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BAKERSFIELD HEART HOSPITAL 401(K) PLAN 401k Plan overview

Plan NameBAKERSFIELD HEART HOSPITAL 401(K) PLAN
Plan identification number 001

BAKERSFIELD HEART HOSPITAL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

BAKERSFIELD HEART HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:BAKERSFIELD HEART HOSPITAL
Employer identification number (EIN):561984080
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAKERSFIELD HEART HOSPITAL 401(K) 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
0012018-01-01
0012017-01-01VENKATARAM KRISHNIER
0012016-01-01JOSEPH DEMONT
0012016-01-01
0012016-01-01
0012016-01-01
0012016-01-01
0012016-01-01
0012015-01-01SHERIE LEEK SHERIE LEEK2016-10-17
0012014-01-01VICKIE SCHARR VICKIE SCHARR2015-10-14
0012013-01-01BARBARA JO WOLFF BARBARA JO WOLFF2014-10-14
0012012-01-01BARBARA JO WOLFF BARBARA JO WOLFF2013-10-14
0012011-08-08KENNETH JORDAN KENNETH JORDAN2012-10-15

Plan Statistics for BAKERSFIELD HEART HOSPITAL 401(K) PLAN

401k plan membership statisitcs for BAKERSFIELD HEART HOSPITAL 401(K) PLAN

Measure Date Value
2022: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01686
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01663
Total number of active participants reported on line 7a of the Form 55002021-01-01447
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01239
Total of all active and inactive participants2021-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01686
Number of participants with account balances2021-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01605
Total number of active participants reported on line 7a of the Form 55002020-01-01494
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01169
Total of all active and inactive participants2020-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01663
Number of participants with account balances2020-01-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01708
Total number of active participants reported on line 7a of the Form 55002019-01-01466
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01138
Total of all active and inactive participants2019-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01604
Number of participants with account balances2019-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01520
Total number of active participants reported on line 7a of the Form 55002018-01-01455
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01252
Total of all active and inactive participants2018-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01708
Number of participants with account balances2018-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01479
Total number of active participants reported on line 7a of the Form 55002017-01-01363
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01157
Total of all active and inactive participants2017-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01520
Number of participants with account balances2017-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01472
Total number of active participants reported on line 7a of the Form 55002016-01-01363
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01116
Total of all active and inactive participants2016-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01479
Number of participants with account balances2016-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01384
Total number of active participants reported on line 7a of the Form 55002015-01-01392
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0180
Total of all active and inactive participants2015-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01472
Number of participants with account balances2015-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01360
Total number of active participants reported on line 7a of the Form 55002014-01-01305
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01383
Number of participants with account balances2014-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01428
Total number of active participants reported on line 7a of the Form 55002013-01-01306
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01360
Number of participants with account balances2013-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01347
Total number of active participants reported on line 7a of the Form 55002012-01-01373
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01428
Number of participants with account balances2012-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-080
Total number of active participants reported on line 7a of the Form 55002011-08-08298
Number of retired or separated participants receiving benefits2011-08-080
Number of other retired or separated participants entitled to future benefits2011-08-0849
Total of all active and inactive participants2011-08-08347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-080
Total participants2011-08-08347
Number of participants with account balances2011-08-08305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-080

Financial Data on BAKERSFIELD HEART HOSPITAL 401(K) PLAN

Measure Date Value
2022 : BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-09$0
Total transfer of assets from this plan2022-06-09$20,500,834
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-09$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-09$0
Total income from all sources (including contributions)2022-06-09$-3,083,159
Total loss/gain on sale of assets2022-06-09$0
Total of all expenses incurred2022-06-09$610,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-09$527,256
Value of total corrective distributions2022-06-09$38,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-09$0
Value of total assets at end of year2022-06-09$0
Value of total assets at beginning of year2022-06-09$24,194,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-09$45,083
Total interest from all sources2022-06-09$37
Total dividends received (eg from common stock, registered investment company shares)2022-06-09$23,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-09Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-09$0
Total dividends received from registered investment company shares (eg mutual funds)2022-06-09$0
Was this plan covered by a fidelity bond2022-06-09Yes
Value of fidelity bond cover2022-06-09$1,000,000
If this is an individual account plan, was there a blackout period2022-06-09No
Were there any nonexempt tranactions with any party-in-interest2022-06-09No
Contributions received from participants2022-06-09$0
Participant contributions at beginning of year2022-06-09$320,155
Participant contributions at beginning of year2022-06-09$29,250
Income. Received or receivable in cash from other sources (including rollovers)2022-06-09$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-09No
Value of net income/loss2022-06-09$-3,694,076
Value of net assets at end of year (total assets less liabilities)2022-06-09$0
Value of net assets at beginning of year (total assets less liabilities)2022-06-09$24,194,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-09No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-09No
Were any leases to which the plan was party in default or uncollectible2022-06-09No
Investment advisory and management fees2022-06-09$1,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-09$21,859,468
Interest on participant loans2022-06-09$37
Income. Interest from loans (other than to participants)2022-06-09$0
Value of interest in common/collective trusts at beginning of year2022-06-09$1,977,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-09$-2,979,561
Net investment gain or loss from common/collective trusts2022-06-09$-127,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-09No
Was there a failure to transmit to the plan any participant contributions2022-06-09No
Has the plan failed to provide any benefit when due under the plan2022-06-09No
Contributions received in cash from employer2022-06-09$0
Employer contributions (assets) at beginning of year2022-06-09$8,041
Income. Dividends from preferred stock2022-06-09$23,604
Income. Dividends from common stock2022-06-09$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-09$527,256
Contract administrator fees2022-06-09$43,408
Did the plan have assets held for investment2022-06-09No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-09No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-09Yes
Opinion of an independent qualified public accountant for this plan2022-06-09Unqualified
Accountancy firm name2022-06-09LBMC
Accountancy firm EIN2022-06-09621199757
2021 : BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$5,281,982
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,263,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,185,983
Value of total corrective distributions2021-12-31$18,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,095,628
Value of total assets at end of year2021-12-31$24,194,910
Value of total assets at beginning of year2021-12-31$22,176,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,926
Total interest from all sources2021-12-31$23,277
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$734,956
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$365,512
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,651,635
Participant contributions at end of year2021-12-31$320,155
Participant contributions at beginning of year2021-12-31$403,835
Participant contributions at end of year2021-12-31$29,250
Participant contributions at beginning of year2021-12-31$3,640
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,260
Administrative expenses (other) incurred2021-12-31$21,251
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$2,018,409
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,194,910
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,176,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,859,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,573,199
Interest on participant loans2021-12-31$23,277
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$1,977,996
Value of interest in common/collective trusts at beginning of year2021-12-31$1,194,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,304,413
Net investment gain or loss from common/collective trusts2021-12-31$123,708
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$436,733
Employer contributions (assets) at end of year2021-12-31$8,041
Employer contributions (assets) at beginning of year2021-12-31$1,456
Income. Dividends from common stock2021-12-31$369,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,185,983
Contract administrator fees2021-12-31$36,540
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 name2021-12-31LBMC
Accountancy firm EIN2021-12-31621199757
2020 : BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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$4,590,062
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,562,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,453,301
Expenses. Certain deemed distributions of participant loans2020-12-31$379
Value of total corrective distributions2020-12-31$28,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,835,545
Value of total assets at end of year2020-12-31$22,176,501
Value of total assets at beginning of year2020-12-31$20,149,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$80,459
Total interest from all sources2020-12-31$26,710
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$574,079
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$574,079
Administrative expenses professional fees incurred2020-12-31$52,045
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,424,765
Participant contributions at end of year2020-12-31$403,835
Participant contributions at beginning of year2020-12-31$576,041
Participant contributions at end of year2020-12-31$3,640
Participant contributions at beginning of year2020-12-31$47,473
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,834
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$2,027,347
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,176,501
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,149,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$28,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,573,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,444,410
Interest on participant loans2020-12-31$26,710
Value of interest in common/collective trusts at end of year2020-12-31$1,194,371
Value of interest in common/collective trusts at beginning of year2020-12-31$1,057,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,130,551
Net investment gain or loss from common/collective trusts2020-12-31$23,177
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$389,946
Employer contributions (assets) at end of year2020-12-31$1,456
Employer contributions (assets) at beginning of year2020-12-31$23,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,453,301
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 name2020-12-31LBMC
Accountancy firm EIN2020-12-31621199757
2019 : BAKERSFIELD HEART HOSPITAL 401(K) 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$5,329,989
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,866,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,749,636
Expenses. Certain deemed distributions of participant loans2019-12-31$43,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,823,971
Value of total assets at end of year2019-12-31$20,149,154
Value of total assets at beginning of year2019-12-31$16,685,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$72,926
Total interest from all sources2019-12-31$30,907
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$463,494
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$463,494
Administrative expenses professional fees incurred2019-12-31$46,988
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$1,329,023
Participant contributions at end of year2019-12-31$576,041
Participant contributions at beginning of year2019-12-31$600,056
Participant contributions at end of year2019-12-31$47,473
Participant contributions at beginning of year2019-12-31$43,166
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$118,685
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$3,463,461
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,149,154
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,685,693
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
Investment advisory and management fees2019-12-31$25,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,444,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,042,460
Interest on participant loans2019-12-31$30,907
Value of interest in common/collective trusts at end of year2019-12-31$1,057,559
Value of interest in common/collective trusts at beginning of year2019-12-31$957,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,989,626
Net investment gain or loss from common/collective trusts2019-12-31$21,991
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$376,263
Employer contributions (assets) at end of year2019-12-31$23,671
Employer contributions (assets) at beginning of year2019-12-31$42,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,749,636
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 name2019-12-31LBMC PC
Accountancy firm EIN2019-12-31621199757
2018 : BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$727,808
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,772,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,661,258
Expenses. Certain deemed distributions of participant loans2018-12-31$3,301
Value of total corrective distributions2018-12-31$27,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,579,025
Value of total assets at end of year2018-12-31$16,685,693
Value of total assets at beginning of year2018-12-31$17,730,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$80,745
Total interest from all sources2018-12-31$23,204
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$573,028
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$573,028
Administrative expenses professional fees incurred2018-12-31$43,800
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,155,338
Participant contributions at end of year2018-12-31$600,056
Participant contributions at beginning of year2018-12-31$513,386
Participant contributions at end of year2018-12-31$43,166
Participant contributions at beginning of year2018-12-31$38,974
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$102,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,045,014
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,685,693
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,730,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$36,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,042,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,041,509
Interest on participant loans2018-12-31$23,204
Value of interest in common/collective trusts at end of year2018-12-31$957,978
Value of interest in common/collective trusts at beginning of year2018-12-31$946,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,464,449
Net investment gain or loss from common/collective trusts2018-12-31$17,000
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$321,260
Employer contributions (assets) at end of year2018-12-31$42,033
Employer contributions (assets) at beginning of year2018-12-31$190,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,661,258
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 name2018-12-31LBMC PC
Accountancy firm EIN2018-12-31621199757
2017 : BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$4,015,133
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,582,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,456,198
Expenses. Certain deemed distributions of participant loans2017-12-31$30,170
Value of total corrective distributions2017-12-31$19,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,353,615
Value of total assets at end of year2017-12-31$17,730,707
Value of total assets at beginning of year2017-12-31$16,298,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$77,292
Total interest from all sources2017-12-31$21,653
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$431,270
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$431,270
Administrative expenses professional fees incurred2017-12-31$42,350
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$1,113,825
Participant contributions at end of year2017-12-31$513,386
Participant contributions at beginning of year2017-12-31$582,337
Participant contributions at end of year2017-12-31$38,974
Participant contributions at beginning of year2017-12-31$43,044
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,364
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$1,432,240
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,730,707
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,298,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$34,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,041,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,715,585
Interest on participant loans2017-12-31$21,653
Value of interest in common/collective trusts at end of year2017-12-31$946,406
Value of interest in common/collective trusts at beginning of year2017-12-31$921,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,193,629
Net investment gain or loss from common/collective trusts2017-12-31$14,966
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$231,426
Employer contributions (assets) at end of year2017-12-31$190,432
Employer contributions (assets) at beginning of year2017-12-31$35,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,456,198
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 name2017-12-31LMBC PC
Accountancy firm EIN2017-12-31621199757
2016 : BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$3,025,185
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,040,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,968,956
Expenses. Certain deemed distributions of participant loans2016-12-31$613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,795,602
Value of total assets at end of year2016-12-31$16,274,667
Value of total assets at beginning of year2016-12-31$15,290,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$71,043
Total interest from all sources2016-12-31$20,962
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$364,117
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$364,117
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,414,034
Participant contributions at end of year2016-12-31$582,337
Participant contributions at beginning of year2016-12-31$539,086
Participant contributions at end of year2016-12-31$43,044
Participant contributions at beginning of year2016-12-31$47,885
Assets. Loans (other than to participants) at beginning of year2016-12-31$83
Administrative expenses (other) incurred2016-12-31$39,426
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$984,573
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,274,667
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,290,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$31,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,715,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,803,268
Interest on participant loans2016-12-31$20,962
Value of interest in common/collective trusts at end of year2016-12-31$921,897
Value of interest in common/collective trusts at beginning of year2016-12-31$867,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$831,322
Net investment gain or loss from common/collective trusts2016-12-31$13,182
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$381,568
Employer contributions (assets) at end of year2016-12-31$11,804
Employer contributions (assets) at beginning of year2016-12-31$32,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,968,956
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 name2016-12-31LBMC, PC.
Accountancy firm EIN2016-12-31621199757
2015 : BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$1,930,694
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,027,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,930,900
Expenses. Certain deemed distributions of participant loans2015-12-31$6,677
Value of total corrective distributions2015-12-31$18,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,922,481
Value of total assets at end of year2015-12-31$15,290,011
Value of total assets at beginning of year2015-12-31$15,386,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$71,057
Total interest from all sources2015-12-31$22,547
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$491,339
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$491,339
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,477,797
Participant contributions at end of year2015-12-31$539,086
Participant contributions at beginning of year2015-12-31$573,097
Participant contributions at end of year2015-12-31$47,885
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,932
Administrative expenses (other) incurred2015-12-31$39,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-96,888
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,290,011
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,386,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$31,489
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,803,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,953,253
Income. Interest from loans (other than to participants)2015-12-31$22,547
Value of interest in common/collective trusts at end of year2015-12-31$867,474
Value of interest in common/collective trusts at beginning of year2015-12-31$856,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-516,051
Net investment gain or loss from common/collective trusts2015-12-31$10,378
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$426,752
Employer contributions (assets) at end of year2015-12-31$32,298
Employer contributions (assets) at beginning of year2015-12-31$4,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,930,900
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 name2015-12-31LBMC, PC.
Accountancy firm EIN2015-12-31621199757
2014 : BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$2,874,451
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,639,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,569,960
Expenses. Certain deemed distributions of participant loans2014-12-31$2,009
Value of total corrective distributions2014-12-31$2,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,783,322
Value of total assets at end of year2014-12-31$15,386,899
Value of total assets at beginning of year2014-12-31$14,151,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$65,073
Total interest from all sources2014-12-31$23,201
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$358,522
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$358,522
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,353,174
Participant contributions at end of year2014-12-31$573,097
Participant contributions at beginning of year2014-12-31$581,879
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$32,156
Administrative expenses (other) incurred2014-12-31$65,073
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$1,235,218
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,386,899
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,151,681
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$13,953,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,267,661
Interest on participant loans2014-12-31$23,201
Value of interest in common/collective trusts at end of year2014-12-31$856,098
Value of interest in common/collective trusts at beginning of year2014-12-31$1,286,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$699,490
Net investment gain or loss from common/collective trusts2014-12-31$9,916
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$397,992
Employer contributions (assets) at end of year2014-12-31$4,451
Employer contributions (assets) at beginning of year2014-12-31$15,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,569,960
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 name2014-12-31LATTIMORE, BLACK, MORGAN & CAIN PC
Accountancy firm EIN2014-12-31621199757
2013 : BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$4,099,196
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,260,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,198,037
Value of total corrective distributions2013-12-31$4,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,945,296
Value of total assets at end of year2013-12-31$14,151,681
Value of total assets at beginning of year2013-12-31$11,313,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$57,989
Total interest from all sources2013-12-31$22,366
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$279,041
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$279,041
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,372,256
Participant contributions at end of year2013-12-31$581,879
Participant contributions at beginning of year2013-12-31$541,853
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$95,958
Administrative expenses (other) incurred2013-12-31$57,989
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$2,838,245
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,151,681
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,313,436
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$12,267,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,025,236
Interest on participant loans2013-12-31$22,366
Value of interest in common/collective trusts at end of year2013-12-31$1,286,900
Value of interest in common/collective trusts at beginning of year2013-12-31$1,746,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,836,714
Net investment gain or loss from common/collective trusts2013-12-31$15,779
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$477,082
Employer contributions (assets) at end of year2013-12-31$15,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,198,037
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 name2013-12-31LATTIMORE, BLACK, MORGAN & CAIN PC
Accountancy firm EIN2013-12-31621199757
2012 : BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,637,607
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$719,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$659,180
Value of total corrective distributions2012-12-31$15,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,592,314
Value of total assets at end of year2012-12-31$11,313,436
Value of total assets at beginning of year2012-12-31$9,394,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$44,726
Total interest from all sources2012-12-31$20,068
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$249,408
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$249,408
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,229,059
Participant contributions at end of year2012-12-31$541,853
Participant contributions at beginning of year2012-12-31$396,158
Participant contributions at beginning of year2012-12-31$37,160
Administrative expenses (other) incurred2012-12-31$44,726
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$1,918,533
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,313,436
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,394,903
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$9,025,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,317,159
Interest on participant loans2012-12-31$20,068
Value of interest in common/collective trusts at end of year2012-12-31$1,746,347
Value of interest in common/collective trusts at beginning of year2012-12-31$1,624,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$751,612
Net investment gain or loss from common/collective trusts2012-12-31$24,205
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$363,255
Employer contributions (assets) at beginning of year2012-12-31$19,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$659,180
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 name2012-12-31LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN2012-12-31621199757
2011 : BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$8,442,810
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$1,164,023
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$211,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$202,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$638,223
Value of total assets at end of year2011-12-31$9,394,903
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,463
Total interest from all sources2011-12-31$6,932
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$169,721
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$169,721
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$487,104
Participant contributions at end of year2011-12-31$396,158
Participant contributions at end of year2011-12-31$37,160
Administrative expenses (other) incurred2011-12-31$9,463
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$952,093
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,394,903
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,317,159
Income. Interest from loans (other than to participants)2011-12-31$6,932
Value of interest in common/collective trusts at end of year2011-12-31$1,624,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$336,396
Net investment gain or loss from common/collective trusts2011-12-31$12,751
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$151,119
Employer contributions (assets) at end of year2011-12-31$19,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$202,467
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 name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981

Form 5500 Responses for BAKERSFIELD HEART HOSPITAL 401(K) PLAN

2022: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAKERSFIELD HEART HOSPITAL 401(K) PLAN 2011 form 5500 responses
2011-08-08Type of plan entitySingle employer plan
2011-08-08First time form 5500 has been submittedYes
2011-08-08Submission has been amendedNo
2011-08-08This submission is the final filingNo
2011-08-08This return/report is a short plan year return/report (less than 12 months)Yes
2011-08-08Plan is a collectively bargained planNo
2011-08-08Plan funding arrangement – TrustYes
2011-08-08Plan benefit arrangement - TrustYes

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