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Plan Name | SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | MICHAEL HEDRICK | 2021-10-14 | ||
001 | 2019-01-01 | CHARLES T. MITCHELL | 2020-10-14 | ||
001 | 2018-01-01 | CHARLES T. MITCHELL | 2019-10-15 | ||
001 | 2018-01-01 | CHARLES T. MITCHELL | 2020-06-25 | ||
001 | 2017-01-01 | ||||
001 | 2017-01-01 | CHARLES T MITCHELL | 2020-04-03 | ||
001 | 2016-01-01 | ||||
001 | 2016-01-01 | CHARLES MITCHELL | 2020-01-27 | ||
001 | 2015-01-01 | CHARLES MITCHELL | |||
001 | 2014-01-01 | CHARLES MITCHELL | |||
001 | 2013-01-01 | CHARLES MITCHELL | |||
001 | 2012-01-01 | CHARLES MITCHELL |
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-year | 2022-01-01 | 1,143 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 934 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 203 |
Total of all active and inactive participants | 2022-01-01 | 1,148 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1,148 |
Number of participants with account balances | 2022-01-01 | 758 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,247 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 947 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 192 |
Total of all active and inactive participants | 2021-01-01 | 1,145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 1,146 |
Number of participants with account balances | 2021-01-01 | 782 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,435 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,132 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 102 |
Total of all active and inactive participants | 2020-01-01 | 1,245 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 1,247 |
Number of participants with account balances | 2020-01-01 | 784 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,016 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 946 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 45 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 444 |
Total of all active and inactive participants | 2019-01-01 | 1,435 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1,435 |
Number of participants with account balances | 2019-01-01 | 1,152 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,029 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 547 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 58 |
Total of all active and inactive participants | 2018-01-01 | 605 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 605 |
Number of participants with account balances | 2018-01-01 | 582 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 990 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 943 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 50 |
Total of all active and inactive participants | 2017-01-01 | 996 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 996 |
Number of participants with account balances | 2017-01-01 | 556 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 989 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 943 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 46 |
Total of all active and inactive participants | 2016-01-01 | 990 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 990 |
Number of participants with account balances | 2016-01-01 | 484 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 7 |
2015: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 940 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 943 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 45 |
Total of all active and inactive participants | 2015-01-01 | 989 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 989 |
Number of participants with account balances | 2015-01-01 | 451 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 4 |
2014: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 903 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 893 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 40 |
Total of all active and inactive participants | 2014-01-01 | 940 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 940 |
Number of participants with account balances | 2014-01-01 | 438 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 877 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 866 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 28 |
Total of all active and inactive participants | 2013-01-01 | 901 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 901 |
Number of participants with account balances | 2013-01-01 | 433 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 853 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 846 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 26 |
Total of all active and inactive participants | 2012-01-01 | 881 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 881 |
Number of participants with account balances | 2012-01-01 | 413 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
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 assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,324,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $36,994,079 |
Value of total assets at beginning of year | 2022-12-31 | $42,883,065 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $118,488 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,995,871 |
Administrative expenses professional fees incurred | 2022-12-31 | $1,949 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $3,262,239 |
Participant contributions at end of year | 2022-12-31 | $494,200 |
Participant contributions at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $34,611,236 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $40,792,941 |
Interest on participant loans | 2022-12-31 | $23,485 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,888,643 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,437,411 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,206,130 |
Contract administrator fees | 2022-12-31 | $116,539 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
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 assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,880,412 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $42,883,065 |
Value of total assets at beginning of year | 2021-12-31 | $34,980,954 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $133,655 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,593,916 |
Administrative expenses professional fees incurred | 2021-12-31 | $1,524 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,090,390 |
Participant contributions at end of year | 2021-12-31 | $394,062 |
Participant contributions at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $40,792,941 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $33,237,883 |
Interest on participant loans | 2021-12-31 | $22,895 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,696,062 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,354,534 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $12,943 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,746,757 |
Contract administrator fees | 2021-12-31 | $132,131 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
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 assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $9,154,279 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,905,799 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $34,980,954 |
Value of total assets at beginning of year | 2020-12-31 | $28,732,474 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $89,357 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,450,389 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,762,922 |
Participant contributions at end of year | 2020-12-31 | $415,732 |
Participant contributions at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | 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 | $33,237,883 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $27,347,011 |
Interest on participant loans | 2020-12-31 | $18,508 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,314,396 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $19,200 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,239,504 |
Employer contributions (assets) at end of year | 2020-12-31 | $12,943 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $20,554 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,816,442 |
Contract administrator fees | 2020-12-31 | $89,357 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
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 assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $9,165,754 |
Total income from all sources (including contributions) | 2019-12-31 | $9,165,754 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,919,165 |
Total of all expenses incurred | 2019-12-31 | $1,919,165 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,762,248 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,762,248 |
Value of total corrective distributions | 2019-12-31 | $81,014 |
Value of total corrective distributions | 2019-12-31 | $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 year | 2019-12-31 | $28,732,474 |
Value of total assets at end of year | 2019-12-31 | $28,732,474 |
Value of total assets at beginning of year | 2019-12-31 | $21,485,885 |
Value of total assets at beginning of year | 2019-12-31 | $21,485,885 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $75,903 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $75,903 |
Total interest from all sources | 2019-12-31 | $23,697 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $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 bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,775,548 |
Contributions received from participants | 2019-12-31 | $2,775,548 |
Participant contributions at end of year | 2019-12-31 | $328,035 |
Participant contributions at end of year | 2019-12-31 | $328,035 |
Participant contributions at beginning of year | 2019-12-31 | $395,025 |
Participant contributions at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $7,246,589 |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $27,347,011 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $27,347,011 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $20,155,816 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $20,155,816 |
Interest on participant loans | 2019-12-31 | $23,697 |
Interest on participant loans | 2019-12-31 | $23,697 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,036,874 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,036,874 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $935,044 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,275,798 |
Contributions received in cash from employer | 2019-12-31 | $1,275,798 |
Employer contributions (assets) at end of year | 2019-12-31 | $20,554 |
Employer contributions (assets) at end of year | 2019-12-31 | $20,554 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
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 | $1,762,248 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,762,248 |
Contract administrator fees | 2019-12-31 | $75,903 |
Contract administrator fees | 2019-12-31 | $75,903 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
Accountancy firm EIN | 2019-12-31 | 410746749 |
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 assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,544,221 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,716,797 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $21,485,885 |
Value of total assets at beginning of year | 2018-12-31 | $20,658,461 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $68,720 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,401,945 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,507,461 |
Participant contributions at end of year | 2018-12-31 | $395,025 |
Participant contributions at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | 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 | $20,155,816 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $19,503,997 |
Interest on participant loans | 2018-12-31 | $22,077 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $935,044 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 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 | $1,081,932 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,648,077 |
Contract administrator fees | 2018-12-31 | $68,720 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
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 assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $6,579,940 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,756,497 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $20,658,461 |
Value of total assets at beginning of year | 2017-12-31 | $15,835,018 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $60,193 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $758,101 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,364,897 |
Participant contributions at end of year | 2017-12-31 | $388,544 |
Participant contributions at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | 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 | $19,503,997 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $14,644,792 |
Interest on participant loans | 2017-12-31 | $17,852 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $765,920 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $939,426 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,696,304 |
Contract administrator fees | 2017-12-31 | $60,193 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
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 assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $134,627 |
Total income from all sources (including contributions) | 2016-12-31 | $4,043,328 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,910,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $15,835,018 |
Value of total assets at beginning of year | 2016-12-31 | $13,836,720 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $45,274 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $502,312 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,975,018 |
Participant contributions at end of year | 2016-12-31 | $302,460 |
Participant contributions at beginning of year | 2016-12-31 | $281,295 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $134,627 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $87,900 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | 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 | $14,644,792 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $12,544,177 |
Interest on participant loans | 2016-12-31 | $14,219 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $887,766 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $26,360 |
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 | $612,234 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $24,645 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,865,129 |
Contract administrator fees | 2016-12-31 | $45,274 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $46,727 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
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 assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $838,668 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $13,836,720 |
Value of total assets at beginning of year | 2015-12-31 | $12,386,009 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $54,080 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $552,967 |
Administrative expenses professional fees incurred | 2015-12-31 | $40,624 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,692,092 |
Participant contributions at end of year | 2015-12-31 | $281,295 |
Participant contributions at beginning of year | 2015-12-31 | $232,221 |
Participant contributions at end of year | 2015-12-31 | $60,884 |
Participant contributions at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $13,637 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $134,627 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $74,737 |
Administrative expenses (other) incurred | 2015-12-31 | $13,456 |
Total non interest bearing cash at end of year | 2015-12-31 | $3,719 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $12,544,177 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $11,460,161 |
Interest on participant loans | 2015-12-31 | $12,061 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $922,000 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $-3,697 |
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 | $525,938 |
Employer contributions (assets) at end of year | 2015-12-31 | $24,645 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $16,366 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $784,588 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
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 assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $888,271 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $12,386,009 |
Value of total assets at beginning of year | 2014-12-31 | $10,065,868 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $37,301 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $456,082 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,697,998 |
Participant contributions at end of year | 2014-12-31 | $232,221 |
Participant contributions at beginning of year | 2014-12-31 | $176,116 |
Participant contributions at end of year | 2014-12-31 | $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 year | 2014-12-31 | $13,637 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $74,737 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $1,872 |
Total non interest bearing cash at end of year | 2014-12-31 | $2,906 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | 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 | $37,301 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $11,460,161 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,264,328 |
Interest on participant loans | 2014-12-31 | $12,530 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $609,075 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $5,155 |
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 | $498,577 |
Employer contributions (assets) at end of year | 2014-12-31 | $16,366 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $850,970 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
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 assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $854,591 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $10,065,868 |
Value of total assets at beginning of year | 2013-12-31 | $6,595,981 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $37,909 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $325,623 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,641,586 |
Participant contributions at end of year | 2013-12-31 | $176,116 |
Participant contributions at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $1,872 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $2,024 |
Total non interest bearing cash at end of year | 2013-12-31 | $1,872 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | 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 | $37,909 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $9,264,328 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,048,432 |
Interest on participant loans | 2013-12-31 | $7,840 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $623,552 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $9,127 |
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 | $701,011 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $816,682 |
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 | SS&G |
Accountancy firm EIN | 2013-12-31 | 341945695 |
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 assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $458,725 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $6,595,981 |
Value of total assets at beginning of year | 2012-12-31 | $3,945,684 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $29,845 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $157,294 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,536,090 |
Participant contributions at end of year | 2012-12-31 | $158,909 |
Participant contributions at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $2,024 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $2,087 |
Total non interest bearing cash at end of year | 2012-12-31 | $2,024 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | 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 |
Investment advisory and management fees | 2012-12-31 | $29,845 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $6,048,432 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,520,847 |
Interest on participant loans | 2012-12-31 | $5,970 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $386,616 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $4,982 |
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 | $732,308 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $30,833 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $428,880 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SS&G |
Accountancy firm EIN | 2012-12-31 | 341945695 |
2022: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SUMMA WESTERN RESERVE HOSPITAL, LLC DBA WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |