401k Plan data: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST plan

MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST
Plan identification number	001

MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MIDJEFFERSON EXTENDED CARE HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name: MIDJEFFERSON EXTENDED CARE HOSPITAL

Employer identification number (EIN): 452842626

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 WES MCLELLAND 2023-10-10 WES MCLELLAND 2023-10-10
001 2021-01-01 WES MCLELLAND 2022-09-27
001 2020-01-01 WES MCLELLAND 2021-10-13 WES MCLELLAND 2021-10-13
001 2019-01-01 WES MCLELLAND 2020-07-02 WES MCLELLAND 2020-07-02
001 2018-01-01 WES MCLELLAND 2019-10-10
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 WES MCLELLAND 2015-10-14
001 2013-01-01 WES MCLELLAND 2015-10-14
001 2012-01-01 RACHEL WEITZEL 2013-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	WES MCLELLAND	2023-10-10	WES MCLELLAND	2023-10-10
001	2021-01-01	WES MCLELLAND	2022-09-27
001	2020-01-01	WES MCLELLAND	2021-10-13	WES MCLELLAND	2021-10-13
001	2019-01-01	WES MCLELLAND	2020-07-02	WES MCLELLAND	2020-07-02
001	2018-01-01	WES MCLELLAND	2019-10-10
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	WES MCLELLAND	2015-10-14
001	2013-01-01	WES MCLELLAND	2015-10-14
001	2012-01-01	RACHEL WEITZEL	2013-10-12

Plan Statistics for MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST

401k plan membership statisitcs for MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST

Measure Date Value
2022: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 134
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 137
Number of participants with account balances 2022-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 110
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 120
Number of participants with account balances 2021-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 114
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 116
Number of participants with account balances 2020-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 113
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 118
Number of participants with account balances 2019-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 126
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 129
Number of participants with account balances 2018-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 121
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 121
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 127
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 127
Number of participants with account balances 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	134
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	137
Number of participants with account balances	2022-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	110
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	120
Number of participants with account balances	2021-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	114
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	116
Number of participants with account balances	2020-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	113
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	118
Number of participants with account balances	2019-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	126
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	129
Number of participants with account balances	2018-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	121
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	121
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	127
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	127
Number of participants with account balances	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST

Measure	Date	Value
2022 : MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$15,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$51,863
Total income from all sources (including contributions)	2022-12-31	$105,839
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$283,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$239,705
Expenses. Certain deemed distributions of participant loans	2022-12-31	$24,647
Value of total corrective distributions	2022-12-31	$15,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$256,938
Value of total assets at end of year	2022-12-31	$736,272
Value of total assets at beginning of year	2022-12-31	$949,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,280
Total interest from all sources	2022-12-31	$1,152
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$250,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$203,328
Participant contributions at end of year	2022-12-31	$283
Participant contributions at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$5,606
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$31,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$15,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$51,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-177,213
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$720,844
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$898,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$730,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$918,874
Interest on participant loans	2022-12-31	$1,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-152,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$53,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$239,705
Contract administrator fees	2022-12-31	$3,280
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WARREN & BELL CPAS LLC
Accountancy firm EIN	2022-12-31	464136114
2021 : MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$51,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$360,779
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$99,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,871
Value of total corrective distributions	2021-12-31	$91,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$270,598
Value of total assets at end of year	2021-12-31	$949,920
Value of total assets at beginning of year	2021-12-31	$637,270
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,263
Total interest from all sources	2021-12-31	$846
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$250,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$192,346
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$14,743
Assets. Loans (other than to participants) at end of year	2021-12-31	$31,046
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$11,836
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$51,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$260,787
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$898,057
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$637,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$918,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$625,434
Interest on participant loans	2021-12-31	$846
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$89,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$63,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,871
Contract administrator fees	2021-12-31	$2,263
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WARREN & BELL CPAS LLC
Accountancy firm EIN	2021-12-31	464136114
2020 : MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$239,583
Total of all expenses incurred	2020-12-31	$82,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$35,793
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,158
Value of total corrective distributions	2020-12-31	$35,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$165,476
Value of total assets at end of year	2020-12-31	$637,270
Value of total assets at beginning of year	2020-12-31	$480,345
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,504
Total interest from all sources	2020-12-31	$700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$120,306
Participant contributions at end of year	2020-12-31	$11,836
Participant contributions at beginning of year	2020-12-31	$16,860
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,490
Administrative expenses (other) incurred	2020-12-31	$8,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$156,925
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$637,270
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$480,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$625,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$463,485
Income. Interest from loans (other than to participants)	2020-12-31	$700
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$73,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$42,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$35,793
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WARREN & BELL CPAS LLC
Accountancy firm EIN	2020-12-31	464136114
2019 : MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$200,222
Total of all expenses incurred	2019-12-31	$16,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$188
Value of total corrective distributions	2019-12-31	$10,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$132,519
Value of total assets at end of year	2019-12-31	$480,345
Value of total assets at beginning of year	2019-12-31	$296,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$6,189
Total interest from all sources	2019-12-31	$981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$250,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$99,433
Participant contributions at end of year	2019-12-31	$16,860
Participant contributions at beginning of year	2019-12-31	$20,417
Participant contributions at beginning of year	2019-12-31	$118
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,736
Administrative expenses (other) incurred	2019-12-31	$6,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$183,586
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$480,345
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$296,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$463,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$276,224
Interest on participant loans	2019-12-31	$981
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$66,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$31,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$188
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WARREN & BELL CPAS LLC
Accountancy firm EIN	2019-12-31	464136114
2018 : MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$57,220
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$21,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$10,051
Value of total corrective distributions	2018-12-31	$7,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$76,577
Value of total assets at end of year	2018-12-31	$296,759
Value of total assets at beginning of year	2018-12-31	$261,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,806
Total interest from all sources	2018-12-31	$1,506
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$68,293
Participant contributions at end of year	2018-12-31	$20,417
Participant contributions at beginning of year	2018-12-31	$28,276
Participant contributions at end of year	2018-12-31	$118
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$86
Administrative expenses (other) incurred	2018-12-31	$4,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$35,237
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$296,759
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$261,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$276,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$233,246
Interest on participant loans	2018-12-31	$1,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-20,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$8,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$10,051
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WARREN & BELL CPAS LLC
Accountancy firm EIN	2018-12-31	464136114
2017 : MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$119,348
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$25,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$21,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$87,525
Value of total assets at end of year	2017-12-31	$261,522
Value of total assets at beginning of year	2017-12-31	$168,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,479
Total interest from all sources	2017-12-31	$1,163
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$16,807
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$46,918
Participant contributions at end of year	2017-12-31	$28,276
Participant contributions at beginning of year	2017-12-31	$3,723
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$40,607
Administrative expenses (other) incurred	2017-12-31	$4,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$93,457
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$261,522
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$168,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$233,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$164,342
Interest on participant loans	2017-12-31	$1,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$30,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$21,412
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JAMES HARDY AND HALEY CPAS
Accountancy firm EIN	2017-12-31	721124598
2016 : MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$64,194
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$7,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$4,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$53,234
Value of total assets at end of year	2016-12-31	$168,065
Value of total assets at beginning of year	2016-12-31	$111,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,661
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$11,120
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$53,234
Participant contributions at end of year	2016-12-31	$3,723
Participant contributions at beginning of year	2016-12-31	$3,657
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$1,491
Administrative expenses (other) incurred	2016-12-31	$2,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$56,883
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$168,065
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$111,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$164,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$106,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$10,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JAMES HARDY AND HALEY CPAS
Accountancy firm EIN	2016-12-31	721124598

Form 5500 Responses for MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST

2022: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MID-JEFFERSON EXTENDED CARE HOSPITAL 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-MH0P

Policy instance

Insurance contract or identification number	GAP-CP-MH0P
Number of Individuals Covered	110
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $36
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $36
Insurance broker organization code?	7

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MIDJEFFERSON EXTENDED CARE HOSPITAL
Employer identification number (EIN):	452842626
NAIC Classification:	622000
NAIC Description:	Hospitals