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BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 401k Plan overview

Plan NameBETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN
Plan identification number 001

BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

BETHANY ST. JOSEPH CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BETHANY ST. JOSEPH CORPORATION
Employer identification number (EIN):510201995
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CRAIG UBBELOHDE
0012017-01-01CRAIG UBBELOHDE
0012016-01-01CRAIG UBBELOHDE
0012015-01-01CRAIG UBBELOHDE
0012014-01-01CRAIG UBBELOHDE
0012013-01-01CRAIG UBBELOHDE
0012012-01-01CRAIG UBBELOHDE
0012011-01-01CRAIG UBBELOHDE
0012010-01-01DEAN EIDE DEAN EIDE2011-07-27
0012009-01-01THOMAS RAND THOMAS RAND2010-07-29

Plan Statistics for BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN

Measure Date Value
2022: BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01583
Total number of active participants reported on line 7a of the Form 55002022-01-01517
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-0151
Total of all active and inactive participants2022-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01578
Number of participants with account balances2022-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01613
Total number of active participants reported on line 7a of the Form 55002021-01-01537
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01596
Number of participants with account balances2021-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01631
Total number of active participants reported on line 7a of the Form 55002020-01-01558
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01613
Number of participants with account balances2020-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01626
Total number of active participants reported on line 7a of the Form 55002019-01-01585
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01631
Number of participants with account balances2019-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01628
Total number of active participants reported on line 7a of the Form 55002018-01-01579
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01626
Number of participants with account balances2018-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01644
Total number of active participants reported on line 7a of the Form 55002017-01-01582
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01627
Number of participants with account balances2017-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01500
Total number of active participants reported on line 7a of the Form 55002016-01-01421
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01464
Number of participants with account balances2016-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01543
Total number of active participants reported on line 7a of the Form 55002015-01-01477
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01527
Number of participants with account balances2015-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01577
Total number of active participants reported on line 7a of the Form 55002014-01-01490
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01543
Number of participants with account balances2014-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01601
Total number of active participants reported on line 7a of the Form 55002013-01-01518
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01577
Number of participants with account balances2013-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01604
Total number of active participants reported on line 7a of the Form 55002012-01-01547
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01601
Number of participants with account balances2012-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01611
Total number of active participants reported on line 7a of the Form 55002011-01-01557
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0147
Total of all active and inactive participants2011-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01604
Number of participants with account balances2011-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01555
Total number of active participants reported on line 7a of the Form 55002010-01-01574
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0137
Total of all active and inactive participants2010-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01611
Number of participants with account balances2010-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01610
Total number of active participants reported on line 7a of the Form 55002009-01-01525
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01555
Number of participants with account balances2009-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN

Measure Date Value
2022 : BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,609,633
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,544,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,514,446
Value of total corrective distributions2022-12-31$1,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$873,562
Value of total assets at end of year2022-12-31$15,755,118
Value of total assets at beginning of year2022-12-31$19,909,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,616
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,039,570
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$1,039,570
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$714,161
Participant contributions at end of year2022-12-31$24,597
Participant contributions at beginning of year2022-12-31$32,483
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,153,903
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,755,118
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,909,021
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,724,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,868,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,522,765
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$158,618
Employer contributions (assets) at end of year2022-12-31$5,678
Employer contributions (assets) at beginning of year2022-12-31$7,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,514,446
Contract administrator fees2022-12-31$28,616
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 name2022-12-31HAWKINS ASH CPAS
Accountancy firm EIN2022-12-31390912608
2021 : BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,444,450
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,226,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,203,314
Value of total corrective distributions2021-12-31$2,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,034,127
Value of total assets at end of year2021-12-31$19,909,021
Value of total assets at beginning of year2021-12-31$16,690,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,958
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,532,928
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$1,532,928
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$664,978
Participant contributions at end of year2021-12-31$32,483
Participant contributions at beginning of year2021-12-31$440
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$210,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,218,056
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,909,021
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,690,965
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,868,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,690,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,877,395
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$158,666
Employer contributions (assets) at end of year2021-12-31$7,665
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,203,314
Contract administrator fees2021-12-31$20,958
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 name2021-12-31HAWKINS ASH CPAS
Accountancy firm EIN2021-12-31390912608
2020 : BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,362,699
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$690,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$672,543
Value of total corrective distributions2020-12-31$2,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$702,021
Value of total assets at end of year2020-12-31$16,690,965
Value of total assets at beginning of year2020-12-31$14,019,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,256
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,040,523
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$1,040,523
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$557,293
Participant contributions at end of year2020-12-31$440
Participant contributions at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$15,339
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$2,671,761
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,690,965
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,019,204
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,690,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,003,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,620,155
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$144,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$672,543
Contract administrator fees2020-12-31$16,256
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HAWKINS ASH CPAS
Accountancy firm EIN2020-12-31390912608
2019 : BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,628,821
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,390,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,366,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$719,972
Value of total assets at end of year2019-12-31$14,019,204
Value of total assets at beginning of year2019-12-31$11,781,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,601
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$878,286
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$878,286
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$573,681
Total non interest bearing cash at end of year2019-12-31$15,339
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,237,991
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,019,204
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,781,213
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,003,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,781,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,030,563
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$146,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,366,229
Contract administrator fees2019-12-31$24,601
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAWKINS, ASH CPAS,LLP
Accountancy firm EIN2019-12-31390912608
2018 : BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$112,141
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$958,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$930,474
Value of total corrective distributions2018-12-31$471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$714,824
Value of total assets at end of year2018-12-31$11,781,213
Value of total assets at beginning of year2018-12-31$12,627,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,312
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,091,748
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$1,091,748
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$570,246
Other income not declared elsewhere2018-12-31$7,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-846,116
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,781,213
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,627,329
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,781,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,627,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,702,147
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$144,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$930,474
Contract administrator fees2018-12-31$27,312
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 name2018-12-31HAWKINS, ASH CPAS,LLP
Accountancy firm EIN2018-12-31390912608
2017 : BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,772,350
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$563,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$542,550
Value of total corrective distributions2017-12-31$642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$702,513
Value of total assets at end of year2017-12-31$12,627,329
Value of total assets at beginning of year2017-12-31$10,418,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,416
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$735,330
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$735,330
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$542,891
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,926
Other income not declared elsewhere2017-12-31$4,560
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$2,208,742
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,627,329
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,418,587
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,627,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,418,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,329,947
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$150,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$542,550
Contract administrator fees2017-12-31$20,416
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 name2017-12-31HAWKINS, ASH CPAS,LLP
Accountancy firm EIN2017-12-31390912608
2016 : BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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$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$1,680,388
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$987,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$964,938
Value of total corrective distributions2016-12-31$828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$680,100
Value of total assets at end of year2016-12-31$10,418,587
Value of total assets at beginning of year2016-12-31$9,725,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,940
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$568,171
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$568,171
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$531,758
Other income not declared elsewhere2016-12-31$3,613
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$692,682
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,418,587
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,725,905
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,418,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,725,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$428,504
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$148,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$964,938
Contract administrator fees2016-12-31$21,940
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 name2016-12-31HAWKINS, ASH CPAS,LLP
Accountancy firm EIN2016-12-31390912608
2015 : BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$705,781
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$843,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$818,864
Value of total corrective distributions2015-12-31$1,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$680,736
Value of total assets at end of year2015-12-31$9,725,905
Value of total assets at beginning of year2015-12-31$9,864,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,952
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$583,598
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$583,598
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$532,022
Other income not declared elsewhere2015-12-31$3,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-138,170
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,725,905
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,864,075
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,725,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,864,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-561,835
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$148,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$818,864
Contract administrator fees2015-12-31$23,952
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 name2015-12-31HAWKINS, ASH CPAS,LLP
Accountancy firm EIN2015-12-31390912608
2014 : BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,802,340
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,749,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,718,000
Value of total corrective distributions2014-12-31$654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$700,853
Value of total assets at end of year2014-12-31$9,864,075
Value of total assets at beginning of year2014-12-31$9,811,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,001
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$601,838
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$601,838
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$550,941
Other income not declared elsewhere2014-12-31$2,988
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$52,685
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,864,075
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,811,390
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,864,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,811,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$496,661
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$149,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,718,000
Contract administrator fees2014-12-31$31,001
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 name2014-12-31HAWKINS, ASH CPAS,LLP
Accountancy firm EIN2014-12-31390912608
2013 : BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,771,891
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$732,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$704,290
Value of total corrective distributions2013-12-31$444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$683,511
Value of total assets at end of year2013-12-31$9,811,390
Value of total assets at beginning of year2013-12-31$7,771,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,550
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$419,033
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$419,033
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$542,187
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$963
Other income not declared elsewhere2013-12-31$2,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,039,607
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,811,390
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,771,783
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,811,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,771,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,667,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$140,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$704,290
Contract administrator fees2013-12-31$27,550
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 name2013-12-31HAWKINS, ASH CPAS,LLP
Accountancy firm EIN2013-12-31390912608
2012 : BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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$1,640,936
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,014,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$989,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$661,646
Value of total assets at end of year2012-12-31$7,771,783
Value of total assets at beginning of year2012-12-31$7,144,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,879
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$239,485
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$239,485
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$524,549
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,237
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$626,807
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,771,783
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,144,976
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$7,771,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,144,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$739,805
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$133,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$989,250
Contract administrator fees2012-12-31$24,879
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 name2012-12-31HAWKINS, ASH CPAS,LLP
Accountancy firm EIN2012-12-31390912608
2011 : BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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$686,745
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$742,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$717,961
Value of total corrective distributions2011-12-31$345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$666,759
Value of total assets at end of year2011-12-31$7,144,976
Value of total assets at beginning of year2011-12-31$7,201,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,566
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$221,306
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$221,306
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$530,277
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$6,398
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-56,127
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,144,976
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,201,103
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$24,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,144,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,192,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-201,320
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$131,095
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$2,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$717,961
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 name2011-12-31HAWKINS, ASH, BAPTIE & CO. LLP
Accountancy firm EIN2011-12-31390912608
2010 : BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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$1,330,289
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$604,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$581,788
Value of total corrective distributions2010-12-31$74
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$663,457
Value of total assets at end of year2010-12-31$7,201,103
Value of total assets at beginning of year2010-12-31$6,475,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,844
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$132,471
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$132,471
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$526,596
Participant contributions at end of year2010-12-31$6,398
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$725,583
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,201,103
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,475,520
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$22,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,192,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,475,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$534,361
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$136,861
Employer contributions (assets) at end of year2010-12-31$2,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$581,788
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 name2010-12-31HAWKINS, ASH, BAPTIE & CO. LLP
Accountancy firm EIN2010-12-31390912608
2009 : BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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 BETHANY-ST. JOSEPH CORPORATION RETIREMENT PLAN

2022: BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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: BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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: BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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: BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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: BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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: BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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: BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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: BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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: BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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: BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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: BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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: BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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: BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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: BETHANY-ST. JOSEPH CORPORATION RETIREMENT 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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