurred2019-12-31$1,919,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,762,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,762,248
Value of total corrective distributions2019-12-31$81,014
Value of total corrective distributions2019-12-31$81,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,104,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,104,632
Value of total assets at end of year2019-12-31$28,732,474
Value of total assets at end of year2019-12-31$28,732,474
Value of total assets at beginning of year2019-12-31$21,485,885
Value of total assets at beginning of year2019-12-31$21,485,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,903
Total interest from all sources2019-12-31$23,697
Total interest from all sources2019-12-31$23,697
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,278,724
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,278,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,278,724
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,278,724
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,775,548
Contributions received from participants2019-12-31$2,775,548
Participant contributions at end of year2019-12-31$328,035
Participant contributions at end of year2019-12-31$328,035
Participant contributions at beginning of year2019-12-31$395,025
Participant contributions at beginning of year2019-12-31$395,025
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$53,286
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$53,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,246,589
Value of net income/loss2019-12-31$7,246,589
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,732,474
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,732,474
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,485,885
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,485,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,347,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,347,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,155,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,155,816
Interest on participant loans2019-12-31$23,697
Interest on participant loans2019-12-31$23,697
Value of interest in common/collective trusts at end of year2019-12-31$1,036,874
Value of interest in common/collective trusts at end of year2019-12-31$1,036,874
Value of interest in common/collective trusts at beginning of year2019-12-31$935,044
Value of interest in common/collective trusts at beginning of year2019-12-31$935,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,758,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,758,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,275,798
Contributions received in cash from employer2019-12-31$1,275,798
Employer contributions (assets) at end of year2019-12-31$20,554
Employer contributions (assets) at end of year2019-12-31$20,554
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,762,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,762,248
Contract administrator fees2019-12-31$75,903
Contract administrator fees2019-12-31$75,903
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$2,544,221
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,716,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,648,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,025,078
Value of total assets at end of year2018-12-31$21,485,885
Value of total assets at beginning of year2018-12-31$20,658,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$68,720
Total interest from all sources2018-12-31$22,077
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,401,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,401,945
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,507,461
Participant contributions at end of year2018-12-31$395,025
Participant contributions at beginning of year2018-12-31$388,544
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$435,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$827,424
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,485,885
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,658,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,155,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,503,997
Interest on participant loans2018-12-31$22,077
Value of interest in common/collective trusts at end of year2018-12-31$935,044
Value of interest in common/collective trusts at beginning of year2018-12-31$765,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,904,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,081,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,648,077
Contract administrator fees2018-12-31$68,720
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$6,579,940
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,756,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,696,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,538,270
Value of total assets at end of year2017-12-31$20,658,461
Value of total assets at beginning of year2017-12-31$15,835,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$60,193
Total interest from all sources2017-12-31$17,852
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$758,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$758,101
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,364,897
Participant contributions at end of year2017-12-31$388,544
Participant contributions at beginning of year2017-12-31$302,460
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$233,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,823,443
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,658,461
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,835,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,503,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,644,792
Interest on participant loans2017-12-31$17,852
Value of interest in common/collective trusts at end of year2017-12-31$765,920
Value of interest in common/collective trusts at beginning of year2017-12-31$887,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,265,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$939,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,696,304
Contract administrator fees2017-12-31$60,193
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$134,627
Total income from all sources (including contributions)2016-12-31$4,043,328
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,910,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,865,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,971,619
Value of total assets at end of year2016-12-31$15,835,018
Value of total assets at beginning of year2016-12-31$13,836,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,274
Total interest from all sources2016-12-31$14,219
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$502,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$502,312
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,975,018
Participant contributions at end of year2016-12-31$302,460
Participant contributions at beginning of year2016-12-31$281,295
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$60,884
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$384,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$134,627
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$87,900
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$3,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,132,925
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,835,018
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,702,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,644,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,544,177
Interest on participant loans2016-12-31$14,219
Value of interest in common/collective trusts at end of year2016-12-31$887,766
Value of interest in common/collective trusts at beginning of year2016-12-31$922,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$528,818
Net investment gain or loss from common/collective trusts2016-12-31$26,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$612,234
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$24,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,865,129
Contract administrator fees2016-12-31$45,274
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$46,727
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$134,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$74,737
Total income from all sources (including contributions)2015-12-31$2,229,489
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$838,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$784,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,278,694
Value of total assets at end of year2015-12-31$13,836,720
Value of total assets at beginning of year2015-12-31$12,386,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$54,080
Total interest from all sources2015-12-31$12,061
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$552,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$552,967
Administrative expenses professional fees incurred2015-12-31$40,624
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,692,092
Participant contributions at end of year2015-12-31$281,295
Participant contributions at beginning of year2015-12-31$232,221
Participant contributions at end of year2015-12-31$60,884
Participant contributions at beginning of year2015-12-31$51,643
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$60,664
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$13,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$134,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$74,737
Administrative expenses (other) incurred2015-12-31$13,456
Total non interest bearing cash at end of year2015-12-31$3,719
Total non interest bearing cash at beginning of year2015-12-31$2,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,390,821
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,702,093
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,311,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,544,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,460,161
Interest on participant loans2015-12-31$12,061
Value of interest in common/collective trusts at end of year2015-12-31$922,000
Value of interest in common/collective trusts at beginning of year2015-12-31$609,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-610,536
Net investment gain or loss from common/collective trusts2015-12-31$-3,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$525,938
Employer contributions (assets) at end of year2015-12-31$24,645
Employer contributions (assets) at beginning of year2015-12-31$16,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$784,588
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$74,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,872
Total income from all sources (including contributions)2014-12-31$3,135,547
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$888,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$850,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,499,525
Value of total assets at end of year2014-12-31$12,386,009
Value of total assets at beginning of year2014-12-31$10,065,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,301
Total interest from all sources2014-12-31$12,530
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$456,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$456,082
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,697,998
Participant contributions at end of year2014-12-31$232,221
Participant contributions at beginning of year2014-12-31$176,116
Participant contributions at end of year2014-12-31$51,643
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$302,950
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$13,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$74,737
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,872
Total non interest bearing cash at end of year2014-12-31$2,906
Total non interest bearing cash at beginning of year2014-12-31$1,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,247,276
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,311,272
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,063,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$37,301
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,460,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,264,328
Interest on participant loans2014-12-31$12,530
Value of interest in common/collective trusts at end of year2014-12-31$609,075
Value of interest in common/collective trusts at beginning of year2014-12-31$623,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$162,255
Net investment gain or loss from common/collective trusts2014-12-31$5,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$498,577
Employer contributions (assets) at end of year2014-12-31$16,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$850,970
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,024
Total income from all sources (including contributions)2013-12-31$4,324,630
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$854,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$816,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,835,028
Value of total assets at end of year2013-12-31$10,065,868
Value of total assets at beginning of year2013-12-31$6,595,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,909
Total interest from all sources2013-12-31$7,840
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$325,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$325,623
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,641,586
Participant contributions at end of year2013-12-31$176,116
Participant contributions at beginning of year2013-12-31$158,909
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$492,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,024
Total non interest bearing cash at end of year2013-12-31$1,872
Total non interest bearing cash at beginning of year2013-12-31$2,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,470,039
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,063,996
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,593,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$37,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,264,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,048,432
Interest on participant loans2013-12-31$7,840
Value of interest in common/collective trusts at end of year2013-12-31$623,552
Value of interest in common/collective trusts at beginning of year2013-12-31$386,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,147,012
Net investment gain or loss from common/collective trusts2013-12-31$9,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$701,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$816,682
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SS&G
Accountancy firm EIN2013-12-31341945695
2012 : SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,024
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,087
Total income from all sources (including contributions)2012-12-31$3,109,085
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$458,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$428,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,447,525
Value of total assets at end of year2012-12-31$6,595,981
Value of total assets at beginning of year2012-12-31$3,945,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,845
Total interest from all sources2012-12-31$5,970
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$157,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$157,294
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,536,090
Participant contributions at end of year2012-12-31$158,909
Participant contributions at beginning of year2012-12-31$103,109
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$179,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,087
Total non interest bearing cash at end of year2012-12-31$2,024
Total non interest bearing cash at beginning of year2012-12-31$2,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,650,360
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,593,957
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,943,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$29,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,048,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,520,847
Interest on participant loans2012-12-31$5,970
Value of interest in common/collective trusts at end of year2012-12-31$386,616
Value of interest in common/collective trusts at beginning of year2012-12-31$288,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$493,314
Net investment gain or loss from common/collective trusts2012-12-31$4,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$732,308
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$30,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$428,880
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SS&G
Accountancy firm EIN2012-12-31341945695

Form 5500 Responses for SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN

2022: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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