CULPEPER MEMORIAL HOSPITAL, INCORPORATED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CULPEPER MEDICAL CENTER RETIREMENT PLAN
Measure | Date | Value |
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2021 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $51,125,558 |
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 | $9,251,886 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $6,049,849 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,943,849 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $-200,175 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,587,495 |
Value of total assets at end of year | 2021-12-31 | $4,809,625 |
Value of total assets at beginning of year | 2021-12-31 | $52,733,146 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $306,175 |
Total interest from all sources | 2021-12-31 | $248,090 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,338,652 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,338,652 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
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 | $2,835,822 |
Participant contributions at end of year | 2021-12-31 | $56,023 |
Participant contributions at beginning of year | 2021-12-31 | $864,932 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $10,473,703 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $217,337 |
Other income not declared elsewhere | 2021-12-31 | $188,949 |
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 | $3,202,037 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,809,625 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $52,733,146 |
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 |
Investment advisory and management fees | 2021-12-31 | $91,863 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,945,640 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $38,370,281 |
Interest on participant loans | 2021-12-31 | $36,459 |
Interest earned on other investments | 2021-12-31 | $211,631 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,807,962 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $3,024,230 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,888,700 |
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 | $1,534,336 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,943,849 |
Contract administrator fees | 2021-12-31 | $214,312 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
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 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2021-12-31 | 541149263 |
2020 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $10,216,902 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,987,069 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,626,285 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $71,710 |
Value of total corrective distributions | 2020-12-31 | $208 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,087,011 |
Value of total assets at end of year | 2020-12-31 | $52,733,146 |
Value of total assets at beginning of year | 2020-12-31 | $47,503,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $288,866 |
Total interest from all sources | 2020-12-31 | $380,454 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,109,290 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,109,290 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
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 | $2,606,818 |
Participant contributions at end of year | 2020-12-31 | $864,932 |
Participant contributions at beginning of year | 2020-12-31 | $933,626 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $10,473,703 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $10,621,063 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,064,160 |
Other income not declared elsewhere | 2020-12-31 | $82,462 |
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 | $5,229,833 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $52,733,146 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $47,503,313 |
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 |
Investment advisory and management fees | 2020-12-31 | $92,212 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $38,370,281 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $32,956,923 |
Interest on participant loans | 2020-12-31 | $43,586 |
Interest earned on other investments | 2020-12-31 | $336,868 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $3,024,230 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $2,991,701 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,557,685 |
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 | $1,416,033 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,626,285 |
Contract administrator fees | 2020-12-31 | $196,654 |
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 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2020-12-31 | 541149263 |
2019 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 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 | $10,433,641 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,249,289 |
Total of all expenses incurred | 2019-12-31 | $3,249,289 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,952,413 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $11,805 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,536,762 |
Value of total assets at end of year | 2019-12-31 | $47,503,313 |
Value of total assets at end of year | 2019-12-31 | $47,503,313 |
Value of total assets at beginning of year | 2019-12-31 | $40,318,961 |
Value of total assets at beginning of year | 2019-12-31 | $40,318,961 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $285,071 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $285,071 |
Total interest from all sources | 2019-12-31 | $401,205 |
Total interest from all sources | 2019-12-31 | $401,205 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,084,247 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,084,247 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,084,247 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,084,247 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,613,460 |
Contributions received from participants | 2019-12-31 | $2,613,460 |
Participant contributions at end of year | 2019-12-31 | $933,626 |
Participant contributions at end of year | 2019-12-31 | $933,626 |
Participant contributions at beginning of year | 2019-12-31 | $828,074 |
Participant contributions at beginning of year | 2019-12-31 | $828,074 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $10,621,063 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $10,621,063 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $9,438,641 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $9,438,641 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $565,253 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $565,253 |
Other income not declared elsewhere | 2019-12-31 | $76,206 |
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 |
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 | $7,184,352 |
Value of net income/loss | 2019-12-31 | $7,184,352 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $47,503,313 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $47,503,313 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $40,318,961 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $40,318,961 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $76,212 |
Investment advisory and management fees | 2019-12-31 | $76,212 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $32,956,923 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $32,956,923 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $27,160,167 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $27,160,167 |
Interest on participant loans | 2019-12-31 | $37,256 |
Interest on participant loans | 2019-12-31 | $37,256 |
Interest earned on other investments | 2019-12-31 | $363,949 |
Interest earned on other investments | 2019-12-31 | $363,949 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $2,991,701 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $2,991,701 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,892,079 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,892,079 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,335,221 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,335,221 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $1,358,049 |
Contributions received in cash from employer | 2019-12-31 | $1,358,049 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,952,413 |
Contract administrator fees | 2019-12-31 | $208,859 |
Contract administrator fees | 2019-12-31 | $208,859 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm name | 2019-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2019-12-31 | 541149263 |
Accountancy firm EIN | 2019-12-31 | 541149263 |
2018 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2018 401k financial data |
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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 | $3,054,159 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $5,280,928 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,038,499 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $3,927 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,164,079 |
Value of total assets at end of year | 2018-12-31 | $40,318,961 |
Value of total assets at beginning of year | 2018-12-31 | $42,545,730 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $238,502 |
Total interest from all sources | 2018-12-31 | $359,539 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,098,047 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,098,047 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
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 | $2,342,153 |
Participant contributions at end of year | 2018-12-31 | $828,074 |
Participant contributions at beginning of year | 2018-12-31 | $918,703 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $9,438,641 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $10,401,270 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $595,538 |
Other income not declared elsewhere | 2018-12-31 | $88,127 |
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 | $-2,226,769 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $40,318,961 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $42,545,730 |
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 |
Investment advisory and management fees | 2018-12-31 | $69,612 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $27,160,167 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $28,315,210 |
Interest on participant loans | 2018-12-31 | $34,794 |
Interest earned on other investments | 2018-12-31 | $324,745 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $2,892,079 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $2,910,547 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,655,633 |
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 | $1,226,388 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,038,499 |
Contract administrator fees | 2018-12-31 | $168,890 |
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 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2018-12-31 | 541149263 |
2017 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2017 401k financial data |
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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 | $7,295,169 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,667,277 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,436,715 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $30,290 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,473,104 |
Value of total assets at end of year | 2017-12-31 | $42,545,730 |
Value of total assets at beginning of year | 2017-12-31 | $37,917,838 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $200,272 |
Total interest from all sources | 2017-12-31 | $336,802 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $886,715 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $886,715 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
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 | $2,180,452 |
Participant contributions at end of year | 2017-12-31 | $918,703 |
Participant contributions at beginning of year | 2017-12-31 | $760,384 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $10,401,270 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $9,717,864 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $154,047 |
Other income not declared elsewhere | 2017-12-31 | $69,265 |
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 | $4,627,892 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $42,545,730 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $37,917,838 |
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 |
Investment advisory and management fees | 2017-12-31 | $52,321 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $28,315,210 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $24,518,426 |
Interest on participant loans | 2017-12-31 | $30,608 |
Interest earned on other investments | 2017-12-31 | $306,194 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $2,910,547 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $2,921,164 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,529,283 |
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 |
Contributions received in cash from employer | 2017-12-31 | $1,138,605 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,436,715 |
Contract administrator fees | 2017-12-31 | $147,951 |
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 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2017-12-31 | 541149263 |
2016 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 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 | $5,608,536 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,116,280 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,911,546 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $40,843 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,605,187 |
Value of total assets at end of year | 2016-12-31 | $37,917,838 |
Value of total assets at beginning of year | 2016-12-31 | $35,425,582 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $163,891 |
Total interest from all sources | 2016-12-31 | $134,012 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $703,286 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $703,286 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
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 | $2,054,938 |
Participant contributions at end of year | 2016-12-31 | $760,384 |
Participant contributions at beginning of year | 2016-12-31 | $841,141 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $9,717,864 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $436,077 |
Other income not declared elsewhere | 2016-12-31 | $267,949 |
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 | $2,492,256 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $37,917,838 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $35,425,582 |
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 | $24,518,426 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $18,838,316 |
Interest on participant loans | 2016-12-31 | $27,809 |
Interest earned on other investments | 2016-12-31 | $106,203 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $2,921,164 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $15,746,125 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $898,102 |
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 |
Contributions received in cash from employer | 2016-12-31 | $1,114,172 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,911,546 |
Contract administrator fees | 2016-12-31 | $163,891 |
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 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2016-12-31 | 541149263 |
2015 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $3,105,876 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,351,515 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,202,580 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $40,226 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,840,137 |
Value of total assets at end of year | 2015-12-31 | $35,425,582 |
Value of total assets at beginning of year | 2015-12-31 | $35,671,221 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $108,709 |
Total interest from all sources | 2015-12-31 | $382,640 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,065,216 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,065,216 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,859,243 |
Participant contributions at end of year | 2015-12-31 | $841,141 |
Participant contributions at beginning of year | 2015-12-31 | $829,889 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $182,827 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-245,639 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $35,425,582 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $35,671,221 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $18,838,316 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $19,901,989 |
Interest on participant loans | 2015-12-31 | $28,358 |
Interest earned on other investments | 2015-12-31 | $354,282 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $15,746,125 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $14,939,343 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,182,117 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $798,067 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,202,580 |
Contract administrator fees | 2015-12-31 | $108,709 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2015-12-31 | 541149263 |
2014 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $4,342,439 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $4,637,074 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,565,677 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $1,807 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,723,077 |
Value of total assets at end of year | 2014-12-31 | $35,671,221 |
Value of total assets at beginning of year | 2014-12-31 | $35,965,856 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $69,590 |
Total interest from all sources | 2014-12-31 | $381,602 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,611,782 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,611,782 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,650,515 |
Participant contributions at end of year | 2014-12-31 | $829,889 |
Participant contributions at beginning of year | 2014-12-31 | $671,502 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $940,390 |
Other income not declared elsewhere | 2014-12-31 | $5,504 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-294,635 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $35,671,221 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $35,965,856 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $19,901,989 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $20,582,035 |
Interest on participant loans | 2014-12-31 | $25,447 |
Interest earned on other investments | 2014-12-31 | $356,155 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $14,939,343 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $14,712,319 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-379,526 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $132,172 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,565,677 |
Contract administrator fees | 2014-12-31 | $69,590 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2014-12-31 | 541149263 |
2013 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $6,610,335 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,629,734 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,597,336 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $18,352 |
Value of total corrective distributions | 2013-12-31 | $4,633 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,364,358 |
Value of total assets at end of year | 2013-12-31 | $35,965,856 |
Value of total assets at beginning of year | 2013-12-31 | $31,985,255 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $9,413 |
Total interest from all sources | 2013-12-31 | $387,271 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $940,437 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $940,437 |
Administrative expenses professional fees incurred | 2013-12-31 | $8,229 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,777,402 |
Participant contributions at end of year | 2013-12-31 | $671,502 |
Participant contributions at beginning of year | 2013-12-31 | $579,752 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $137,982 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,980,601 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $35,965,856 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $31,985,255 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $20,582,035 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $17,119,972 |
Interest on participant loans | 2013-12-31 | $19,816 |
Interest earned on other investments | 2013-12-31 | $367,455 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $17,685 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $17,685 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $14,712,319 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $14,267,846 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,918,269 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $448,974 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,597,336 |
Contract administrator fees | 2013-12-31 | $1,184 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2013-12-31 | 541149263 |
2012 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $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 | $32,597 |
Total income from all sources (including contributions) | 2012-12-31 | $5,129,457 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,476,307 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,414,264 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $13,287 |
Value of total corrective distributions | 2012-12-31 | $45,728 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,566,968 |
Value of total assets at end of year | 2012-12-31 | $31,985,255 |
Value of total assets at beginning of year | 2012-12-31 | $28,364,702 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,028 |
Total interest from all sources | 2012-12-31 | $476,464 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $418,764 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $418,764 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,693,492 |
Participant contributions at end of year | 2012-12-31 | $579,752 |
Participant contributions at beginning of year | 2012-12-31 | $420,805 |
Participant contributions at beginning of year | 2012-12-31 | $60,112 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $348,608 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $35,237 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $32,597 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $10,670 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Income. Non cash contributions | 2012-12-31 | $0 |
Value of net income/loss | 2012-12-31 | $3,653,150 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $31,985,255 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $28,332,105 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $17,119,972 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $14,216,581 |
Interest on participant loans | 2012-12-31 | $18,265 |
Interest earned on other investments | 2012-12-31 | $458,191 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $17,685 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $4,524 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $4,524 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $8 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $14,267,846 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $13,592,648 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,667,261 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $524,868 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $24,125 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,414,264 |
Contract administrator fees | 2012-12-31 | $3,028 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2012-12-31 | 541149263 |
2011 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $32,597 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $30,973 |
Total income from all sources (including contributions) | 2011-12-31 | $2,254,802 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,960,121 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,957,156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,232,100 |
Value of total assets at end of year | 2011-12-31 | $28,364,702 |
Value of total assets at beginning of year | 2011-12-31 | $28,068,397 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,965 |
Total interest from all sources | 2011-12-31 | $441,918 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $283,258 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $283,258 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,550,694 |
Participant contributions at end of year | 2011-12-31 | $420,805 |
Participant contributions at beginning of year | 2011-12-31 | $462,799 |
Participant contributions at end of year | 2011-12-31 | $60,112 |
Participant contributions at beginning of year | 2011-12-31 | $50,598 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $53,296 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $35,237 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $30,974 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $32,597 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $30,973 |
Total non interest bearing cash at end of year | 2011-12-31 | $10,670 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $10,673 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $294,681 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $28,332,105 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $28,037,424 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $14,216,581 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $14,988,445 |
Interest on participant loans | 2011-12-31 | $19,504 |
Interest earned on other investments | 2011-12-31 | $422,411 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $4,524 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $7,920 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $7,920 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $3 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $13,592,648 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $12,493,774 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-702,474 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $628,110 |
Employer contributions (assets) at end of year | 2011-12-31 | $24,125 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $23,214 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,957,156 |
Contract administrator fees | 2011-12-31 | $2,965 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2011-12-31 | 541149263 |
2010 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $30,973 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $28,067 |
Total income from all sources (including contributions) | 2010-12-31 | $4,149,016 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,014,495 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,011,940 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,865,689 |
Value of total assets at end of year | 2010-12-31 | $28,068,397 |
Value of total assets at beginning of year | 2010-12-31 | $25,930,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,555 |
Total interest from all sources | 2010-12-31 | $406,582 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $314,179 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $314,179 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,489,438 |
Participant contributions at end of year | 2010-12-31 | $462,799 |
Participant contributions at beginning of year | 2010-12-31 | $422,858 |
Participant contributions at end of year | 2010-12-31 | $50,598 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $214,252 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $30,974 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $27,760 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $30,973 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $28,067 |
Total non interest bearing cash at end of year | 2010-12-31 | $10,673 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $10,659 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,134,521 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $28,037,424 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $25,902,903 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $14,988,445 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $13,951,133 |
Interest on participant loans | 2010-12-31 | $20,798 |
Interest earned on other investments | 2010-12-31 | $385,781 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $7,920 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $7,754 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $7,754 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $3 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $12,493,774 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $11,510,806 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,562,566 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $161,999 |
Employer contributions (assets) at end of year | 2010-12-31 | $23,214 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,011,940 |
Contract administrator fees | 2010-12-31 | $2,555 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | YOUNT, HYDE, BARBOUR, P.C. |
Accountancy firm EIN | 2010-12-31 | 541149263 |
2009 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |