WOOD COUNTY HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WOOD COUNTY HOSPITAL 403(B) PLAN
Measure | Date | Value |
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2022 : WOOD COUNTY HOSPITAL 403(B) PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
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 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,484,810 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $4,114,747 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,090,788 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $13,487 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,902,623 |
Value of total assets at end of year | 2022-12-31 | $36,859,254 |
Value of total assets at beginning of year | 2022-12-31 | $42,458,811 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $10,472 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $20,831 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,897,013 |
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 | $2,897,013 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $7,492 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,648,259 |
Participant contributions at end of year | 2022-12-31 | $454,197 |
Participant contributions at beginning of year | 2022-12-31 | $438,687 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $554,284 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $101,308 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $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 | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-5,599,557 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $36,859,254 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $42,458,811 |
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 |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $311 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $33,431,228 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $39,202,332 |
Interest on participant loans | 2022-12-31 | $20,831 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,872,521 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $2,817,792 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-8,305,277 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $700,080 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,090,788 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $2,669 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BLUE & CO., LLC |
Accountancy firm EIN | 2022-12-31 | 351178661 |
2021 : WOOD COUNTY HOSPITAL 403(B) 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 | $8,640,073 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,469,089 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,463,167 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of total corrective distributions | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,252,000 |
Value of total assets at end of year | 2021-12-31 | $42,458,811 |
Value of total assets at beginning of year | 2021-12-31 | $39,287,827 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,922 |
Total interest from all sources | 2021-12-31 | $101,502 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,742,800 |
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 | $3,742,800 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,350,114 |
Participant contributions at end of year | 2021-12-31 | $438,687 |
Participant contributions at beginning of year | 2021-12-31 | $361,698 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $242,629 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $50 |
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 | $3,170,984 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $42,458,811 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $39,287,827 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $39,202,332 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $35,679,748 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $19,854 |
Interest earned on other investments | 2021-12-31 | $81,648 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,817,792 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $3,246,381 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,543,771 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $659,257 |
Income. Dividends from common stock | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,463,167 |
Contract administrator fees | 2021-12-31 | $5,872 |
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 | BLUE & CO., LLC |
Accountancy firm EIN | 2021-12-31 | 351178661 |
2020 : WOOD COUNTY HOSPITAL 403(B) 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 | $6,837,343 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,994,027 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,974,942 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $3,084 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,117,730 |
Value of total assets at end of year | 2020-12-31 | $39,287,827 |
Value of total assets at beginning of year | 2020-12-31 | $36,444,511 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $16,001 |
Total interest from all sources | 2020-12-31 | $119,822 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,328,005 |
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 | $1,328,005 |
Administrative expenses professional fees incurred | 2020-12-31 | $5,129 |
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 | Yes |
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 | $2,302,004 |
Participant contributions at end of year | 2020-12-31 | $361,698 |
Participant contributions at beginning of year | 2020-12-31 | $552,564 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $185,512 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $1,655 |
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 | $2,843,316 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $39,287,827 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $36,444,511 |
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 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $35,679,748 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $32,808,093 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $25,538 |
Interest earned on other investments | 2020-12-31 | $94,284 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $3,246,381 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $3,083,854 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,271,786 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $630,214 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,974,942 |
Contract administrator fees | 2020-12-31 | $9,217 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BLUE & CO., LLC |
Accountancy firm EIN | 2020-12-31 | 351178661 |
2019 : WOOD COUNTY HOSPITAL 403(B) 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 | $9,713,747 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,594,110 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,588,510 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,423,211 |
Value of total assets at end of year | 2019-12-31 | $36,444,511 |
Value of total assets at beginning of year | 2019-12-31 | $29,324,874 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,600 |
Total interest from all sources | 2019-12-31 | $121,940 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
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 |
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 | $2,439,373 |
Participant contributions at end of year | 2019-12-31 | $552,564 |
Participant contributions at beginning of year | 2019-12-31 | $535,794 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $340,379 |
Administrative expenses (other) incurred | 2019-12-31 | $5,600 |
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 | $7,119,637 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $36,444,511 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $29,324,874 |
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 | $32,808,093 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $25,654,624 |
Interest on participant loans | 2019-12-31 | $30,033 |
Interest earned on other investments | 2019-12-31 | $91,907 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,083,854 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $3,134,456 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,168,596 |
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 | $643,459 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,588,510 |
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 | BLUE & CO., LLC |
Accountancy firm EIN | 2019-12-31 | 351178661 |
2018 : WOOD COUNTY HOSPITAL 403(B) 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 | $1,523,892 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,947,917 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,940,907 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,996,614 |
Value of total assets at end of year | 2018-12-31 | $29,324,874 |
Value of total assets at beginning of year | 2018-12-31 | $30,748,899 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $7,010 |
Total interest from all sources | 2018-12-31 | $93,871 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
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 | $2,295,213 |
Participant contributions at end of year | 2018-12-31 | $535,794 |
Participant contributions at beginning of year | 2018-12-31 | $447,427 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $85,038 |
Administrative expenses (other) incurred | 2018-12-31 | $7,010 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,424,025 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $29,324,874 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $30,748,899 |
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 | $25,654,624 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $27,061,457 |
Interest on participant loans | 2018-12-31 | $747 |
Interest earned on other investments | 2018-12-31 | $93,124 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $3,134,456 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $3,240,015 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,566,593 |
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 | $616,363 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,940,907 |
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 | BLUE & CO., LLC |
Accountancy firm EIN | 2018-12-31 | 351178661 |
2017 : WOOD COUNTY HOSPITAL 403(B) 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 | $7,740,122 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,986,612 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,978,104 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,716,114 |
Value of total assets at end of year | 2017-12-31 | $30,748,899 |
Value of total assets at beginning of year | 2017-12-31 | $24,995,389 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $8,508 |
Total interest from all sources | 2017-12-31 | $88,190 |
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 | $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 | $2,295,907 |
Participant contributions at end of year | 2017-12-31 | $447,427 |
Participant contributions at beginning of year | 2017-12-31 | $438,819 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $831,862 |
Administrative expenses (other) incurred | 2017-12-31 | $8,508 |
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 | $5,753,510 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $30,748,899 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $24,995,389 |
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 | $27,061,457 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $21,569,726 |
Interest on participant loans | 2017-12-31 | $626 |
Interest earned on other investments | 2017-12-31 | $87,564 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $3,240,015 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $2,986,844 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,935,818 |
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 | $588,345 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,978,104 |
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 | BLUE & CO., LLC |
Accountancy firm EIN | 2017-12-31 | 351178661 |
2016 : WOOD COUNTY HOSPITAL 403(B) 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 | $5,222,138 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,329,776 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,323,565 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,501,733 |
Value of total assets at end of year | 2016-12-31 | $24,995,389 |
Value of total assets at beginning of year | 2016-12-31 | $22,103,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $6,211 |
Total interest from all sources | 2016-12-31 | $96,022 |
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 | $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 | $2,184,608 |
Participant contributions at end of year | 2016-12-31 | $438,819 |
Participant contributions at beginning of year | 2016-12-31 | $352,808 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $705,734 |
Other income not declared elsewhere | 2016-12-31 | $748 |
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 | $2,892,362 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $24,995,389 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $22,103,027 |
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 | $21,569,726 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $19,269,148 |
Interest on participant loans | 2016-12-31 | $16,410 |
Interest earned on other investments | 2016-12-31 | $79,612 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $2,986,844 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $2,481,071 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,623,635 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
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 | $611,391 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,323,565 |
Contract administrator fees | 2016-12-31 | $6,211 |
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 | BLUE & CO., LLC |
Accountancy firm EIN | 2016-12-31 | 351178661 |
2015 : WOOD COUNTY HOSPITAL 403(B) 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 | $2,806,384 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,727,642 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,721,456 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,857,880 |
Value of total assets at end of year | 2015-12-31 | $22,103,027 |
Value of total assets at beginning of year | 2015-12-31 | $21,024,285 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $6,186 |
Total interest from all sources | 2015-12-31 | $80,173 |
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 | $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 | $2,198,475 |
Participant contributions at end of year | 2015-12-31 | $352,808 |
Participant contributions at beginning of year | 2015-12-31 | $305,671 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $130,527 |
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 | $1,078,742 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $22,103,027 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $21,024,285 |
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 | $19,269,148 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $18,558,800 |
Interest on participant loans | 2015-12-31 | $13,901 |
Interest earned on other investments | 2015-12-31 | $66,272 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $2,481,071 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $2,159,814 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-131,669 |
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 | $528,878 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,721,456 |
Contract administrator fees | 2015-12-31 | $6,186 |
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 | BLUE & CO., LLC |
Accountancy firm EIN | 2015-12-31 | 351178661 |
2014 : WOOD COUNTY HOSPITAL 403(B) 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 | $4,014,068 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,073,522 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,053,165 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $14,357 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,784,596 |
Value of total assets at end of year | 2014-12-31 | $21,024,285 |
Value of total assets at beginning of year | 2014-12-31 | $19,083,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,000 |
Total interest from all sources | 2014-12-31 | $78,469 |
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 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,013,496 |
Participant contributions at end of year | 2014-12-31 | $305,671 |
Participant contributions at beginning of year | 2014-12-31 | $300,117 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $168,010 |
Other income not declared elsewhere | 2014-12-31 | $93 |
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 | $1,940,546 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $21,024,285 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $19,083,739 |
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 | $18,558,800 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $16,632,840 |
Interest on participant loans | 2014-12-31 | $13,387 |
Interest earned on other investments | 2014-12-31 | $65,082 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $2,159,814 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $2,150,782 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,150,910 |
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 | $603,090 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,053,165 |
Contract administrator fees | 2014-12-31 | $6,000 |
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 | BLUE & CO. , LLC |
Accountancy firm EIN | 2014-12-31 | 351178661 |
2013 : WOOD COUNTY HOSPITAL 403(B) 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 | $5,764,493 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,740,773 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,703,664 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $31,597 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,825,687 |
Value of total assets at end of year | 2013-12-31 | $19,083,739 |
Value of total assets at beginning of year | 2013-12-31 | $15,060,019 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,512 |
Total interest from all sources | 2013-12-31 | $70,066 |
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 | $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 | $1,897,499 |
Participant contributions at end of year | 2013-12-31 | $300,117 |
Participant contributions at beginning of year | 2013-12-31 | $234,500 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $351,626 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,023,720 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $19,083,739 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $15,060,019 |
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 | $16,632,840 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $13,057,307 |
Interest on participant loans | 2013-12-31 | $11,022 |
Interest earned on other investments | 2013-12-31 | $59,044 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $2,150,782 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,768,212 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,868,740 |
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 | $576,562 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,703,664 |
Contract administrator fees | 2013-12-31 | $5,512 |
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 | BLUE & CO., LLC |
Accountancy firm EIN | 2013-12-31 | 351178661 |
2012 : WOOD COUNTY HOSPITAL 403(B) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $4,216,387 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $604,709 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $600,072 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,756,690 |
Value of total assets at end of year | 2012-12-31 | $15,060,019 |
Value of total assets at beginning of year | 2012-12-31 | $11,448,341 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,637 |
Total interest from all sources | 2012-12-31 | $59,635 |
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 |
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 | No |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 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 | $1,780,500 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $422,417 |
Assets. Loans (other than to participants) at end of year | 2012-12-31 | $234,500 |
Assets. Loans (other than to participants) at beginning of year | 2012-12-31 | $190,501 |
Administrative expenses (other) incurred | 2012-12-31 | $4,637 |
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 | $3,611,678 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $15,060,019 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,448,341 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $13,057,307 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,582,363 |
Interest on participant loans | 2012-12-31 | $8,851 |
Interest earned on other investments | 2012-12-31 | $50,784 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,768,212 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,675,477 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,400,062 |
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 | $553,773 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $600,072 |
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 | BLUE & CO., LLC |
Accountancy firm EIN | 2012-12-31 | 351178661 |
2011 : WOOD COUNTY HOSPITAL 403(B) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 | $2,463,406 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $587,912 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $583,688 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,435,066 |
Value of total assets at end of year | 2011-12-31 | $11,448,341 |
Value of total assets at beginning of year | 2011-12-31 | $9,572,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,224 |
Total interest from all sources | 2011-12-31 | $53,865 |
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 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,716,068 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $159,444 |
Assets. Loans (other than to participants) at end of year | 2011-12-31 | $190,501 |
Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $99,999 |
Administrative expenses (other) incurred | 2011-12-31 | $4,224 |
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 | $1,875,494 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,448,341 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,572,847 |
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 |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $9,582,363 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,827,318 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $0 |
Interest on participant loans | 2011-12-31 | $6,529 |
Interest earned on other investments | 2011-12-31 | $47,336 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,675,477 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,645,530 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-25,525 |
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 | No |
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 | $559,554 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $583,688 |
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 |
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 | BLUE & CO., LLC |
Accountancy firm EIN | 2011-12-31 | 351178661 |
2010 : WOOD COUNTY HOSPITAL 403(B) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 | $3,628,529 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $121,836 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $119,049 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,737,326 |
Value of total assets at end of year | 2010-12-31 | $9,572,847 |
Value of total assets at beginning of year | 2010-12-31 | $6,066,154 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,787 |
Total interest from all sources | 2010-12-31 | $33,608 |
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 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,656,127 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $550,187 |
Assets. Loans (other than to participants) at end of year | 2010-12-31 | $99,999 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $34,988 |
Administrative expenses (other) incurred | 2010-12-31 | $2,787 |
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 | $3,506,693 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,572,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,066,154 |
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 |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,827,318 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $5,229,160 |
Interest on participant loans | 2010-12-31 | $2,032 |
Interest earned on other investments | 2010-12-31 | $31,576 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,645,530 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $802,006 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $857,595 |
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 | Yes |
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 | $531,012 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $119,049 |
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 |
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 | BLUE & CO., LLC |
Accountancy firm EIN | 2010-12-31 | 351178661 |
2009 : WOOD COUNTY HOSPITAL 403(B) PLAN 2009 401k financial data |
---|
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |