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LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT 401k Plan overview

Plan NameLUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT
Plan identification number 003

LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

LUTHERAN CHARITY ASSOCIATION DBA JAMESTOWN REGIONAL MED CTR has sponsored the creation of one or more 401k plans.

Company Name:LUTHERAN CHARITY ASSOCIATION DBA JAMESTOWN REGIONAL MED CTR
Employer identification number (EIN):450231181
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032013-01-01RICKI RAMLO
0032012-01-01RICKI RAMLO
0032011-01-01RICKI RAMLO
0032009-01-01RICKI RAMLO

Plan Statistics for LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT

401k plan membership statisitcs for LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT

Measure Date Value
2013: LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year2013-01-01352
Total number of active participants reported on line 7a of the Form 55002013-01-010
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year2012-01-01380
Total number of active participants reported on line 7a of the Form 55002012-01-01352
Total of all active and inactive participants2012-01-01352
Total participants2012-01-01352
Number of participants with account balances2012-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year2011-01-01380
Total number of active participants reported on line 7a of the Form 55002011-01-01319
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01380
Total participants2011-01-01380
Number of participants with account balances2011-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2009: LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year2009-01-01246
Total number of active participants reported on line 7a of the Form 55002009-01-01326
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01375
Total participants2009-01-01375
Number of participants with account balances2009-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT

Measure Date Value
2013 : LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT 2013 401k financial data
Total transfer of assets from this plan2013-01-31$8,266,219
Total income from all sources (including contributions)2013-01-31$102,010
Total of all expenses incurred2013-01-31$74,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$74,533
Value of total assets at end of year2013-01-31$0
Value of total assets at beginning of year2013-01-31$8,239,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$301
Total interest from all sources2013-01-31$8
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-01-31$0
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$500,000
If this is an individual account plan, was there a blackout period2013-01-31No
Funding deficiency by the employer to the plan for this plan year2013-01-31$0
Minimum employer required contribution for this plan year2013-01-31$0
Amount contributed by the employer to the plan for this plan year2013-01-31$0
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$27,176
Value of net assets at end of year (total assets less liabilities)2013-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$8,239,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Value of interest in common/collective trusts at end of year2013-01-31$0
Value of interest in common/collective trusts at beginning of year2013-01-31$7,470,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-01-31$72,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-01-31$72,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-01-31$8
Net investment gain or loss from common/collective trusts2013-01-31$102,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31Yes
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Employer contributions (assets) at end of year2013-01-31$0
Employer contributions (assets) at beginning of year2013-01-31$695,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$74,533
Contract administrator fees2013-01-31$301
Did the plan have assets held for investment2013-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31SCHAUER & ASSOCIATES, P.C.
Accountancy firm EIN2013-01-31450350118
2012 : LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,238,438
Total of all expenses incurred2012-12-31$581,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$542,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$695,497
Value of total assets at end of year2012-12-31$8,239,043
Value of total assets at beginning of year2012-12-31$7,582,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$39,420
Total interest from all sources2012-12-31$69
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$695,497
Amount contributed by the employer to the plan for this plan year2012-12-31$695,497
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$656,810
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,239,043
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,582,233
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
Value of interest in common/collective trusts at end of year2012-12-31$7,470,702
Value of interest in common/collective trusts at beginning of year2012-12-31$6,814,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$72,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$69
Net investment gain or loss from common/collective trusts2012-12-31$542,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$695,497
Employer contributions (assets) at end of year2012-12-31$695,497
Employer contributions (assets) at beginning of year2012-12-31$758,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$542,208
Contract administrator fees2012-12-31$39,420
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 name2012-12-31SCHAUER & ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31450350118
2011 : LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$959,704
Total of all expenses incurred2011-12-31$171,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$144,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$736,807
Value of total assets at end of year2011-12-31$7,582,233
Value of total assets at beginning of year2011-12-31$6,793,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,836
Total interest from all sources2011-12-31$13
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$758,166
Amount contributed by the employer to the plan for this plan year2011-12-31$758,166
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$788,643
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,582,233
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,793,590
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
Value of interest in common/collective trusts at end of year2011-12-31$6,814,210
Value of interest in common/collective trusts at beginning of year2011-12-31$6,105,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$21,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$21,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$13
Net investment gain or loss from common/collective trusts2011-12-31$222,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$736,807
Employer contributions (assets) at end of year2011-12-31$758,166
Employer contributions (assets) at beginning of year2011-12-31$666,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$144,225
Contract administrator fees2011-12-31$26,836
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 name2011-12-31SCHAUER & ASSOCIATES, P.C.
Accountancy firm EIN2011-12-31450350118
2010 : LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,368,777
Total of all expenses incurred2010-12-31$628,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$602,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$666,442
Value of total assets at end of year2010-12-31$6,793,590
Value of total assets at beginning of year2010-12-31$6,052,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,246
Total interest from all sources2010-12-31$24
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$666,442
Amount contributed by the employer to the plan for this plan year2010-12-31$666,442
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$740,738
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,793,590
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,052,852
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$64
Value of interest in common/collective trusts at end of year2010-12-31$6,105,789
Value of interest in common/collective trusts at beginning of year2010-12-31$5,464,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$21,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$12,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$12,247
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$24
Net investment gain or loss from common/collective trusts2010-12-31$702,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$666,442
Employer contributions (assets) at end of year2010-12-31$666,442
Employer contributions (assets) at beginning of year2010-12-31$575,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$602,793
Contract administrator fees2010-12-31$25,246
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SCHAUER & ASSOCIATES PC
Accountancy firm EIN2010-12-31450350118
2009 : LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$575,991
Amount contributed by the employer to the plan for this plan year2009-12-31$575,991

Form 5500 Responses for LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT

2013: LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT 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: LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL MONEY PURCHASE PLAN AND TRUST AGREEMENT 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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