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LAKEWOOD HEALTH SYSTEM 401(K) PLAN 401k Plan overview

Plan NameLAKEWOOD HEALTH SYSTEM 401(K) PLAN
Plan identification number 002

LAKEWOOD HEALTH SYSTEM 401(K) PLAN Benefits

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

401k Sponsoring company profile

LAKEWOOD HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:LAKEWOOD HEALTH SYSTEM
Employer identification number (EIN):411842965
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKEWOOD HEALTH SYSTEM 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LISA BJERGA
0022016-01-01LISA BJERGA
0022015-01-01LISA BJERGA
0022014-01-01JAMES DREGNEY
0022013-01-01JAMES DREGNEY
0022012-01-01JANET JACOBSON JAMES DREGNEY2013-10-07
0022011-01-01JANET JACOBSON JIM DREGNEY2012-10-04
0022010-01-01JANET JACOBSON JAMES DREGNEY2011-09-30
0022009-01-01JANET JACOBSON JANET JACOBSON2010-10-11

Plan Statistics for LAKEWOOD HEALTH SYSTEM 401(K) PLAN

401k plan membership statisitcs for LAKEWOOD HEALTH SYSTEM 401(K) PLAN

Measure Date Value
2022: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01960
Total number of active participants reported on line 7a of the Form 55002022-01-01810
Number of retired or separated participants receiving benefits2022-01-0160
Number of other retired or separated participants entitled to future benefits2022-01-01117
Total of all active and inactive participants2022-01-01987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01988
Number of participants with account balances2022-01-01945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0151
2021: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01992
Total number of active participants reported on line 7a of the Form 55002021-01-01739
Number of retired or separated participants receiving benefits2021-01-0147
Number of other retired or separated participants entitled to future benefits2021-01-01160
Total of all active and inactive participants2021-01-01946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01947
Number of participants with account balances2021-01-01920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0179
2020: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01951
Total number of active participants reported on line 7a of the Form 55002020-01-01727
Number of retired or separated participants receiving benefits2020-01-0181
Number of other retired or separated participants entitled to future benefits2020-01-01173
Total of all active and inactive participants2020-01-01981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01982
Number of participants with account balances2020-01-01965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0196
2019: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01930
Total number of active participants reported on line 7a of the Form 55002019-01-01766
Number of retired or separated participants receiving benefits2019-01-0138
Number of other retired or separated participants entitled to future benefits2019-01-01115
Total of all active and inactive participants2019-01-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01921
Number of participants with account balances2019-01-01761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01929
Total number of active participants reported on line 7a of the Form 55002018-01-01772
Number of retired or separated participants receiving benefits2018-01-0154
Number of other retired or separated participants entitled to future benefits2018-01-0197
Total of all active and inactive participants2018-01-01923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01924
Number of participants with account balances2018-01-01799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0133
2017: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01925
Total number of active participants reported on line 7a of the Form 55002017-01-01769
Number of retired or separated participants receiving benefits2017-01-0142
Number of other retired or separated participants entitled to future benefits2017-01-01109
Total of all active and inactive participants2017-01-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01923
Number of participants with account balances2017-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01954
Total number of active participants reported on line 7a of the Form 55002016-01-01770
Number of retired or separated participants receiving benefits2016-01-0140
Number of other retired or separated participants entitled to future benefits2016-01-01110
Total of all active and inactive participants2016-01-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01922
Number of participants with account balances2016-01-01765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01958
Total number of active participants reported on line 7a of the Form 55002015-01-01759
Number of retired or separated participants receiving benefits2015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-01153
Total of all active and inactive participants2015-01-01936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01938
Number of participants with account balances2015-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01991
Total number of active participants reported on line 7a of the Form 55002014-01-01743
Number of retired or separated participants receiving benefits2014-01-0155
Number of other retired or separated participants entitled to future benefits2014-01-01151
Total of all active and inactive participants2014-01-01949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01952
Number of participants with account balances2014-01-01858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0144
2013: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01882
Total number of active participants reported on line 7a of the Form 55002013-01-01795
Number of retired or separated participants receiving benefits2013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-01180
Total of all active and inactive participants2013-01-01991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01991
Number of participants with account balances2013-01-01848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01979
Total number of active participants reported on line 7a of the Form 55002012-01-01871
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01190
Total of all active and inactive participants2012-01-011,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,062
Number of participants with account balances2012-01-01896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01927
Total number of active participants reported on line 7a of the Form 55002011-01-01827
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01142
Total of all active and inactive participants2011-01-01969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01969
Number of participants with account balances2011-01-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01880
Total number of active participants reported on line 7a of the Form 55002010-01-01799
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01120
Total of all active and inactive participants2010-01-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01920
Number of participants with account balances2010-01-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01813
Total number of active participants reported on line 7a of the Form 55002009-01-01788
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0184
Total of all active and inactive participants2009-01-01872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01872
Number of participants with account balances2009-01-01679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LAKEWOOD HEALTH SYSTEM 401(K) PLAN

Measure Date Value
2022 : LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,875
Total income from all sources (including contributions)2022-12-31$-5,946,944
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,693,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,524,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,764,461
Value of total assets at end of year2022-12-31$66,875,482
Value of total assets at beginning of year2022-12-31$78,518,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$169,745
Total interest from all sources2022-12-31$48,076
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$420,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$420,411
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,675,942
Participant contributions at end of year2022-12-31$1,203,345
Participant contributions at beginning of year2022-12-31$1,438,890
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$69,574
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$577
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$636
Total non interest bearing cash at end of year2022-12-31$28
Total non interest bearing cash at beginning of year2022-12-31$2,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,640,719
Value of net assets at end of year (total assets less liabilities)2022-12-31$66,875,382
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$78,516,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$123,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,691,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,601,553
Interest on participant loans2022-12-31$48,076
Value of interest in common/collective trusts at end of year2022-12-31$50,212,689
Value of interest in common/collective trusts at beginning of year2022-12-31$59,792,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,584,917
Net investment gain or loss from common/collective trusts2022-12-31$-7,595,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,018,945
Employer contributions (assets) at end of year2022-12-31$767,759
Employer contributions (assets) at beginning of year2022-12-31$683,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,524,030
Contract administrator fees2022-12-31$46,023
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,875
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MEUWISSEN, FLYGARE, KADRLIK, & ASSO
Accountancy firm EIN2022-12-31411670081
2021 : LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,100
Total income from all sources (including contributions)2021-12-31$15,811,556
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,964,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,790,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,656,563
Value of total assets at end of year2021-12-31$78,518,976
Value of total assets at beginning of year2021-12-31$69,682,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$173,453
Total interest from all sources2021-12-31$59,829
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$396,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$396,337
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,476,127
Participant contributions at end of year2021-12-31$1,438,890
Participant contributions at beginning of year2021-12-31$1,470,585
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$106
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$325,205
Other income not declared elsewhere2021-12-31$333
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$2,875
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,847,473
Value of net assets at end of year (total assets less liabilities)2021-12-31$78,516,101
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$69,668,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$127,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,601,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,814,347
Interest on participant loans2021-12-31$59,829
Value of interest in common/collective trusts at end of year2021-12-31$59,792,475
Value of interest in common/collective trusts at beginning of year2021-12-31$54,251,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,015,651
Net investment gain or loss from common/collective trusts2021-12-31$8,682,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,855,231
Employer contributions (assets) at end of year2021-12-31$683,183
Employer contributions (assets) at beginning of year2021-12-31$146,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,790,630
Contract administrator fees2021-12-31$46,049
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,875
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$14,100
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERGANKDV, LTD.
Accountancy firm EIN2021-12-31411431613
2020 : LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,150
Total income from all sources (including contributions)2020-12-31$11,851,938
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,939,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,790,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,426,529
Value of total assets at end of year2020-12-31$69,682,728
Value of total assets at beginning of year2020-12-31$62,757,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$149,233
Total interest from all sources2020-12-31$69,788
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$314,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$314,023
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,299,599
Participant contributions at end of year2020-12-31$1,470,585
Participant contributions at beginning of year2020-12-31$1,817,348
Participant contributions at end of year2020-12-31$106
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$32,928
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$150
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$2,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,911,997
Value of net assets at end of year (total assets less liabilities)2020-12-31$69,668,628
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$62,756,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$102,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,814,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,788,858
Interest on participant loans2020-12-31$69,788
Value of interest in common/collective trusts at end of year2020-12-31$54,251,644
Value of interest in common/collective trusts at beginning of year2020-12-31$49,031,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,630,807
Net investment gain or loss from common/collective trusts2020-12-31$6,410,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,094,002
Employer contributions (assets) at end of year2020-12-31$146,046
Employer contributions (assets) at beginning of year2020-12-31$118,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,790,708
Contract administrator fees2020-12-31$46,472
Liabilities. Value of benefit claims payable at end of year2020-12-31$14,100
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BERGANKDV, LTD.
Accountancy firm EIN2020-12-31411431613
2019 : LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,450
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,450
Total income from all sources (including contributions)2019-12-31$14,447,846
Total income from all sources (including contributions)2019-12-31$14,447,846
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,391,769
Total of all expenses incurred2019-12-31$4,391,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,262,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,262,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,266,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,266,285
Value of total assets at end of year2019-12-31$62,757,781
Value of total assets at end of year2019-12-31$62,757,781
Value of total assets at beginning of year2019-12-31$52,703,004
Value of total assets at beginning of year2019-12-31$52,703,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$129,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$129,763
Total interest from all sources2019-12-31$81,550
Total interest from all sources2019-12-31$81,550
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$329,759
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$329,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$329,759
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$329,759
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,164,472
Contributions received from participants2019-12-31$2,164,472
Participant contributions at end of year2019-12-31$1,817,348
Participant contributions at end of year2019-12-31$1,817,348
Participant contributions at beginning of year2019-12-31$1,763,434
Participant contributions at beginning of year2019-12-31$1,763,434
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$71,655
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$71,655
Liabilities. Value of operating payables at end of year2019-12-31$150
Liabilities. Value of operating payables at end of year2019-12-31$150
Liabilities. Value of operating payables at beginning of year2019-12-31$150
Liabilities. Value of operating payables at beginning of year2019-12-31$150
Total non interest bearing cash at end of year2019-12-31$2,084
Total non interest bearing cash at end of year2019-12-31$2,084
Total non interest bearing cash at beginning of year2019-12-31$1,000
Total non interest bearing cash at beginning of year2019-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,056,077
Value of net income/loss2019-12-31$10,056,077
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,756,631
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,756,631
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,700,554
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,700,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$98,951
Investment advisory and management fees2019-12-31$98,951
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,788,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,788,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,942,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,942,001
Interest on participant loans2019-12-31$81,550
Interest on participant loans2019-12-31$81,550
Value of interest in common/collective trusts at end of year2019-12-31$49,031,194
Value of interest in common/collective trusts at end of year2019-12-31$49,031,194
Value of interest in common/collective trusts at beginning of year2019-12-31$41,963,706
Value of interest in common/collective trusts at beginning of year2019-12-31$41,963,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,943,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,943,338
Net investment gain or loss from common/collective trusts2019-12-31$8,826,914
Net investment gain or loss from common/collective trusts2019-12-31$8,826,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,030,158
Contributions received in cash from employer2019-12-31$1,030,158
Employer contributions (assets) at end of year2019-12-31$118,297
Employer contributions (assets) at end of year2019-12-31$118,297
Employer contributions (assets) at beginning of year2019-12-31$32,863
Employer contributions (assets) at beginning of year2019-12-31$32,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,262,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,262,006
Contract administrator fees2019-12-31$30,812
Contract administrator fees2019-12-31$30,812
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,300
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,300
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERGANKDV, LTD.
Accountancy firm name2019-12-31BERGANKDV, LTD.
Accountancy firm EIN2019-12-31411431613
Accountancy firm EIN2019-12-31411431613
2018 : LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,450
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$26,421
Total income from all sources (including contributions)2018-12-31$278,375
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,059,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,928,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,366,209
Value of total assets at end of year2018-12-31$52,703,004
Value of total assets at beginning of year2018-12-31$56,508,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$131,204
Total interest from all sources2018-12-31$65,453
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$348,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$348,791
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,187,331
Participant contributions at end of year2018-12-31$1,763,434
Participant contributions at beginning of year2018-12-31$1,495,067
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$239,545
Liabilities. Value of operating payables at end of year2018-12-31$150
Liabilities. Value of operating payables at beginning of year2018-12-31$421
Total non interest bearing cash at end of year2018-12-31$1,000
Total non interest bearing cash at beginning of year2018-12-31$1,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,781,487
Value of net assets at end of year (total assets less liabilities)2018-12-31$52,700,554
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$56,482,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$98,423
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,942,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,779,728
Interest on participant loans2018-12-31$65,453
Value of interest in common/collective trusts at end of year2018-12-31$41,963,706
Value of interest in common/collective trusts at beginning of year2018-12-31$43,170,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,254,119
Net investment gain or loss from common/collective trusts2018-12-31$-2,247,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$939,333
Employer contributions (assets) at end of year2018-12-31$32,863
Employer contributions (assets) at beginning of year2018-12-31$2,061,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,928,658
Contract administrator fees2018-12-31$32,781
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,300
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$26,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERGANKDV, LTD.
Accountancy firm EIN2018-12-31411431613
2017 : LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$26,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,818
Total income from all sources (including contributions)2017-12-31$12,925,694
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,819,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,709,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,236,683
Value of total assets at end of year2017-12-31$56,508,462
Value of total assets at beginning of year2017-12-31$46,384,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$110,293
Total interest from all sources2017-12-31$51,822
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$263,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$263,490
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,065,967
Participant contributions at end of year2017-12-31$1,495,067
Participant contributions at beginning of year2017-12-31$1,563,229
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$246,061
Liabilities. Value of operating payables at end of year2017-12-31$421
Liabilities. Value of operating payables at beginning of year2017-12-31$6,388
Total non interest bearing cash at end of year2017-12-31$1,271
Total non interest bearing cash at beginning of year2017-12-31$7,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,105,733
Value of net assets at end of year (total assets less liabilities)2017-12-31$56,482,041
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,376,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$85,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,779,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,038,401
Interest on participant loans2017-12-31$51,822
Value of interest in common/collective trusts at end of year2017-12-31$43,170,787
Value of interest in common/collective trusts at beginning of year2017-12-31$37,758,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,977,346
Net investment gain or loss from common/collective trusts2017-12-31$5,396,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,924,655
Employer contributions (assets) at end of year2017-12-31$2,061,609
Employer contributions (assets) at beginning of year2017-12-31$16,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,709,668
Contract administrator fees2017-12-31$24,363
Liabilities. Value of benefit claims payable at end of year2017-12-31$26,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,430
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JUSTIN, CLASEN & COMPANY, LTD
Accountancy firm EIN2017-12-31474889790
2016 : LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,819
Total income from all sources (including contributions)2016-12-31$7,185,432
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,106,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,996,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,991,763
Value of total assets at end of year2016-12-31$46,384,126
Value of total assets at beginning of year2016-12-31$42,307,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$109,943
Total interest from all sources2016-12-31$50,245
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$209,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$209,339
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,942,018
Participant contributions at end of year2016-12-31$1,563,229
Participant contributions at beginning of year2016-12-31$1,364,739
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$199,125
Liabilities. Value of operating payables at end of year2016-12-31$6,388
Liabilities. Value of operating payables at beginning of year2016-12-31$8,819
Total non interest bearing cash at end of year2016-12-31$7,557
Total non interest bearing cash at beginning of year2016-12-31$127,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,078,830
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,376,308
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,297,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$76,166
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,038,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,436,724
Interest on participant loans2016-12-31$50,245
Value of interest in common/collective trusts at end of year2016-12-31$37,758,099
Value of interest in common/collective trusts at beginning of year2016-12-31$35,330,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$473,360
Net investment gain or loss from common/collective trusts2016-12-31$3,460,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$850,620
Employer contributions (assets) at end of year2016-12-31$16,840
Employer contributions (assets) at beginning of year2016-12-31$48,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,996,659
Contract administrator fees2016-12-31$33,777
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,430
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JUSTIN, CLASEN & COMPANY, LTD
Accountancy firm EIN2016-12-31474889790
2015 : LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,935
Total income from all sources (including contributions)2015-12-31$2,284,898
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,327,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,212,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,708,065
Value of total assets at end of year2015-12-31$42,307,297
Value of total assets at beginning of year2015-12-31$44,347,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$115,097
Total interest from all sources2015-12-31$43,586
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$195,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$195,588
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,839,863
Participant contributions at end of year2015-12-31$1,364,739
Participant contributions at beginning of year2015-12-31$1,278,178
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$34,202
Liabilities. Value of operating payables at end of year2015-12-31$8,819
Liabilities. Value of operating payables at beginning of year2015-12-31$6,015
Total non interest bearing cash at end of year2015-12-31$127,005
Total non interest bearing cash at beginning of year2015-12-31$81,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,042,237
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,297,478
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,339,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$75,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,436,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,079,588
Interest on participant loans2015-12-31$43,586
Value of interest in common/collective trusts at end of year2015-12-31$35,330,685
Value of interest in common/collective trusts at beginning of year2015-12-31$35,455,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-292,948
Net investment gain or loss from common/collective trusts2015-12-31$-369,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$834,000
Employer contributions (assets) at end of year2015-12-31$48,144
Employer contributions (assets) at beginning of year2015-12-31$2,452,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,212,038
Contract administrator fees2015-12-31$40,003
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,920
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JUSTIN, CLASEN & COMPANY, LTD
Accountancy firm EIN2015-12-31474889790
2014 : LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,935
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,460
Total income from all sources (including contributions)2014-12-31$6,697,004
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,754,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,650,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,210,273
Value of total assets at end of year2014-12-31$44,347,650
Value of total assets at beginning of year2014-12-31$41,411,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$103,922
Total interest from all sources2014-12-31$44,452
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$160,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$160,874
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,712,708
Participant contributions at end of year2014-12-31$1,278,178
Participant contributions at beginning of year2014-12-31$1,401,680
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$44,686
Liabilities. Value of operating payables at end of year2014-12-31$6,015
Liabilities. Value of operating payables at beginning of year2014-12-31$8,913
Total non interest bearing cash at end of year2014-12-31$81,759
Total non interest bearing cash at beginning of year2014-12-31$6,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,942,813
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,339,715
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$41,396,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$72,678
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,079,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,532,984
Interest on participant loans2014-12-31$44,452
Value of interest in common/collective trusts at end of year2014-12-31$35,455,231
Value of interest in common/collective trusts at beginning of year2014-12-31$35,470,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$117,599
Net investment gain or loss from common/collective trusts2014-12-31$2,163,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,452,879
Employer contributions (assets) at end of year2014-12-31$2,452,894
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,650,269
Contract administrator fees2014-12-31$31,244
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,920
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$5,547
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MATHIAS C. JUSTIN, LTD. CERTIFIED P
Accountancy firm EIN2014-12-31411897185
2013 : LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,091,833
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,053,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,907,750
Expenses. Certain deemed distributions of participant loans2013-12-31$16,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,136,257
Value of total assets at end of year2013-12-31$41,411,362
Value of total assets at beginning of year2013-12-31$36,359,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$129,335
Total interest from all sources2013-12-31$43,252
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$117,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$117,805
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,806,312
Participant contributions at end of year2013-12-31$1,401,680
Participant contributions at beginning of year2013-12-31$1,261,309
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$329,945
Liabilities. Value of operating payables at end of year2013-12-31$8,913
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$6,459
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,037,859
Value of net assets at end of year (total assets less liabilities)2013-12-31$41,396,902
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,359,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$101,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,532,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,635,814
Interest on participant loans2013-12-31$43,252
Value of interest in common/collective trusts at end of year2013-12-31$35,470,239
Value of interest in common/collective trusts at beginning of year2013-12-31$29,938,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$24,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$24,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$647,971
Net investment gain or loss from common/collective trusts2013-12-31$7,146,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$1,499,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,907,750
Contract administrator fees2013-12-31$27,519
Liabilities. Value of benefit claims payable at end of year2013-12-31$5,547
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LICARI, LARSEN & CO., LTD.
Accountancy firm EIN2013-12-31411806729
2012 : LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,856,610
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,231,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,043,888
Expenses. Certain deemed distributions of participant loans2012-12-31$85,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,461,443
Value of total assets at end of year2012-12-31$36,359,043
Value of total assets at beginning of year2012-12-31$29,733,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$101,912
Total interest from all sources2012-12-31$38,486
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$101,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$101,378
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,739,913
Participant contributions at end of year2012-12-31$1,261,309
Participant contributions at beginning of year2012-12-31$1,198,632
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$221,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,625,563
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,359,043
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,733,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$82,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,635,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,969,968
Interest on participant loans2012-12-31$38,486
Value of interest in common/collective trusts at end of year2012-12-31$29,938,211
Value of interest in common/collective trusts at beginning of year2012-12-31$23,080,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$24,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$335,128
Net investment gain or loss from common/collective trusts2012-12-31$3,920,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,499,635
Employer contributions (assets) at end of year2012-12-31$1,499,635
Employer contributions (assets) at beginning of year2012-12-31$2,475,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,043,888
Contract administrator fees2012-12-31$19,822
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LICARI LARSEN
Accountancy firm EIN2012-12-31411806729
2011 : LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,639,480
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,855,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,759,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,137,951
Value of total assets at end of year2011-12-31$29,733,480
Value of total assets at beginning of year2011-12-31$27,949,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$96,361
Total interest from all sources2011-12-31$42,018
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$67,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$67,338
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,626,945
Participant contributions at end of year2011-12-31$1,198,632
Participant contributions at beginning of year2011-12-31$884,176
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,784,090
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,733,480
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,949,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$75,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,969,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,477,035
Interest on participant loans2011-12-31$42,018
Value of interest in common/collective trusts at end of year2011-12-31$23,080,951
Value of interest in common/collective trusts at beginning of year2011-12-31$23,814,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-159,190
Net investment gain or loss from common/collective trusts2011-12-31$-448,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,475,830
Employer contributions (assets) at end of year2011-12-31$2,475,830
Employer contributions (assets) at beginning of year2011-12-31$773,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,759,029
Contract administrator fees2011-12-31$20,505
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LICARI LARSEN
Accountancy firm EIN2011-12-31411806729
2010 : LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,022,569
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,266,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,167,347
Expenses. Certain deemed distributions of participant loans2010-12-31$1,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,595,134
Value of total assets at end of year2010-12-31$27,949,390
Value of total assets at beginning of year2010-12-31$23,192,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$96,942
Total interest from all sources2010-12-31$56,430
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$53,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$53,191
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,556,385
Participant contributions at end of year2010-12-31$884,176
Participant contributions at beginning of year2010-12-31$852,976
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$265,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,756,527
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,949,390
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,192,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$65,591
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,477,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,469,974
Interest on participant loans2010-12-31$55,400
Value of interest in common/collective trusts at end of year2010-12-31$23,814,744
Value of interest in common/collective trusts at beginning of year2010-12-31$14,410,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$264,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$264,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$356,617
Net investment gain or loss from common/collective trusts2010-12-31$2,961,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$773,331
Employer contributions (assets) at end of year2010-12-31$773,316
Employer contributions (assets) at beginning of year2010-12-31$2,195,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,167,347
Contract administrator fees2010-12-31$31,351
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LICARI, LARSEN AND CO. LTD
Accountancy firm EIN2010-12-31411806729
2009 : LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LAKEWOOD HEALTH SYSTEM 401(K) PLAN

2022: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAKEWOOD HEALTH SYSTEM 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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