WELLSTAR HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WELLSTAR HEALTH SYSTEM, INC. ACTIVE EMPLOYEES RETIREMENT PLAN B
401k plan membership statisitcs for WELLSTAR HEALTH SYSTEM, INC. ACTIVE EMPLOYEES RETIREMENT PLAN B
Measure | Date | Value |
---|
2022: WELLSTAR HEALTH SYSTEM, INC. ACTIVE EMPLOYEES RETIREMENT PLAN B 2022 401k membership |
---|
Market value of plan assets | 2022-06-30 | 264,176,932 |
Acturial value of plan assets | 2022-06-30 | 245,891,676 |
Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 24,025,575 |
Number of terminated vested participants | 2022-06-30 | 983 |
Fundng target for terminated vested participants | 2022-06-30 | 16,225,521 |
Active participant vested funding target | 2022-06-30 | 97,170,153 |
Number of active participants | 2022-06-30 | 12,374 |
Total funding liabilities for active participants | 2022-06-30 | 120,744,149 |
Total participant count | 2022-06-30 | 13,687 |
Total funding target for all participants | 2022-06-30 | 160,995,245 |
Balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-30 | 23,565,300 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-06-30 | 5,913,674 |
Amount remaining of carryover balance | 2022-06-30 | 0 |
Amount remaining of prefunding balance | 2022-06-30 | 17,651,626 |
Present value of excess contributions | 2022-06-30 | 94,471,447 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 101,524,478 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-30 | 92,800,000 |
Reductions in caryover balances due to elections or deemed elections | 2022-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-06-30 | 0 |
Balance of carryovers at beginning of current year | 2022-06-30 | 0 |
Balance of prefunding at beginning of current year | 2022-06-30 | 115,531,764 |
Total employer contributions | 2022-06-30 | 0 |
Total employee contributions | 2022-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-30 | 0 |
Liquidity shortfalls end of Q1 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2022-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-06-30 | 2,394,000 |
Net shortfall amortization installment of oustanding balance | 2022-06-30 | 30,635,333 |
Waiver amortization installment | 2022-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-06-30 | 5,347,768 |
Carryover balance elected to use to offset funding requirement | 2022-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-06-30 | 5,351,155 |
Additional cash requirement | 2022-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-06-30 | 0 |
Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
Unpaid minimum required contributions for all years | 2022-06-30 | 0 |
2021: WELLSTAR HEALTH SYSTEM, INC. ACTIVE EMPLOYEES RETIREMENT PLAN B 2021 401k membership |
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Total participants, beginning-of-year | 2021-07-01 | 13,683 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 10,235 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 416 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 1,804 |
Total of all active and inactive participants | 2021-07-01 | 12,455 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 20 |
Total participants | 2021-07-01 | 12,475 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 1,401 |
Market value of plan assets | 2021-06-30 | 137,264,673 |
Acturial value of plan assets | 2021-06-30 | 139,214,744 |
Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 20,254,558 |
Number of terminated vested participants | 2021-06-30 | 835 |
Fundng target for terminated vested participants | 2021-06-30 | 9,618,354 |
Active participant vested funding target | 2021-06-30 | 75,845,642 |
Number of active participants | 2021-06-30 | 14,115 |
Total funding liabilities for active participants | 2021-06-30 | 108,858,588 |
Total participant count | 2021-06-30 | 15,185 |
Total funding target for all participants | 2021-06-30 | 138,731,500 |
Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 21,544,024 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 6,469,982 |
Amount remaining of carryover balance | 2021-06-30 | 0 |
Amount remaining of prefunding balance | 2021-06-30 | 15,074,042 |
Present value of excess contributions | 2021-06-30 | 7,666,617 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 7,963,667 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 7,963,667 |
Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
Balance of carryovers at beginning of current year | 2021-06-30 | 0 |
Balance of prefunding at beginning of current year | 2021-06-30 | 23,565,300 |
Total employer contributions | 2021-06-30 | 100,000,000 |
Total employee contributions | 2021-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 94,471,447 |
Liquidity shortfalls end of Q1 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2021-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-06-30 | 3,678,245 |
Net shortfall amortization installment of oustanding balance | 2021-06-30 | 23,082,056 |
Waiver amortization installment | 2021-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 5,845,342 |
Carryover balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-06-30 | 5,913,674 |
Additional cash requirement | 2021-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 94,471,447 |
Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
2020: WELLSTAR HEALTH SYSTEM, INC. ACTIVE EMPLOYEES RETIREMENT PLAN B 2020 401k membership |
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Total participants, beginning-of-year | 2020-07-01 | 15,181 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 12,371 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 319 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 975 |
Total of all active and inactive participants | 2020-07-01 | 13,665 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 18 |
Total participants | 2020-07-01 | 13,683 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 1,815 |
Market value of plan assets | 2020-06-30 | 102,375,792 |
Acturial value of plan assets | 2020-06-30 | 102,375,792 |
Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 18,961,994 |
Number of terminated vested participants | 2020-06-30 | 407 |
Fundng target for terminated vested participants | 2020-06-30 | 3,745,726 |
Active participant vested funding target | 2020-06-30 | 51,684,159 |
Number of active participants | 2020-06-30 | 12,197 |
Total funding liabilities for active participants | 2020-06-30 | 78,080,670 |
Total participant count | 2020-06-30 | 12,785 |
Total funding target for all participants | 2020-06-30 | 100,788,390 |
Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 7,927,958 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 0 |
Amount remaining of carryover balance | 2020-06-30 | 0 |
Amount remaining of prefunding balance | 2020-06-30 | 7,927,958 |
Present value of excess contributions | 2020-06-30 | 22,586,914 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 24,186,067 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 13,616,066 |
Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
Balance of carryovers at beginning of current year | 2020-06-30 | 0 |
Balance of prefunding at beginning of current year | 2020-06-30 | 21,544,024 |
Total employer contributions | 2020-06-30 | 32,986,516 |
Total employee contributions | 2020-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 31,216,292 |
Liquidity shortfalls end of Q1 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-06-30 | 24,719,206 |
Net shortfall amortization installment of oustanding balance | 2020-06-30 | 19,956,622 |
Waiver amortization installment | 2020-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 30,019,657 |
Carryover balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-06-30 | 6,469,982 |
Additional cash requirement | 2020-06-30 | 23,549,675 |
Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 31,216,292 |
Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
2019: WELLSTAR HEALTH SYSTEM, INC. ACTIVE EMPLOYEES RETIREMENT PLAN B 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 12,785 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 13,490 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 231 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 829 |
Total of all active and inactive participants | 2019-07-01 | 14,550 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 9 |
Total participants | 2019-07-01 | 14,559 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 1,203 |
Measure | Date | Value |
---|
2022 : WELLSTAR HEALTH SYSTEM, INC. ACTIVE EMPLOYEES RETIREMENT PLAN B 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
Total transfer of assets to this plan | 2022-06-30 | $402,660,438 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total income from all sources (including contributions) | 2022-06-30 | $-41,436,522 |
Total loss/gain on sale of assets | 2022-06-30 | $0 |
Total of all expenses incurred | 2022-06-30 | $5,546,067 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $2,339,250 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $0 |
Value of total assets at end of year | 2022-06-30 | $619,893,295 |
Value of total assets at beginning of year | 2022-06-30 | $264,215,446 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $3,206,817 |
Total interest from all sources | 2022-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Administrative expenses professional fees incurred | 2022-06-30 | $1,037,478 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $38,514 |
Administrative expenses (other) incurred | 2022-06-30 | $1,238,291 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-46,982,589 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $619,893,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $264,215,446 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Investment advisory and management fees | 2022-06-30 | $931,048 |
Value of interest in master investment trust accounts at end of year | 2022-06-30 | $619,893,295 |
Value of interest in master investment trust accounts at beginning of year | 2022-06-30 | $264,176,932 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $2,339,250 |
Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | KPMG LLP |
Accountancy firm EIN | 2022-06-30 | 135565702 |
2021 : WELLSTAR HEALTH SYSTEM, INC. ACTIVE EMPLOYEES RETIREMENT PLAN B 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $530,678 |
Total income from all sources (including contributions) | 2021-06-30 | $138,916,517 |
Total loss/gain on sale of assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $11,850,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $8,240,412 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $100,000,000 |
Value of total assets at end of year | 2021-06-30 | $264,215,446 |
Value of total assets at beginning of year | 2021-06-30 | $137,679,872 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $3,609,853 |
Total interest from all sources | 2021-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Administrative expenses professional fees incurred | 2021-06-30 | $40,370 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $38,514 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-06-30 | $530,678 |
Administrative expenses (other) incurred | 2021-06-30 | $2,895,107 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $127,066,252 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $264,215,446 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $137,149,194 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Investment advisory and management fees | 2021-06-30 | $674,376 |
Value of interest in master investment trust accounts at end of year | 2021-06-30 | $264,176,932 |
Value of interest in master investment trust accounts at beginning of year | 2021-06-30 | $119,669,691 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $100,000,000 |
Employer contributions (assets) at end of year | 2021-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $18,010,181 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $8,240,412 |
Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
Accountancy firm name | 2021-06-30 | KPMG LLP |
Accountancy firm EIN | 2021-06-30 | 135565702 |
2020 : WELLSTAR HEALTH SYSTEM, INC. ACTIVE EMPLOYEES RETIREMENT PLAN B 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
Total transfer of assets to this plan | 2020-06-30 | $103,498,109 |
Total transfer of assets from this plan | 2020-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $530,678 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total income from all sources (including contributions) | 2020-06-30 | $37,533,265 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $3,882,180 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $1,897,683 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $32,986,516 |
Value of total assets at end of year | 2020-06-30 | $137,679,872 |
Value of total assets at beginning of year | 2020-06-30 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $1,984,497 |
Total interest from all sources | 2020-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-06-30 | $530,678 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-06-30 | $0 |
Administrative expenses (other) incurred | 2020-06-30 | $1,848,342 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $33,651,085 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $137,149,194 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Investment advisory and management fees | 2020-06-30 | $136,155 |
Value of interest in master investment trust accounts at end of year | 2020-06-30 | $119,669,691 |
Value of interest in master investment trust accounts at beginning of year | 2020-06-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $32,986,516 |
Employer contributions (assets) at end of year | 2020-06-30 | $18,010,181 |
Employer contributions (assets) at beginning of year | 2020-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $1,897,683 |
Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
Accountancy firm name | 2020-06-30 | KPMG LLP |
Accountancy firm EIN | 2020-06-30 | 135565207 |