PALMETTO HEALTH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN
401k plan membership statisitcs for PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN
Measure | Date | Value |
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2019 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $251,328,211 |
Total transfer of assets from this plan | 2019-12-31 | $251,328,211 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $45,380 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $45,380 |
Total income from all sources (including contributions) | 2019-12-31 | $63,525,812 |
Total income from all sources (including contributions) | 2019-12-31 | $63,525,812 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $23,817,379 |
Total of all expenses incurred | 2019-12-31 | $23,817,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $23,680,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $23,680,251 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $26,203 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $26,203 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $18,351,818 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $18,351,818 |
Value of total assets at end of year | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $0 |
Value of total assets at beginning of year | 2019-12-31 | $211,665,158 |
Value of total assets at beginning of year | 2019-12-31 | $211,665,158 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $110,925 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $110,925 |
Total interest from all sources | 2019-12-31 | $1,172,963 |
Total interest from all sources | 2019-12-31 | $1,172,963 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $7,847,007 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $7,847,007 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $7,847,007 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $7,847,007 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $-1,187 |
Contributions received from participants | 2019-12-31 | $-1,187 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $6,176,156 |
Participant contributions at beginning of year | 2019-12-31 | $6,176,156 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $642,467 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $642,467 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $72,435 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $72,435 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $187,829 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $187,829 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $45,380 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $45,380 |
Administrative expenses (other) incurred | 2019-12-31 | $33,669 |
Administrative expenses (other) incurred | 2019-12-31 | $33,669 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $39,708,433 |
Value of net income/loss | 2019-12-31 | $39,708,433 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $211,619,778 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $211,619,778 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $77,256 |
Investment advisory and management fees | 2019-12-31 | $77,256 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $171,303,966 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $171,303,966 |
Interest on participant loans | 2019-12-31 | $322,496 |
Interest on participant loans | 2019-12-31 | $322,496 |
Interest earned on other investments | 2019-12-31 | $848,952 |
Interest earned on other investments | 2019-12-31 | $848,952 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $61,272 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $61,272 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $61,272 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $61,272 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,515 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,515 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $33,293,468 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $33,293,468 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $36,154,024 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $36,154,024 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $18,280,570 |
Contributions received in cash from employer | 2019-12-31 | $18,280,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $23,680,251 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $23,680,251 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm name | 2019-12-31 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2019-12-31 | 560747981 |
Accountancy firm EIN | 2019-12-31 | 560747981 |
2018 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $45,380 |
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 | $6,459,218 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $16,099,127 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $15,971,648 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $24,793 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $17,989,148 |
Value of total assets at end of year | 2018-12-31 | $211,665,158 |
Value of total assets at beginning of year | 2018-12-31 | $221,259,687 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $102,686 |
Total interest from all sources | 2018-12-31 | $1,147,081 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $13,080,639 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $13,080,639 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Participant contributions at end of year | 2018-12-31 | $6,176,156 |
Participant contributions at beginning of year | 2018-12-31 | $6,093,823 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $642,467 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $843,943 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $453,923 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $560,000 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $187,829 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $45,380 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $32,572 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-9,639,909 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $211,619,778 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $221,259,687 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $171,303,966 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $180,505,721 |
Interest on participant loans | 2018-12-31 | $292,343 |
Interest earned on other investments | 2018-12-31 | $854,071 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $61,272 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $667 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $33,293,468 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $33,816,200 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-25,757,650 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $17,535,225 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $15,411,648 |
Contract administrator fees | 2018-12-31 | $70,114 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2018-12-31 | 560747981 |
2017 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $247 |
Total income from all sources (including contributions) | 2017-12-31 | $48,638,803 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $13,328,522 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $13,220,852 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $18,079,841 |
Value of total assets at end of year | 2017-12-31 | $221,259,687 |
Value of total assets at beginning of year | 2017-12-31 | $185,949,653 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $107,670 |
Total interest from all sources | 2017-12-31 | $1,068,612 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $9,365,575 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $9,365,575 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Participant contributions at end of year | 2017-12-31 | $6,093,823 |
Participant contributions at beginning of year | 2017-12-31 | $5,795,510 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $843,943 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $822,065 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $210,525 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $56,866 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $101 |
Administrative expenses (other) incurred | 2017-12-31 | $53,303 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $146 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $35,310,281 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $221,259,687 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $185,949,406 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $180,505,721 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $145,242,145 |
Interest on participant loans | 2017-12-31 | $249,308 |
Interest earned on other investments | 2017-12-31 | $819,304 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $33,816,200 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $34,033,067 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $20,124,775 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $17,869,316 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $13,220,852 |
Contract administrator fees | 2017-12-31 | $54,367 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2017-12-31 | 560747981 |
2016 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $247 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $21,699 |
Total income from all sources (including contributions) | 2016-12-31 | $28,850,777 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $11,244,682 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $11,061,490 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $40,419 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $16,721,438 |
Value of total assets at end of year | 2016-12-31 | $185,949,653 |
Value of total assets at beginning of year | 2016-12-31 | $168,365,010 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $142,773 |
Total interest from all sources | 2016-12-31 | $1,065,712 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $5,759,875 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $5,759,875 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $0 |
Participant contributions at end of year | 2016-12-31 | $5,795,510 |
Participant contributions at beginning of year | 2016-12-31 | $5,773,014 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $822,065 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $1,034,349 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $951,559 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $56,866 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $101 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $21,698 |
Administrative expenses (other) incurred | 2016-12-31 | $109,516 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $146 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $17,606,095 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $185,949,406 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $168,343,311 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $145,242,145 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $128,001,575 |
Interest on participant loans | 2016-12-31 | $241,677 |
Interest earned on other investments | 2016-12-31 | $824,035 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $34,033,067 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $33,556,072 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $5,303,752 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $15,769,879 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $11,061,490 |
Contract administrator fees | 2016-12-31 | $33,257 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DIXON HUGHS GOODMAN, LLP |
Accountancy firm EIN | 2016-12-31 | 560747981 |
2015 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $21,699 |
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 | $13,713,378 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $10,544,431 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $10,393,594 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $26,065 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $13,069,904 |
Value of total assets at end of year | 2015-12-31 | $168,365,010 |
Value of total assets at beginning of year | 2015-12-31 | $165,174,364 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $124,772 |
Total interest from all sources | 2015-12-31 | $1,038,985 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $7,397,301 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $7,397,301 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $0 |
Participant contributions at end of year | 2015-12-31 | $5,773,014 |
Participant contributions at beginning of year | 2015-12-31 | $5,671,959 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $1,034,349 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $1,052,417 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $320,026 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $21,698 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $110,831 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $1 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $3,168,947 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $168,343,311 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $165,174,364 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $128,001,575 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $125,246,273 |
Interest on participant loans | 2015-12-31 | $237,474 |
Interest earned on other investments | 2015-12-31 | $801,511 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $33,556,072 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $33,203,715 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-7,792,812 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $12,749,878 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $10,393,594 |
Contract administrator fees | 2015-12-31 | $13,941 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DIXON HUGHS GOODMAN, LLP |
Accountancy firm EIN | 2015-12-31 | 560747981 |
2014 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $5,394 |
Total income from all sources (including contributions) | 2014-12-31 | $20,740,042 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $8,910,158 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $8,802,045 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $11,633,117 |
Value of total assets at end of year | 2014-12-31 | $165,174,364 |
Value of total assets at beginning of year | 2014-12-31 | $153,349,874 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $108,113 |
Total interest from all sources | 2014-12-31 | $221,836 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $7,449,089 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $7,449,089 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Participant contributions at end of year | 2014-12-31 | $5,671,959 |
Participant contributions at beginning of year | 2014-12-31 | $5,008,828 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $1,052,417 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $1,119,478 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $155,992 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $1,082 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $5,394 |
Administrative expenses (other) incurred | 2014-12-31 | $108,113 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $5,394 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $11,829,884 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $165,174,364 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $153,344,480 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $125,246,273 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $112,793,153 |
Interest on participant loans | 2014-12-31 | $221,836 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $33,203,715 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $34,083,204 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,436,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $11,477,125 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $344,129 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $8,802,045 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2014-12-31 | 560747981 |
2013 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $5,394 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $41,055 |
Total income from all sources (including contributions) | 2013-12-31 | $33,522,777 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $8,293,802 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $8,159,594 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $27,138 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $11,933,271 |
Value of total assets at end of year | 2013-12-31 | $153,349,874 |
Value of total assets at beginning of year | 2013-12-31 | $128,156,560 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $107,070 |
Total interest from all sources | 2013-12-31 | $968,883 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,396,236 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,396,236 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Participant contributions at end of year | 2013-12-31 | $5,008,828 |
Participant contributions at beginning of year | 2013-12-31 | $4,503,458 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $1,119,478 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,367,763 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $423,950 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $307,429 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $1,082 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $16,358 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $5,394 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $41,055 |
Administrative expenses (other) incurred | 2013-12-31 | $107,070 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $25,228,975 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $153,344,480 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $128,115,505 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $112,793,153 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $87,242,237 |
Interest on participant loans | 2013-12-31 | $195,495 |
Interest earned on other investments | 2013-12-31 | $773,388 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $34,083,204 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $34,720,799 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $18,224,387 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $11,509,321 |
Employer contributions (assets) at end of year | 2013-12-31 | $344,129 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $305,945 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $7,852,165 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2013-12-31 | 582296052 |
2012 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $41,055 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $22,355 |
Total income from all sources (including contributions) | 2012-12-31 | $22,850,794 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $6,993,725 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,852,208 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $44,694 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $11,957,217 |
Value of total assets at end of year | 2012-12-31 | $128,156,560 |
Value of total assets at beginning of year | 2012-12-31 | $112,280,791 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $96,823 |
Total interest from all sources | 2012-12-31 | $1,098,057 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,894,594 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,894,594 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Participant contributions at end of year | 2012-12-31 | $4,503,458 |
Participant contributions at beginning of year | 2012-12-31 | $5,635,362 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,367,763 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $696,065 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $16,358 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $124,702 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $41,055 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,670 |
Administrative expenses (other) incurred | 2012-12-31 | $96,823 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $15,857,069 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $128,115,505 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $112,258,436 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $87,242,237 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $71,558,298 |
Interest on participant loans | 2012-12-31 | $182,703 |
Interest earned on other investments | 2012-12-31 | $915,354 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $34,720,799 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $34,742,159 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $7,900,926 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $11,261,152 |
Employer contributions (assets) at end of year | 2012-12-31 | $305,945 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $220,270 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,852,208 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2012-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $20,685 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GRANT THORTON, LLP |
Accountancy firm EIN | 2012-12-31 | 582296052 |
2011 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $257,462 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $22,355 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $7,223,138 |
Total income from all sources (including contributions) | 2011-12-31 | $13,958,791 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $5,829,810 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,744,479 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $32,212 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $13,056,768 |
Value of total assets at end of year | 2011-12-31 | $112,280,791 |
Value of total assets at beginning of year | 2011-12-31 | $111,610,055 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $53,119 |
Total interest from all sources | 2011-12-31 | $1,216,688 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,909,349 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,909,349 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Participant contributions at end of year | 2011-12-31 | $5,635,362 |
Participant contributions at beginning of year | 2011-12-31 | $5,704,518 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $10,605,503 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $2,567,136 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $124,702 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $130,343 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,670 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $76,695 |
Other income not declared elsewhere | 2011-12-31 | $1,561,765 |
Administrative expenses (other) incurred | 2011-12-31 | $53,119 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $8,128,981 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $112,258,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $104,386,917 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $71,558,298 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $72,588,064 |
Interest on participant loans | 2011-12-31 | $264,030 |
Interest earned on other investments | 2011-12-31 | $952,658 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $34,742,159 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $22,402,779 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-3,785,779 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $10,489,632 |
Employer contributions (assets) at end of year | 2011-12-31 | $220,270 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $178,848 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,744,479 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2011-12-31 | $20,685 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $7,146,443 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2011-12-31 | 582296052 |
2010 : PALMETTO HEALTH MATCHING SAVINGS & 401(K) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $7,146,443 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $7,223,138 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $21,267,899 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $9,387,382 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $9,231,210 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $90,654 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $8,632,987 |
Value of total assets at end of year | 2010-12-31 | $111,610,055 |
Value of total assets at beginning of year | 2010-12-31 | $99,652,843 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $65,518 |
Total interest from all sources | 2010-12-31 | $1,604,154 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,204,524 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,204,524 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Participant contributions at end of year | 2010-12-31 | $5,704,518 |
Participant contributions at beginning of year | 2010-12-31 | $3,351,596 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $10,605,503 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $392,752 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,499 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $130,343 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $76,695 |
Other income not declared elsewhere | 2010-12-31 | $293,804 |
Administrative expenses (other) incurred | 2010-12-31 | $65,518 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $11,880,517 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $104,386,917 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $99,652,843 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $72,588,064 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $64,031,733 |
Interest on participant loans | 2010-12-31 | $335,806 |
Interest earned on other investments | 2010-12-31 | $1,268,348 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $22,402,779 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $31,511,699 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $9,532,430 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $8,631,488 |
Employer contributions (assets) at end of year | 2010-12-31 | $178,848 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $365,063 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $9,231,210 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $7,146,443 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2010-12-31 | 582296052 |