HEART HOSPITAL OF LAFAYETTE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEART HOSPITAL OF LAFAYETTE 401(K) PLAN
Measure | Date | Value |
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2022 : HEART HOSPITAL OF LAFAYETTE 401(K) PLAN 2022 401k financial data |
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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 | $-1,219,340 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $607,223 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $588,144 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $14,629 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $5,968,335 |
Value of total assets at beginning of year | 2022-12-31 | $7,794,898 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,450 |
Total interest from all sources | 2022-12-31 | $10,894 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $193,560 |
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 | $193,560 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 |
Participant contributions at end of year | 2022-12-31 | $57,825 |
Participant contributions at beginning of year | 2022-12-31 | $44,444 |
Other income not declared elsewhere | 2022-12-31 | $505 |
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 | $-1,826,563 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,968,335 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,794,898 |
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 | $5,366,919 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,280,233 |
Interest on participant loans | 2022-12-31 | $1,664 |
Interest earned on other investments | 2022-12-31 | $9,230 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $543,591 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $470,221 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,424,299 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $588,144 |
Contract administrator fees | 2022-12-31 | $4,450 |
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 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2022-12-31 | 721202445 |
2021 : HEART HOSPITAL OF LAFAYETTE 401(K) PLAN 2021 401k financial data |
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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 | $1,401,945 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,321,312 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,302,828 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $15,140 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $553,100 |
Value of total assets at end of year | 2021-12-31 | $7,794,898 |
Value of total assets at beginning of year | 2021-12-31 | $8,714,265 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,344 |
Total interest from all sources | 2021-12-31 | $31,515 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $151,131 |
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 | $151,131 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
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 |
Participant contributions at end of year | 2021-12-31 | $44,444 |
Participant contributions at beginning of year | 2021-12-31 | $118,906 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $553,100 |
Other income not declared elsewhere | 2021-12-31 | $132 |
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 | $-919,367 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,794,898 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,714,265 |
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 | $7,280,233 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,075,117 |
Interest on participant loans | 2021-12-31 | $3,126 |
Interest earned on other investments | 2021-12-31 | $28,389 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $470,221 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $520,242 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $666,067 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,302,828 |
Contract administrator fees | 2021-12-31 | $3,344 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2021-12-31 | 721202445 |
2020 : HEART HOSPITAL OF LAFAYETTE 401(K) PLAN 2020 401k financial data |
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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 | $1,370,032 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,697,766 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,689,163 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $426,422 |
Value of total assets at end of year | 2020-12-31 | $8,714,265 |
Value of total assets at beginning of year | 2020-12-31 | $9,041,999 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $8,603 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $357,514 |
Participant contributions at end of year | 2020-12-31 | $118,906 |
Participant contributions at beginning of year | 2020-12-31 | $161,562 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $27,735 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $208 |
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 | $-327,734 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,714,265 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,041,999 |
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 | $8,075,117 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,584,662 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $520,242 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $262,232 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $943,610 |
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 | $68,908 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $5,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,689,163 |
Contract administrator fees | 2020-12-31 | $8,603 |
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 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2020-12-31 | 711202445 |
2019 : HEART HOSPITAL OF LAFAYETTE 401(K) PLAN 2019 401k financial data |
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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 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 | $2,579,899 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,052,572 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,050,484 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $989,114 |
Value of total assets at end of year | 2019-12-31 | $9,041,999 |
Value of total assets at beginning of year | 2019-12-31 | $7,514,672 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,088 |
Total interest from all sources | 2019-12-31 | $7,305 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $748,340 |
Participant contributions at end of year | 2019-12-31 | $161,562 |
Participant contributions at beginning of year | 2019-12-31 | $259,341 |
Participant contributions at end of year | 2019-12-31 | $27,735 |
Participant contributions at beginning of year | 2019-12-31 | $24,683 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $90,439 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $208 |
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 | $1,527,327 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,041,999 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,514,672 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $8,584,662 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,946,789 |
Interest on participant loans | 2019-12-31 | $7,305 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $262,232 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $278,710 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,583,480 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $150,335 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,600 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $5,149 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,050,484 |
Contract administrator fees | 2019-12-31 | $2,088 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2019-12-31 | 711202445 |
2018 : HEART HOSPITAL OF LAFAYETTE 401(K) PLAN 2018 401k financial data |
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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 | $541,673 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $174,901 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $172,957 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,195,151 |
Value of total assets at end of year | 2018-12-31 | $7,514,672 |
Value of total assets at beginning of year | 2018-12-31 | $7,147,900 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,944 |
Total interest from all sources | 2018-12-31 | $12,265 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $601,513 |
Participant contributions at end of year | 2018-12-31 | $259,341 |
Participant contributions at beginning of year | 2018-12-31 | $188,630 |
Participant contributions at end of year | 2018-12-31 | $24,683 |
Participant contributions at beginning of year | 2018-12-31 | $20,060 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $465,106 |
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 | $366,772 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,514,672 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,147,900 |
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 | $6,946,789 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,779,905 |
Interest on participant loans | 2018-12-31 | $12,265 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $278,710 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $154,627 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-665,743 |
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 | $128,532 |
Employer contributions (assets) at end of year | 2018-12-31 | $5,149 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $4,678 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $172,957 |
Contract administrator fees | 2018-12-31 | $1,944 |
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 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2018-12-31 | 711202445 |
2017 : HEART HOSPITAL OF LAFAYETTE 401(K) PLAN 2017 401k financial data |
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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 | $1,816,232 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $384,576 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $373,115 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $3,008 |
Value of total corrective distributions | 2017-12-31 | $6,034 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $807,766 |
Value of total assets at end of year | 2017-12-31 | $7,147,900 |
Value of total assets at beginning of year | 2017-12-31 | $5,716,244 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,419 |
Total interest from all sources | 2017-12-31 | $5,668 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $522,645 |
Participant contributions at end of year | 2017-12-31 | $188,630 |
Participant contributions at beginning of year | 2017-12-31 | $119,419 |
Participant contributions at end of year | 2017-12-31 | $20,060 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $170,977 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,431,656 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,147,900 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,716,244 |
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 | $6,779,905 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,435,565 |
Interest on participant loans | 2017-12-31 | $5,668 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $154,627 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $161,260 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,002,798 |
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 | $114,144 |
Employer contributions (assets) at end of year | 2017-12-31 | $4,678 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $373,115 |
Contract administrator fees | 2017-12-31 | $2,419 |
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 | POSTLETHWAITE & NETTERVILLE, APAC |
Accountancy firm EIN | 2017-12-31 | 721202445 |
2016 : HEART HOSPITAL OF LAFAYETTE 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,046,316 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $564,750 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $561,867 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $596 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $669,616 |
Value of total assets at end of year | 2016-12-31 | $5,716,244 |
Value of total assets at beginning of year | 2016-12-31 | $5,234,678 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,287 |
Total interest from all sources | 2016-12-31 | $4,432 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $447,802 |
Participant contributions at end of year | 2016-12-31 | $119,419 |
Participant contributions at beginning of year | 2016-12-31 | $114,455 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $120,020 |
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 | $481,566 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,716,244 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,234,678 |
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 | $5,435,565 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,976,078 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $4,432 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $161,260 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $144,145 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $372,268 |
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 | $101,794 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $561,867 |
Contract administrator fees | 2016-12-31 | $2,287 |
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 | POSTETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2016-12-31 | 721202445 |
2015 : HEART HOSPITAL OF LAFAYETTE 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $542,479 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $451,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $439,855 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $8,919 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $617,955 |
Value of total assets at end of year | 2015-12-31 | $5,234,678 |
Value of total assets at beginning of year | 2015-12-31 | $5,143,443 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,470 |
Total interest from all sources | 2015-12-31 | $4,432 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $451,943 |
Participant contributions at end of year | 2015-12-31 | $114,455 |
Participant contributions at beginning of year | 2015-12-31 | $82,326 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $68,626 |
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 | $91,235 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,234,678 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,143,443 |
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 | $4,976,078 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,935,836 |
Interest on participant loans | 2015-12-31 | $4,432 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $144,145 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $125,281 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-79,908 |
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 | $97,386 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $439,855 |
Contract administrator fees | 2015-12-31 | $2,470 |
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 | POSTETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2015-12-31 | 721202445 |
2014 : HEART HOSPITAL OF LAFAYETTE 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $849,055 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $376,063 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $365,372 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $8,270 |
Value of total corrective distributions | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $544,432 |
Value of total assets at end of year | 2014-12-31 | $5,143,443 |
Value of total assets at beginning of year | 2014-12-31 | $4,670,451 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,421 |
Total interest from all sources | 2014-12-31 | $3,594 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $410,686 |
Participant contributions at end of year | 2014-12-31 | $82,326 |
Participant contributions at beginning of year | 2014-12-31 | $83,731 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $44,793 |
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 | $472,992 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,143,443 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,670,451 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $4,935,836 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,486,397 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Interest on participant loans | 2014-12-31 | $3,594 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $125,281 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $100,323 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $301,029 |
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 | $88,953 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $365,372 |
Contract administrator fees | 2014-12-31 | $2,421 |
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 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2014-12-31 | 721202445 |
2013 : HEART HOSPITAL OF LAFAYETTE 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,620,527 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $586,782 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $574,428 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $10,604 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $875,668 |
Value of total assets at end of year | 2013-12-31 | $4,670,451 |
Value of total assets at beginning of year | 2013-12-31 | $3,636,706 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,750 |
Total interest from all sources | 2013-12-31 | $3,408 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $430,804 |
Participant contributions at end of year | 2013-12-31 | $83,731 |
Participant contributions at beginning of year | 2013-12-31 | $75,996 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $357,519 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,033,745 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,670,451 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,636,706 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $4,486,397 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $3,471,072 |
Interest on participant loans | 2013-12-31 | $3,408 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $89,638 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $100,323 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $741,451 |
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 | $87,345 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $574,428 |
Contract administrator fees | 2013-12-31 | $1,750 |
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 | 2013-12-31 | Yes |
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 | BROUSSARD, POCHE, LEWIS & BREAUX |
Accountancy firm EIN | 2013-12-31 | 720538016 |
2012 : HEART HOSPITAL OF LAFAYETTE 401(K) PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $903,487 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $146,383 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $145,365 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $481,650 |
Value of total assets at end of year | 2012-12-31 | $3,636,706 |
Value of total assets at beginning of year | 2012-12-31 | $2,879,602 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,018 |
Total income from rents | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $2,138 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
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 | $0 |
Administrative expenses professional fees incurred | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2012-12-31 | $0 |
Contributions received from participants | 2012-12-31 | $400,788 |
Participant contributions at end of year | 2012-12-31 | $75,996 |
Participant contributions at beginning of year | 2012-12-31 | $53,949 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,851 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $757,104 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,636,706 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,879,602 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2012-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2012-12-31 | $0 |
Investment advisory and management fees | 2012-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $3,471,072 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,755,688 |
Interest on participant loans | 2012-12-31 | $2,138 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $0 |
Interest earned on other investments | 2012-12-31 | $0 |
Income. Interest from US Government securities | 2012-12-31 | $0 |
Income. Interest from corporate debt instruments | 2012-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $89,638 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $69,965 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $418,444 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,255 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $0 |
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 | Yes |
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 | $79,011 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Income. Dividends from preferred stock | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $145,365 |
Contract administrator fees | 2012-12-31 | $1,018 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $0 |
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 | BROUSSARD, POCHE, LEWIS & BREAUX |
Accountancy firm EIN | 2012-12-31 | 720538016 |
2011 : HEART HOSPITAL OF LAFAYETTE 401(K) PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $529,354 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $268,437 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $262,820 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $2,347 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $610,811 |
Value of total assets at end of year | 2011-12-31 | $2,879,602 |
Value of total assets at beginning of year | 2011-12-31 | $2,618,685 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,270 |
Total income from rents | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $3,064 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $0 |
Administrative expenses professional fees incurred | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2011-12-31 | $0 |
Contributions received from participants | 2011-12-31 | $414,994 |
Participant contributions at end of year | 2011-12-31 | $53,949 |
Participant contributions at beginning of year | 2011-12-31 | $64,591 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $16,466 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $110,581 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $260,917 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,879,602 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,618,685 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2011-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2011-12-31 | $0 |
Investment advisory and management fees | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $2,755,688 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $2,465,562 |
Interest on participant loans | 2011-12-31 | $3,064 |
Income. Interest from loans (other than to participants) | 2011-12-31 | $0 |
Interest earned on other investments | 2011-12-31 | $0 |
Income. Interest from US Government securities | 2011-12-31 | $0 |
Income. Interest from corporate debt instruments | 2011-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $69,965 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $68,637 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-85,756 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,235 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $85,236 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $3,429 |
Income. Dividends from preferred stock | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $262,820 |
Contract administrator fees | 2011-12-31 | $3,270 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BROUSSARD, POCHE, KLEWIS & BREAUX |
Accountancy firm EIN | 2011-12-31 | 720538016 |
2010 : HEART HOSPITAL OF LAFAYETTE 401(K) PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $870,044 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $387,056 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $382,040 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $541,992 |
Value of total assets at end of year | 2010-12-31 | $2,618,685 |
Value of total assets at beginning of year | 2010-12-31 | $2,135,697 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,016 |
Total income from rents | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $2,989 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $0 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2010-12-31 | $0 |
Contributions received from participants | 2010-12-31 | $399,018 |
Participant contributions at end of year | 2010-12-31 | $64,591 |
Participant contributions at beginning of year | 2010-12-31 | $43,853 |
Participant contributions at end of year | 2010-12-31 | $16,466 |
Participant contributions at beginning of year | 2010-12-31 | $15,023 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $56,615 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $482,988 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,618,685 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,135,697 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2010-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2010-12-31 | $0 |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $2,465,562 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,014,368 |
Interest on participant loans | 2010-12-31 | $2,989 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
Interest earned on other investments | 2010-12-31 | $0 |
Income. Interest from US Government securities | 2010-12-31 | $0 |
Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $68,637 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $59,163 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $322,848 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $2,215 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $86,359 |
Employer contributions (assets) at end of year | 2010-12-31 | $3,429 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $3,290 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $382,040 |
Contract administrator fees | 2010-12-31 | $5,016 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BROUSSARD, POCHE, LEWIS & BREAUX |
Accountancy firm EIN | 2010-12-31 | 720538016 |
2009 : HEART HOSPITAL OF LAFAYETTE 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |