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HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameHOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN
Plan identification number 005

HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC.
Employer identification number (EIN):370860281
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01KEITH PYLE2023-10-13
0052021-01-01OLIVER M. SMITH2022-10-11
0052020-01-01OLIVER M. SMITH2021-10-07
0052019-01-01OLIVER M. SMITH2020-10-13
0052018-01-01OLIVER M. SMITH2019-10-13
0052017-01-01
0052016-01-01
0052015-01-01OLIVER M. SMITH
0052014-01-01OLIVER M. SMITH
0052013-01-01OLIVER M. SMITH
0052012-01-01JEFF L. BUCKLEY
0052011-01-01DARCI HAMPTON
0052009-01-01DARCI HAMPTON
0052009-01-01DARCI HAMPTON

Plan Statistics for HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01690
Total number of active participants reported on line 7a of the Form 55002022-01-01745
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01793
Number of participants with account balances2022-01-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01586
Total number of active participants reported on line 7a of the Form 55002021-01-01654
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01689
Number of participants with account balances2021-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01567
Total number of active participants reported on line 7a of the Form 55002020-01-01603
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01634
Number of participants with account balances2020-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01525
Total number of active participants reported on line 7a of the Form 55002019-01-01588
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01612
Number of participants with account balances2019-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01448
Total number of active participants reported on line 7a of the Form 55002018-01-01495
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01549
Number of participants with account balances2018-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01441
Total number of active participants reported on line 7a of the Form 55002017-01-01433
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01467
Number of participants with account balances2017-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01386
Total number of active participants reported on line 7a of the Form 55002016-01-01432
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01455
Number of participants with account balances2016-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01354
Total number of active participants reported on line 7a of the Form 55002015-01-01374
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01398
Number of participants with account balances2015-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01336
Total number of active participants reported on line 7a of the Form 55002014-01-01331
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01353
Number of participants with account balances2014-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01328
Total number of active participants reported on line 7a of the Form 55002013-01-01311
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01336
Number of participants with account balances2013-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01317
Total number of active participants reported on line 7a of the Form 55002012-01-01301
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01326
Number of participants with account balances2012-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01297
Total number of active participants reported on line 7a of the Form 55002011-01-01294
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01313
Number of participants with account balances2011-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01311
Total number of active participants reported on line 7a of the Form 55002009-01-01266
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01306
Number of participants with account balances2009-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$40,144
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,503,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,339,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,721,614
Value of total assets at end of year2022-12-31$24,706,425
Value of total assets at beginning of year2022-12-31$26,169,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$164,581
Total interest from all sources2022-12-31$6,547
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,341,945
Participant contributions at end of year2022-12-31$164,660
Participant contributions at beginning of year2022-12-31$109,568
Participant contributions at end of year2022-12-31$73,278
Participant contributions at beginning of year2022-12-31$61,234
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$564,063
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,164
Administrative expenses (other) incurred2022-12-31$14,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,463,558
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,706,425
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,169,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$96,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,433,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,965,345
Interest on participant loans2022-12-31$6,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,688,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$815,606
Employer contributions (assets) at end of year2022-12-31$33,227
Employer contributions (assets) at beginning of year2022-12-31$31,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,339,121
Contract administrator fees2022-12-31$53,887
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KERBER,ECK & BRAECKEL, LLP
Accountancy firm EIN2022-12-31430352895
2021 : HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,011,810
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,179,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,023,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,774,400
Value of total assets at end of year2021-12-31$26,169,983
Value of total assets at beginning of year2021-12-31$22,337,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$155,424
Total interest from all sources2021-12-31$5,489
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,990,500
Participant contributions at end of year2021-12-31$109,568
Participant contributions at beginning of year2021-12-31$117,476
Participant contributions at end of year2021-12-31$61,234
Participant contributions at beginning of year2021-12-31$55,087
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$28,292
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,074
Administrative expenses (other) incurred2021-12-31$6,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,832,744
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,169,983
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,337,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$95,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,965,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,140,841
Interest on participant loans2021-12-31$5,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,231,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$755,608
Employer contributions (assets) at end of year2021-12-31$31,672
Employer contributions (assets) at beginning of year2021-12-31$21,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,023,642
Contract administrator fees2021-12-31$52,946
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KERBER,ECK & BRAECKEL, LLP
Accountancy firm EIN2021-12-31430352895
2020 : HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,698,185
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,020,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,888,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,542,836
Value of total assets at end of year2020-12-31$22,337,239
Value of total assets at beginning of year2020-12-31$20,659,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$131,458
Total interest from all sources2020-12-31$2,738
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,764,031
Participant contributions at end of year2020-12-31$117,476
Participant contributions at end of year2020-12-31$55,087
Participant contributions at beginning of year2020-12-31$35,632
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$139,107
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,074
Administrative expenses (other) incurred2020-12-31$9,501
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$1,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,677,800
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,337,239
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,659,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$77,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,140,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,609,585
Interest on participant loans2020-12-31$2,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,152,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$639,698
Employer contributions (assets) at end of year2020-12-31$21,761
Employer contributions (assets) at beginning of year2020-12-31$12,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,888,927
Contract administrator fees2020-12-31$44,639
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KERBER, ECK & BRAECKEL, LLP
Accountancy firm EIN2020-12-31430352895
2019 : HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,640,323
Total income from all sources (including contributions)2019-12-31$5,640,323
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,383,921
Total of all expenses incurred2019-12-31$2,383,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,260,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,260,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,186,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,186,314
Value of total assets at end of year2019-12-31$20,659,439
Value of total assets at end of year2019-12-31$20,659,439
Value of total assets at beginning of year2019-12-31$17,403,037
Value of total assets at beginning of year2019-12-31$17,403,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$123,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$123,683
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,538,118
Contributions received from participants2019-12-31$1,538,118
Participant contributions at end of year2019-12-31$35,632
Participant contributions at end of year2019-12-31$35,632
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$52,124
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$52,124
Administrative expenses (other) incurred2019-12-31$3,917
Administrative expenses (other) incurred2019-12-31$3,917
Total non interest bearing cash at end of year2019-12-31$1,525
Total non interest bearing cash at beginning of year2019-12-31$59,926
Total non interest bearing cash at beginning of year2019-12-31$59,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,256,402
Value of net income/loss2019-12-31$3,256,402
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,659,439
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,659,439
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,403,037
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,403,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$76,856
Investment advisory and management fees2019-12-31$76,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,609,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,609,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,335,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,335,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,454,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,454,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$596,072
Contributions received in cash from employer2019-12-31$596,072
Employer contributions (assets) at end of year2019-12-31$12,697
Employer contributions (assets) at end of year2019-12-31$12,697
Employer contributions (assets) at beginning of year2019-12-31$7,633
Employer contributions (assets) at beginning of year2019-12-31$7,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,260,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,260,238
Contract administrator fees2019-12-31$42,910
Contract administrator fees2019-12-31$42,910
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KERBER, ECK & BRAECKEL, LLP
Accountancy firm name2019-12-31KERBER, ECK & BRAECKEL, LLP
Accountancy firm EIN2019-12-31430352985
Accountancy firm EIN2019-12-31430352985
2018 : HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$939,683
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,500,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,375,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,942,223
Value of total assets at end of year2018-12-31$17,403,037
Value of total assets at beginning of year2018-12-31$18,963,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$124,748
Total interest from all sources2018-12-31$0
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,397,239
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$39,238
Administrative expenses (other) incurred2018-12-31$6,986
Total non interest bearing cash at end of year2018-12-31$59,926
Total non interest bearing cash at beginning of year2018-12-31$1,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,560,950
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,403,037
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,963,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$74,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,335,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,962,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,002,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$505,746
Employer contributions (assets) at end of year2018-12-31$7,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,375,885
Contract administrator fees2018-12-31$42,820
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KERBER, ECK & BRAECKEL, LLP
Accountancy firm EIN2018-12-31430352985
2017 : HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$342
Total income from all sources (including contributions)2017-12-31$4,483,628
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,922,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,829,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,783,555
Value of total assets at end of year2017-12-31$18,963,987
Value of total assets at beginning of year2017-12-31$20,403,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$92,863
Total interest from all sources2017-12-31$0
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,227,285
Participant contributions at beginning of year2017-12-31$41,377
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$84,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$342
Administrative expenses (other) incurred2017-12-31$12,864
Total non interest bearing cash at end of year2017-12-31$1,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,439,006
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,963,987
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,402,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$52,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,962,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,347,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,700,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$472,100
Employer contributions (assets) at beginning of year2017-12-31$14,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,829,771
Contract administrator fees2017-12-31$27,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KERBER, ECK & BRAECKEL, LLP
Accountancy firm EIN2017-12-31430352985
2016 : HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$342
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$3,167,012
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$399,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$324,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,682,658
Value of total assets at end of year2016-12-31$20,403,335
Value of total assets at beginning of year2016-12-31$17,635,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$75,302
Total interest from all sources2016-12-31$0
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,116,510
Participant contributions at end of year2016-12-31$41,377
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$124,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,767,234
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,402,993
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,635,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$59,735
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,347,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,635,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,484,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$441,477
Employer contributions (assets) at end of year2016-12-31$14,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$324,476
Contract administrator fees2016-12-31$15,567
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KERBER, ECK & BRAECKEL, LLP
Accountancy firm EIN2016-12-31430352985
2015 : HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$1,200,335
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,533,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,459,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,529,389
Value of total assets at end of year2015-12-31$17,635,759
Value of total assets at beginning of year2015-12-31$17,969,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$74,454
Total interest from all sources2015-12-31$0
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$998,616
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$110,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-333,331
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,635,759
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,969,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$58,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,635,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,307,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,661,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,661,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-329,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$420,182
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,459,212
Contract administrator fees2015-12-31$15,691
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KERBER, ECK & BRAECKEL, LLP
Accountancy firm EIN2015-12-31430352985
2014 : HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$2,086,853
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$562,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$490,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,262,044
Value of total assets at end of year2014-12-31$17,969,090
Value of total assets at beginning of year2014-12-31$16,444,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$72,061
Total interest from all sources2014-12-31$0
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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$754,512
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$25,430
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$149,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,524,276
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,969,090
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,444,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$57,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,307,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,509,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,661,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,898,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,898,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$824,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$357,916
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$12,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$490,516
Contract administrator fees2014-12-31$14,846
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KERBER, ECK & BRAECKEL, LLP
Accountancy firm EIN2014-12-31430352985
2013 : HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$3,589,768
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,054,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$988,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,133,917
Value of total assets at end of year2013-12-31$16,444,814
Value of total assets at beginning of year2013-12-31$13,909,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$66,111
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$792,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$792,738
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$726,979
Participant contributions at end of year2013-12-31$25,430
Participant contributions at beginning of year2013-12-31$25,073
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$48,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,535,657
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,444,814
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,909,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$52,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,509,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,006,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,898,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,862,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,862,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,663,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$358,497
Employer contributions (assets) at end of year2013-12-31$12,261
Employer contributions (assets) at beginning of year2013-12-31$15,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$988,000
Contract administrator fees2013-12-31$13,943
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KERBER, ECK & BRAECKEL, LLP
Accountancy firm EIN2013-12-31430352985
2012 : HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$2,523,006
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$738,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$679,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,100,402
Value of total assets at end of year2012-12-31$13,909,157
Value of total assets at beginning of year2012-12-31$12,124,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$59,011
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$328,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$328,627
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$714,707
Participant contributions at end of year2012-12-31$25,073
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$16,438
Total non interest bearing cash at beginning of year2012-12-31$35,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,784,516
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,909,157
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,124,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$47,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,006,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,385,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,862,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,703,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,703,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,093,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$369,257
Employer contributions (assets) at end of year2012-12-31$15,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$679,479
Contract administrator fees2012-12-31$11,289
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KERBER, ECK & BRAECKEL, LLP
Accountancy firm EIN2012-12-31430352985
2011 : HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$867,785
Total loss/gain on sale of assets2011-12-31$413,412
Total of all expenses incurred2011-12-31$423,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$261,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,056,936
Value of total assets at end of year2011-12-31$12,124,641
Value of total assets at beginning of year2011-12-31$11,680,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$161,973
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$336,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$336,262
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$690,117
Participant contributions at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$223
Total non interest bearing cash at end of year2011-12-31$35,246
Total non interest bearing cash at beginning of year2011-12-31$34,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$444,282
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,124,641
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,680,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$139,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,385,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,483,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,703,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,158,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,158,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-938,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$366,819
Employer contributions (assets) at beginning of year2011-12-31$3,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$261,530
Contract administrator fees2011-12-31$22,175
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$3,240,440
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,827,028
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LARSSON, WOODYARD & HENSON, LLP
Accountancy firm EIN2011-12-31370623191
2010 : HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$2,449,277
Total loss/gain on sale of assets2010-12-31$333,378
Total of all expenses incurred2010-12-31$882,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$752,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,054,143
Value of total assets at end of year2010-12-31$11,680,359
Value of total assets at beginning of year2010-12-31$10,113,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$130,475
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$256,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$256,209
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$687,947
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$19,850
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$223
Total non interest bearing cash at end of year2010-12-31$34,911
Total non interest bearing cash at beginning of year2010-12-31$36,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,566,621
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,680,359
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,113,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$110,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,483,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,628,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,158,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,417,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,417,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$805,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$366,196
Employer contributions (assets) at end of year2010-12-31$3,627
Employer contributions (assets) at beginning of year2010-12-31$11,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$752,181
Contract administrator fees2010-12-31$19,873
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$2,526,611
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,193,233
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSSON, WOODYARD & HENSON, LLP
Accountancy firm EIN2010-12-31370623191
2009 : HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN

2022: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-80280
Policy instance 1
Insurance contract or identification number194-80280
Number of Individuals Covered160
Insurance policy start date2017-01-01
Insurance policy end date2017-07-03
Total amount of commissions paid to insurance brokerUSD $905
Total amount of fees paid to insurance companyUSD $226
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $905
Insurance broker organization code?4
Amount paid for insurance broker fees226
Additional information about fees paid to insurance brokerFEES
Insurance broker nameNILES LANKFORD GROUP INC.

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