401k Plan data: MCGEHEE HOSPITAL, INC. 401(K) RETIREMENT PLAN AND TRUST plan

MCGEHEE HOSPITAL, INC. 401(K) RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	MCGEHEE HOSPITAL, INC. 401(K) RETIREMENT PLAN AND TRUST
Plan identification number	002

MCGEHEE HOSPITAL, INC. 401(K) RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

MCGEHEE HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: MCGEHEE HOSPITAL, INC.

Employer identification number (EIN): 364664248

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCGEHEE HOSPITAL, INC. 401(K) RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 TERRY AMSTUTZ 2024-05-09
002 2022-01-01 TERRY AMSTUTZ 2023-03-24
002 2021-01-01 TERRY AMSTUTZ 2022-07-25
002 2020-01-01 TERRY AMSTUTZ 2021-05-04
002 2019-01-01 TERRY AMSTUTZ 2020-09-01
002 2018-01-01 TERRY AMSTUTZ 2019-07-30
002 2017-01-01 TERESA MORGAN 2018-10-15
002 2016-01-01 JOHN E. HEARD 2017-10-16
002 2015-01-01 JOHN E. HEARD 2016-10-10
002 2014-01-01 JOHN E. HEARD
002 2013-01-01 JOHN E. HEARD JOHN E. HEARD 2014-07-24
002 2012-01-01 JOHN E. HEARD 2013-07-30 JOHN E. HEARD 2013-07-30
002 2011-01-01 JOHN E. HEARD 2012-07-20 JOHN E. HEARD 2012-07-20
002 2010-07-01 JOHN HEARD 2011-07-25 JOHN HEARD 2011-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	TERRY AMSTUTZ	2024-05-09
002	2022-01-01	TERRY AMSTUTZ	2023-03-24
002	2021-01-01	TERRY AMSTUTZ	2022-07-25
002	2020-01-01	TERRY AMSTUTZ	2021-05-04
002	2019-01-01	TERRY AMSTUTZ	2020-09-01
002	2018-01-01	TERRY AMSTUTZ	2019-07-30
002	2017-01-01	TERESA MORGAN	2018-10-15
002	2016-01-01	JOHN E. HEARD	2017-10-16
002	2015-01-01	JOHN E. HEARD	2016-10-10
002	2014-01-01	JOHN E. HEARD
002	2013-01-01	JOHN E. HEARD		JOHN E. HEARD	2014-07-24
002	2012-01-01	JOHN E. HEARD	2013-07-30	JOHN E. HEARD	2013-07-30
002	2011-01-01	JOHN E. HEARD	2012-07-20	JOHN E. HEARD	2012-07-20
002	2010-07-01	JOHN HEARD	2011-07-25	JOHN HEARD	2011-07-25

Financial Data on MCGEHEE HOSPITAL, INC. 401(K) RETIREMENT PLAN AND TRUST

Measure	Date	Value
2025 : MCGEHEE HOSPITAL, INC. 401(K) RETIREMENT PLAN AND TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-06-11	0
Total expenses incurred by plan in this plan year	2025-06-11	144787
Net assets as of the end of the plan year	2025-06-11	1268434
Total assets as of the beginning of the plan year	2025-06-11	1046499
Value of plan covered by a fidelity bond	2025-06-11	35000
Participant contributions to plan in this plan year	2025-06-11	179428
Other income to plan in this plan year	2025-06-11	122120
Plan net income in this plan year	2025-06-11	221935
Net assets as of the end of the plan year	2025-06-11	1268434
Net assets as of the beginning of the plan year	2025-06-11	1046499
Employer contributions to plan in this plan year	2025-06-11	65174
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-11	11497
2024 : MCGEHEE HOSPITAL, INC. 401(K) RETIREMENT PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-09	294608
Net assets as of the end of the plan year	2024-05-09	1046499
Total assets as of the beginning of the plan year	2024-05-09	1052330
Value of plan covered by a fidelity bond	2024-05-09	35000
Participant contributions to plan in this plan year	2024-05-09	133955
Other income to plan in this plan year	2024-05-09	154822
Plan net income in this plan year	2024-05-09	-5831
Net assets as of the end of the plan year	2024-05-09	1046499
Net assets as of the beginning of the plan year	2024-05-09	1052330
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-09	11929
2014 : MCGEHEE HOSPITAL, INC. 401(K) RETIREMENT PLAN AND TRUST 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$22,107
Expenses. Total of all expenses incurred	2014-12-31	$78,769
Benefits paid (including direct rollovers)	2014-12-31	$70,274
Total plan assets at end of year	2014-12-31	$1,048,249
Total plan assets at beginning of year	2014-12-31	$1,104,911
Value of fidelity bond covering the plan	2014-12-31	$35,000
Total contributions received or receivable from participants	2014-12-31	$81,551
Other income received	2014-12-31	$-59,444
Net income (gross income less expenses)	2014-12-31	$-56,662
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,048,249
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,104,911
Value of corrective distributions	2014-12-31	$853
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,642
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MCGEHEE HOSPITAL, INC. 401(K) RETIREMENT PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$202,611
Expenses. Total of all expenses incurred	2013-12-31	$8,612
Benefits paid (including direct rollovers)	2013-12-31	$7,806
Total plan assets at end of year	2013-12-31	$1,104,911
Total plan assets at beginning of year	2013-12-31	$910,912
Value of fidelity bond covering the plan	2013-12-31	$35,000
Total contributions received or receivable from participants	2013-12-31	$73,042
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$85,414
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$193,999
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,104,911
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$910,912
Total contributions received or receivable from employer(s)	2013-12-31	$44,155
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$556
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for MCGEHEE HOSPITAL, INC. 401(K) RETIREMENT PLAN AND TRUST

2014: MCGEHEE HOSPITAL, INC. 401(K) RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MCGEHEE HOSPITAL, INC. 401(K) RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	877869
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	877869
Policy instance	1

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Company Name:	MCGEHEE HOSPITAL, INC.
Employer identification number (EIN):	364664248
NAIC Classification:	622000
NAIC Description:	Hospitals