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MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 401k Plan overview

Plan NameMCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN
Plan identification number 001

MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MCKENZIE MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:MCKENZIE MEMORIAL HOSPITAL
Employer identification number (EIN):381738615
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about MCKENZIE MEMORIAL HOSPITAL

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 765103

More information about MCKENZIE MEMORIAL HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01AMY RUEDISUELI
0012015-10-01AMY RUEDISUELI
0012014-10-01AMY RUEDISUELI
0012013-10-01AMY RUEDISUELI
0012012-10-01AMY RUEDISUELI
0012011-10-01AMY RUEDISUELI
0012009-10-01AMY RUEDISUELI
0012008-10-01

Plan Statistics for MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN

401k plan membership statisitcs for MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN

Measure Date Value
2021: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01333
Total number of active participants reported on line 7a of the Form 55002021-10-01286
Number of retired or separated participants receiving benefits2021-10-013
Number of other retired or separated participants entitled to future benefits2021-10-0138
Total of all active and inactive participants2021-10-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01327
Number of participants with account balances2021-10-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-018
2020: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01323
Total number of active participants reported on line 7a of the Form 55002020-10-01298
Number of retired or separated participants receiving benefits2020-10-013
Number of other retired or separated participants entitled to future benefits2020-10-0131
Total of all active and inactive participants2020-10-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01332
Number of participants with account balances2020-10-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-018
2019: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01251
Total number of active participants reported on line 7a of the Form 55002019-10-01284
Number of retired or separated participants receiving benefits2019-10-012
Number of other retired or separated participants entitled to future benefits2019-10-0132
Total of all active and inactive participants2019-10-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01318
Number of participants with account balances2019-10-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0112
2018: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01237
Total number of active participants reported on line 7a of the Form 55002018-10-01213
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-015
Total of all active and inactive participants2018-10-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01218
Number of participants with account balances2018-10-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01227
Total number of active participants reported on line 7a of the Form 55002017-10-01192
Number of retired or separated participants receiving benefits2017-10-011
Number of other retired or separated participants entitled to future benefits2017-10-0124
Total of all active and inactive participants2017-10-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01217
Number of participants with account balances2017-10-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-016
2016: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01230
Total number of active participants reported on line 7a of the Form 55002016-10-01180
Number of retired or separated participants receiving benefits2016-10-011
Number of other retired or separated participants entitled to future benefits2016-10-0133
Total of all active and inactive participants2016-10-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01214
Number of participants with account balances2016-10-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01235
Total number of active participants reported on line 7a of the Form 55002015-10-01183
Number of retired or separated participants receiving benefits2015-10-011
Number of other retired or separated participants entitled to future benefits2015-10-0142
Total of all active and inactive participants2015-10-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01226
Number of participants with account balances2015-10-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-018
2014: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01224
Total number of active participants reported on line 7a of the Form 55002014-10-01184
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0135
Total of all active and inactive participants2014-10-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01219
Number of participants with account balances2014-10-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-013
2013: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01219
Total number of active participants reported on line 7a of the Form 55002013-10-01171
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0135
Total of all active and inactive participants2013-10-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01206
Number of participants with account balances2013-10-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-017
2012: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01204
Total number of active participants reported on line 7a of the Form 55002012-10-01160
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0137
Total of all active and inactive participants2012-10-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01197
Number of participants with account balances2012-10-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-013
2011: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01203
Total number of active participants reported on line 7a of the Form 55002011-10-01160
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0132
Total of all active and inactive participants2011-10-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-011
Total participants2011-10-01193
Number of participants with account balances2011-10-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-016
2009: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01211
Total number of active participants reported on line 7a of the Form 55002009-10-01167
Number of retired or separated participants receiving benefits2009-10-011
Number of other retired or separated participants entitled to future benefits2009-10-0135
Total of all active and inactive participants2009-10-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01203
Number of participants with account balances2009-10-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-013

Financial Data on MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN

Measure Date Value
2022 : MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-611,217
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$455,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$406,523
Expenses. Certain deemed distributions of participant loans2022-09-30$0
Value of total corrective distributions2022-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,315,694
Value of total assets at end of year2022-09-30$11,248,010
Value of total assets at beginning of year2022-09-30$12,315,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$49,285
Total interest from all sources2022-09-30$63,536
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$483,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$483,995
Administrative expenses professional fees incurred2022-09-30$0
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$764,808
Participant contributions at end of year2022-09-30$18,696
Participant contributions at beginning of year2022-09-30$10,506
Assets. Other investments not covered elsewhere at end of year2022-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$121,953
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-09-30$0
Other income not declared elsewhere2022-09-30$0
Administrative expenses (other) incurred2022-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-1,067,025
Value of net assets at end of year (total assets less liabilities)2022-09-30$11,248,010
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$12,315,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$47,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$4,985,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$5,682,096
Value of interest in pooled separate accounts at end of year2022-09-30$0
Value of interest in pooled separate accounts at beginning of year2022-09-30$0
Interest on participant loans2022-09-30$720
Interest earned on other investments2022-09-30$62,816
Value of interest in common/collective trusts at end of year2022-09-30$3,289,844
Value of interest in common/collective trusts at beginning of year2022-09-30$3,984,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$2,954,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$2,637,474
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-1,781,414
Net investment gain/loss from pooled separate accounts2022-09-30$0
Net investment gain or loss from common/collective trusts2022-09-30$-693,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Assets. Invements in employer securities at end of year2022-09-30$0
Assets. Invements in employer securities at beginning of year2022-09-30$0
Contributions received in cash from employer2022-09-30$428,933
Income. Dividends from common stock2022-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$406,523
Contract administrator fees2022-09-30$2,156
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30MRPR GROUP, PC
Accountancy firm EIN2022-09-30382141969
2021 : MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$3,057,786
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$674,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$628,483
Expenses. Certain deemed distributions of participant loans2021-09-30$0
Value of total corrective distributions2021-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$1,252,429
Value of total assets at end of year2021-09-30$12,315,035
Value of total assets at beginning of year2021-09-30$9,932,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$46,279
Total interest from all sources2021-09-30$49,820
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$179,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$179,680
Administrative expenses professional fees incurred2021-09-30$0
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$752,949
Participant contributions at end of year2021-09-30$10,506
Participant contributions at beginning of year2021-09-30$0
Assets. Other investments not covered elsewhere at end of year2021-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$32,675
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-09-30$0
Other income not declared elsewhere2021-09-30$0
Administrative expenses (other) incurred2021-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$2,383,024
Value of net assets at end of year (total assets less liabilities)2021-09-30$12,315,035
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$9,932,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$44,091
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$5,682,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$4,753,825
Value of interest in pooled separate accounts at end of year2021-09-30$0
Value of interest in pooled separate accounts at beginning of year2021-09-30$0
Interest on participant loans2021-09-30$323
Interest earned on other investments2021-09-30$49,497
Value of interest in common/collective trusts at end of year2021-09-30$3,984,959
Value of interest in common/collective trusts at beginning of year2021-09-30$3,307,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$2,637,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$1,870,655
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$896,808
Net investment gain/loss from pooled separate accounts2021-09-30$0
Net investment gain or loss from common/collective trusts2021-09-30$679,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Assets. Invements in employer securities at end of year2021-09-30$0
Assets. Invements in employer securities at beginning of year2021-09-30$0
Contributions received in cash from employer2021-09-30$466,805
Income. Dividends from common stock2021-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$628,483
Contract administrator fees2021-09-30$2,188
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30MRPR
Accountancy firm EIN2021-09-30382141969
2020 : MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$3,978,717
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$522,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$482,423
Expenses. Certain deemed distributions of participant loans2020-09-30$0
Value of total corrective distributions2020-09-30$4,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$3,051,962
Value of total assets at end of year2020-09-30$9,932,011
Value of total assets at beginning of year2020-09-30$6,475,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$36,084
Total interest from all sources2020-09-30$44,113
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$179,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$179,056
Administrative expenses professional fees incurred2020-09-30$0
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$732,822
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$0
Assets. Other investments not covered elsewhere at end of year2020-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$1,572,922
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-09-30$0
Other income not declared elsewhere2020-09-30$0
Administrative expenses (other) incurred2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$3,456,084
Value of net assets at end of year (total assets less liabilities)2020-09-30$9,932,011
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$6,475,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$33,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$4,753,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$6,272,175
Value of interest in pooled separate accounts at end of year2020-09-30$0
Value of interest in pooled separate accounts at beginning of year2020-09-30$0
Interest on participant loans2020-09-30$0
Interest earned on other investments2020-09-30$43,840
Value of interest in common/collective trusts at end of year2020-09-30$3,307,531
Value of interest in common/collective trusts at beginning of year2020-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$203,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$203,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$1,870,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$454,780
Net investment gain/loss from pooled separate accounts2020-09-30$0
Net investment gain or loss from common/collective trusts2020-09-30$248,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30Yes
Assets. Invements in employer securities at end of year2020-09-30$0
Assets. Invements in employer securities at beginning of year2020-09-30$0
Contributions received in cash from employer2020-09-30$746,218
Income. Dividends from common stock2020-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$482,423
Contract administrator fees2020-09-30$2,445
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-09-30Yes
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30MRPR GROUP P.C.
Accountancy firm EIN2020-09-30382141969
2019 : MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$498,473
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$405,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$400,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$322,784
Value of total assets at end of year2019-09-30$6,475,927
Value of total assets at beginning of year2019-09-30$6,383,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$4,992
Total interest from all sources2019-09-30$3,305
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$313,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$313,788
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Funding deficiency by the employer to the plan for this plan year2019-09-30$0
Minimum employer required contribution for this plan year2019-09-30$351,501
Amount contributed by the employer to the plan for this plan year2019-09-30$351,501
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$92,652
Value of net assets at end of year (total assets less liabilities)2019-09-30$6,475,927
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$6,383,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$4,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$6,272,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$6,185,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$203,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$197,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$197,785
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$3,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-141,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$322,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$400,829
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30MRPR GROUP P.C.
Accountancy firm EIN2019-09-30382141969
2018 : MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$770,704
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$257,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$252,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$301,674
Value of total assets at end of year2018-09-30$6,383,275
Value of total assets at beginning of year2018-09-30$5,870,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$5,351
Total interest from all sources2018-09-30$1,788
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$218,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$218,456
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Funding deficiency by the employer to the plan for this plan year2018-09-30$0
Minimum employer required contribution for this plan year2018-09-30$328,039
Amount contributed by the employer to the plan for this plan year2018-09-30$328,039
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$513,148
Value of net assets at end of year (total assets less liabilities)2018-09-30$6,383,275
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$5,870,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$6,185,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$5,870,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$197,785
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$1,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$248,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$301,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$252,205
Contract administrator fees2018-09-30$5,351
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30MRPR GROUP P.C.
Accountancy firm EIN2018-09-30382141969
2017 : MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$994,605
Total loss/gain on sale of assets2017-09-30$8,566
Total of all expenses incurred2017-09-30$289,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$285,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$304,011
Value of total assets at end of year2017-09-30$5,870,127
Value of total assets at beginning of year2017-09-30$5,165,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$4,125
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$179,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$179,542
Assets. Real estate other than employer real property at end of year2017-09-30$0
Assets. Real estate other than employer real property at beginning of year2017-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-09-30$0
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$0
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$0
Assets. Other investments not covered elsewhere at end of year2017-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$0
Assets. Loans (other than to participants) at end of year2017-09-30$0
Assets. Loans (other than to participants) at beginning of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$0
Liabilities. Value of operating payables at end of year2017-09-30$0
Liabilities. Value of operating payables at beginning of year2017-09-30$0
Total non interest bearing cash at end of year2017-09-30$0
Total non interest bearing cash at beginning of year2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$704,716
Value of net assets at end of year (total assets less liabilities)2017-09-30$5,870,127
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$5,165,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Assets. partnership/joint venture interests at end of year2017-09-30$0
Assets. partnership/joint venture interests at beginning of year2017-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$5,870,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$5,165,411
Value of interest in master investment trust accounts at end of year2017-09-30$0
Value of interest in master investment trust accounts at beginning of year2017-09-30$0
Value of interest in common/collective trusts at end of year2017-09-30$0
Value of interest in common/collective trusts at beginning of year2017-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2017-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-09-30$0
Asset value of US Government securities at end of year2017-09-30$0
Asset value of US Government securities at beginning of year2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$502,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Assets. Invements in employer securities at end of year2017-09-30$0
Assets. Invements in employer securities at beginning of year2017-09-30$0
Assets. Value of employer real property at end of year2017-09-30$0
Assets. Value of employer real property at beginning of year2017-09-30$0
Contributions received in cash from employer2017-09-30$304,011
Employer contributions (assets) at end of year2017-09-30$0
Employer contributions (assets) at beginning of year2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$285,764
Asset. Corporate debt instrument preferred debt at end of year2017-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2017-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-09-30$0
Contract administrator fees2017-09-30$4,125
Assets. Corporate common stocks other than exployer securities at end of year2017-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-09-30$0
Liabilities. Value of benefit claims payable at end of year2017-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-09-30$0
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$360,268
Aggregate carrying amount (costs) on sale of assets2017-09-30$351,702
Liabilities. Value of acquisition indebtedness at end of year2017-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30MRPR GROUP P.C.
Accountancy firm EIN2017-09-30382141969
2016 : MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$818,536
Total loss/gain on sale of assets2016-09-30$6,820
Total of all expenses incurred2016-09-30$420,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$419,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$288,310
Value of total assets at end of year2016-09-30$5,165,411
Value of total assets at beginning of year2016-09-30$4,766,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$956
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$234,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$234,469
Assets. Real estate other than employer real property at end of year2016-09-30$0
Assets. Real estate other than employer real property at beginning of year2016-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-09-30$0
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Funding deficiency by the employer to the plan for this plan year2016-09-30$0
Minimum employer required contribution for this plan year2016-09-30$308,004
Amount contributed by the employer to the plan for this plan year2016-09-30$308,004
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$0
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$0
Assets. Other investments not covered elsewhere at end of year2016-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Assets. Loans (other than to participants) at end of year2016-09-30$0
Assets. Loans (other than to participants) at beginning of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Liabilities. Value of operating payables at end of year2016-09-30$0
Liabilities. Value of operating payables at beginning of year2016-09-30$0
Total non interest bearing cash at end of year2016-09-30$0
Total non interest bearing cash at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$398,422
Value of net assets at end of year (total assets less liabilities)2016-09-30$5,165,411
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$4,766,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Assets. partnership/joint venture interests at end of year2016-09-30$0
Assets. partnership/joint venture interests at beginning of year2016-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$5,165,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$4,766,989
Value of interest in master investment trust accounts at end of year2016-09-30$0
Value of interest in master investment trust accounts at beginning of year2016-09-30$0
Value of interest in common/collective trusts at end of year2016-09-30$0
Value of interest in common/collective trusts at beginning of year2016-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2016-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-09-30$0
Asset value of US Government securities at end of year2016-09-30$0
Asset value of US Government securities at beginning of year2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$288,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Assets. Invements in employer securities at end of year2016-09-30$0
Assets. Invements in employer securities at beginning of year2016-09-30$0
Assets. Value of employer real property at end of year2016-09-30$0
Assets. Value of employer real property at beginning of year2016-09-30$0
Contributions received in cash from employer2016-09-30$288,310
Employer contributions (assets) at end of year2016-09-30$0
Employer contributions (assets) at beginning of year2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$419,158
Asset. Corporate debt instrument preferred debt at end of year2016-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2016-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-09-30$0
Contract administrator fees2016-09-30$956
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$0
Liabilities. Value of benefit claims payable at end of year2016-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-09-30$0
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$477,954
Aggregate carrying amount (costs) on sale of assets2016-09-30$471,134
Liabilities. Value of acquisition indebtedness at end of year2016-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BRINING & NARTKER, P.C.
Accountancy firm EIN2016-09-30382477354
2015 : MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$-110,070
Total loss/gain on sale of assets2015-09-30$-8,462
Total of all expenses incurred2015-09-30$800,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$797,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$0
Value of total assets at end of year2015-09-30$4,766,989
Value of total assets at beginning of year2015-09-30$5,677,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$2,253
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$245,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$245,383
Assets. Real estate other than employer real property at end of year2015-09-30$0
Assets. Real estate other than employer real property at beginning of year2015-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Funding deficiency by the employer to the plan for this plan year2015-09-30$-261,468
Minimum employer required contribution for this plan year2015-09-30$288,310
Amount contributed by the employer to the plan for this plan year2015-09-30$549,778
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$0
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$0
Assets. Other investments not covered elsewhere at end of year2015-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Assets. Loans (other than to participants) at end of year2015-09-30$0
Assets. Loans (other than to participants) at beginning of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$0
Liabilities. Value of operating payables at end of year2015-09-30$0
Liabilities. Value of operating payables at beginning of year2015-09-30$0
Total non interest bearing cash at end of year2015-09-30$0
Total non interest bearing cash at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-910,276
Value of net assets at end of year (total assets less liabilities)2015-09-30$4,766,989
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$5,677,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Assets. partnership/joint venture interests at end of year2015-09-30$0
Assets. partnership/joint venture interests at beginning of year2015-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$4,766,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$5,415,797
Value of interest in master investment trust accounts at end of year2015-09-30$0
Value of interest in master investment trust accounts at beginning of year2015-09-30$0
Value of interest in common/collective trusts at end of year2015-09-30$0
Value of interest in common/collective trusts at beginning of year2015-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2015-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-09-30$0
Asset value of US Government securities at end of year2015-09-30$0
Asset value of US Government securities at beginning of year2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-346,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Assets. Invements in employer securities at end of year2015-09-30$0
Assets. Invements in employer securities at beginning of year2015-09-30$0
Assets. Value of employer real property at end of year2015-09-30$0
Assets. Value of employer real property at beginning of year2015-09-30$0
Employer contributions (assets) at end of year2015-09-30$0
Employer contributions (assets) at beginning of year2015-09-30$261,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$797,953
Asset. Corporate debt instrument preferred debt at end of year2015-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2015-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-09-30$0
Contract administrator fees2015-09-30$2,253
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$0
Liabilities. Value of benefit claims payable at end of year2015-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-09-30$0
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$955,676
Aggregate carrying amount (costs) on sale of assets2015-09-30$964,138
Liabilities. Value of acquisition indebtedness at end of year2015-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30BRINING & NARTKER, P.C.
Accountancy firm EIN2015-09-30382477354
2014 : MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$789,203
Total loss/gain on sale of assets2014-09-30$24,914
Total of all expenses incurred2014-09-30$463,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$461,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$261,468
Value of total assets at end of year2014-09-30$5,677,265
Value of total assets at beginning of year2014-09-30$5,351,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$1,903
Total interest from all sources2014-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$157,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$157,403
Assets. Real estate other than employer real property at end of year2014-09-30$0
Assets. Real estate other than employer real property at beginning of year2014-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Funding deficiency by the employer to the plan for this plan year2014-09-30$0
Minimum employer required contribution for this plan year2014-09-30$264,952
Amount contributed by the employer to the plan for this plan year2014-09-30$264,952
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$0
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$0
Assets. Other investments not covered elsewhere at end of year2014-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$0
Assets. Loans (other than to participants) at end of year2014-09-30$0
Assets. Loans (other than to participants) at beginning of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$0
Liabilities. Value of operating payables at end of year2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$0
Total non interest bearing cash at end of year2014-09-30$0
Total non interest bearing cash at beginning of year2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$326,098
Value of net assets at end of year (total assets less liabilities)2014-09-30$5,677,265
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$5,351,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Assets. partnership/joint venture interests at end of year2014-09-30$0
Assets. partnership/joint venture interests at beginning of year2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$5,415,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$5,101,201
Value of interest in master investment trust accounts at end of year2014-09-30$0
Value of interest in master investment trust accounts at beginning of year2014-09-30$0
Value of interest in common/collective trusts at end of year2014-09-30$0
Value of interest in common/collective trusts at beginning of year2014-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2014-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-09-30$0
Asset value of US Government securities at end of year2014-09-30$0
Asset value of US Government securities at beginning of year2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$345,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Assets. Invements in employer securities at end of year2014-09-30$0
Assets. Invements in employer securities at beginning of year2014-09-30$0
Assets. Value of employer real property at end of year2014-09-30$0
Assets. Value of employer real property at beginning of year2014-09-30$0
Contributions received in cash from employer2014-09-30$261,468
Employer contributions (assets) at end of year2014-09-30$261,468
Employer contributions (assets) at beginning of year2014-09-30$249,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$461,202
Asset. Corporate debt instrument preferred debt at end of year2014-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$0
Contract administrator fees2014-09-30$1,903
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$0
Liabilities. Value of benefit claims payable at end of year2014-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-09-30$0
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$613,026
Aggregate carrying amount (costs) on sale of assets2014-09-30$588,112
Liabilities. Value of acquisition indebtedness at end of year2014-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30BRINING & NARTKER, P.C.
Accountancy firm EIN2014-09-30382477354
2013 : MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$914,182
Total loss/gain on sale of assets2013-09-30$23,888
Total of all expenses incurred2013-09-30$900,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$898,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$249,966
Value of total assets at end of year2013-09-30$5,351,167
Value of total assets at beginning of year2013-09-30$5,337,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$1,428
Total interest from all sources2013-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$156,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$156,886
Assets. Real estate other than employer real property at end of year2013-09-30$0
Assets. Real estate other than employer real property at beginning of year2013-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Funding deficiency by the employer to the plan for this plan year2013-09-30$0
Minimum employer required contribution for this plan year2013-09-30$253,008
Amount contributed by the employer to the plan for this plan year2013-09-30$253,008
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$0
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$0
Assets. Other investments not covered elsewhere at end of year2013-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$0
Assets. Loans (other than to participants) at end of year2013-09-30$0
Assets. Loans (other than to participants) at beginning of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$0
Liabilities. Value of operating payables at end of year2013-09-30$0
Liabilities. Value of operating payables at beginning of year2013-09-30$0
Total non interest bearing cash at end of year2013-09-30$0
Total non interest bearing cash at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$14,134
Value of net assets at end of year (total assets less liabilities)2013-09-30$5,351,167
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$5,337,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Assets. partnership/joint venture interests at end of year2013-09-30$0
Assets. partnership/joint venture interests at beginning of year2013-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$5,101,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$5,108,999
Value of interest in master investment trust accounts at end of year2013-09-30$0
Value of interest in master investment trust accounts at beginning of year2013-09-30$0
Value of interest in common/collective trusts at end of year2013-09-30$0
Value of interest in common/collective trusts at beginning of year2013-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2013-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-09-30$0
Asset value of US Government securities at end of year2013-09-30$0
Asset value of US Government securities at beginning of year2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$483,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Assets. Invements in employer securities at end of year2013-09-30$0
Assets. Invements in employer securities at beginning of year2013-09-30$0
Assets. Value of employer real property at end of year2013-09-30$0
Assets. Value of employer real property at beginning of year2013-09-30$0
Contributions received in cash from employer2013-09-30$249,966
Employer contributions (assets) at end of year2013-09-30$249,966
Employer contributions (assets) at beginning of year2013-09-30$228,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$898,620
Asset. Corporate debt instrument preferred debt at end of year2013-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$0
Contract administrator fees2013-09-30$1,428
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$0
Liabilities. Value of benefit claims payable at end of year2013-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-09-30$0
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$1,459,152
Aggregate carrying amount (costs) on sale of assets2013-09-30$1,435,264
Liabilities. Value of acquisition indebtedness at end of year2013-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30BRINING & NARTKER, P.C.
Accountancy firm EIN2013-09-30382477354
2012 : MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,045,957
Total loss/gain on sale of assets2012-09-30$65,974
Total of all expenses incurred2012-09-30$715,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$713,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$228,034
Value of total assets at end of year2012-09-30$5,337,033
Value of total assets at beginning of year2012-09-30$5,006,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$2,059
Total interest from all sources2012-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$142,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$142,171
Assets. Real estate other than employer real property at end of year2012-09-30$0
Assets. Real estate other than employer real property at beginning of year2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Funding deficiency by the employer to the plan for this plan year2012-09-30$0
Minimum employer required contribution for this plan year2012-09-30$236,048
Amount contributed by the employer to the plan for this plan year2012-09-30$236,048
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Assets. Other investments not covered elsewhere at end of year2012-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Assets. Loans (other than to participants) at end of year2012-09-30$0
Assets. Loans (other than to participants) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Liabilities. Value of operating payables at end of year2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Total non interest bearing cash at end of year2012-09-30$0
Total non interest bearing cash at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$330,740
Value of net assets at end of year (total assets less liabilities)2012-09-30$5,337,033
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$5,006,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at end of year2012-09-30$0
Assets. partnership/joint venture interests at beginning of year2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$5,108,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$4,776,304
Value of interest in master investment trust accounts at end of year2012-09-30$0
Value of interest in master investment trust accounts at beginning of year2012-09-30$0
Value of interest in common/collective trusts at end of year2012-09-30$0
Value of interest in common/collective trusts at beginning of year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2012-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-09-30$0
Asset value of US Government securities at end of year2012-09-30$0
Asset value of US Government securities at beginning of year2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$609,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Assets. Invements in employer securities at end of year2012-09-30$0
Assets. Invements in employer securities at beginning of year2012-09-30$0
Assets. Value of employer real property at end of year2012-09-30$0
Assets. Value of employer real property at beginning of year2012-09-30$0
Contributions received in cash from employer2012-09-30$228,034
Employer contributions (assets) at end of year2012-09-30$228,034
Employer contributions (assets) at beginning of year2012-09-30$229,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$713,158
Asset. Corporate debt instrument preferred debt at end of year2012-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$0
Contract administrator fees2012-09-30$2,059
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$0
Liabilities. Value of benefit claims payable at end of year2012-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$910,349
Aggregate carrying amount (costs) on sale of assets2012-09-30$844,375
Liabilities. Value of acquisition indebtedness at end of year2012-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30BRINING & NARTKER, P.C.
Accountancy firm EIN2012-09-30382477354
2011 : MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$115,032
Total loss/gain on sale of assets2011-09-30$4,509
Total of all expenses incurred2011-09-30$593,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$591,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$229,989
Value of total assets at end of year2011-09-30$5,006,293
Value of total assets at beginning of year2011-09-30$5,484,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$1,917
Total interest from all sources2011-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$158,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$158,604
Assets. Real estate other than employer real property at end of year2011-09-30$0
Assets. Real estate other than employer real property at beginning of year2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Funding deficiency by the employer to the plan for this plan year2011-09-30$0
Minimum employer required contribution for this plan year2011-09-30$241,235
Amount contributed by the employer to the plan for this plan year2011-09-30$241,235
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$0
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$0
Assets. Other investments not covered elsewhere at end of year2011-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Assets. Loans (other than to participants) at end of year2011-09-30$0
Assets. Loans (other than to participants) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Liabilities. Value of operating payables at end of year2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Total non interest bearing cash at end of year2011-09-30$0
Total non interest bearing cash at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-478,221
Value of net assets at end of year (total assets less liabilities)2011-09-30$5,006,293
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$5,484,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$0
Assets. partnership/joint venture interests at beginning of year2011-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$4,776,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$5,247,082
Value of interest in master investment trust accounts at end of year2011-09-30$0
Value of interest in master investment trust accounts at beginning of year2011-09-30$0
Value of interest in common/collective trusts at end of year2011-09-30$0
Value of interest in common/collective trusts at beginning of year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2011-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-09-30$0
Asset value of US Government securities at end of year2011-09-30$0
Asset value of US Government securities at beginning of year2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-278,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Assets. Invements in employer securities at end of year2011-09-30$0
Assets. Invements in employer securities at beginning of year2011-09-30$0
Assets. Value of employer real property at end of year2011-09-30$0
Assets. Value of employer real property at beginning of year2011-09-30$0
Contributions received in cash from employer2011-09-30$229,989
Employer contributions (assets) at end of year2011-09-30$229,989
Employer contributions (assets) at beginning of year2011-09-30$237,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$591,336
Asset. Corporate debt instrument preferred debt at end of year2011-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$0
Contract administrator fees2011-09-30$1,917
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$0
Liabilities. Value of benefit claims payable at end of year2011-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$697,089
Aggregate carrying amount (costs) on sale of assets2011-09-30$692,580
Liabilities. Value of acquisition indebtedness at end of year2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30BRINING & NARTKER, P.C.
Accountancy firm EIN2011-09-30382477354
2010 : MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0
Funding deficiency by the employer to the plan for this plan year2010-09-30$0
Minimum employer required contribution for this plan year2010-09-30$249,558
Amount contributed by the employer to the plan for this plan year2010-09-30$249,558

Form 5500 Responses for MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN

2021: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedYes
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: MCKENZIE MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63171
Policy instance 1
Insurance contract or identification numberMR 63171
Number of Individuals Covered327
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $7,990
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $7,990
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63171
Policy instance 1
Insurance contract or identification numberMR 63171
Number of Individuals Covered332
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $5,587
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $5,587
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63171
Policy instance 1
Insurance contract or identification numberMR 63171
Number of Individuals Covered318
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $4,533
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $4,533
Insurance broker organization code?1

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