MARCUM & WALLACE MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARCUM & WALLACE MEMORIAL HOSPITAL 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for MARCUM & WALLACE MEMORIAL HOSPITAL 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2012 : MARCUM & WALLACE MEMORIAL HOSPITAL 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total transfer of assets from this plan | 2012-09-28 | $2,488,793 |
Total income from all sources (including contributions) | 2012-09-28 | $468,239 |
Total of all expenses incurred | 2012-09-28 | $33,110 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-28 | $26,389 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-28 | $197,483 |
Value of total assets at beginning of year | 2012-09-28 | $2,053,664 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-28 | $6,721 |
Total interest from all sources | 2012-09-28 | $19 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-28 | $20,030 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-28 | Yes |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-09-28 | $20,030 |
Administrative expenses professional fees incurred | 2012-09-28 | $4,565 |
Was this plan covered by a fidelity bond | 2012-09-28 | Yes |
Value of fidelity bond cover | 2012-09-28 | $150,000 |
If this is an individual account plan, was there a blackout period | 2012-09-28 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2012-09-28 | 0 |
Minimum employer required contribution for this plan year | 2012-09-28 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-09-28 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-28 | No |
Contributions received from participants | 2012-09-28 | $94,457 |
Administrative expenses (other) incurred | 2012-09-28 | $2,156 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-28 | No |
Value of net income/loss | 2012-09-28 | $435,129 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-28 | $2,053,664 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-28 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-28 | $1,853,671 |
Value of interest in pooled separate accounts at beginning of year | 2012-09-28 | $190,899 |
Interest earned on other investments | 2012-09-28 | $19 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-09-28 | $9,094 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-09-28 | $248,426 |
Net investment gain/loss from pooled separate accounts | 2012-09-28 | $2,281 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-28 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-09-28 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-09-28 | No |
Contributions received in cash from employer | 2012-09-28 | $103,026 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-28 | $26,389 |
Did the plan have assets held for investment | 2012-09-28 | 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 | 2012-09-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-28 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-28 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-09-28 | Disclaimer |
Accountancy firm name | 2012-09-28 | BKD, LLP |
Accountancy firm EIN | 2012-09-28 | 440160260 |
2011 : MARCUM & WALLACE MEMORIAL HOSPITAL 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $280,820 |
Total of all expenses incurred | 2011-12-31 | $105,728 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $103,624 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $259,880 |
Value of total assets at end of year | 2011-12-31 | $2,053,664 |
Value of total assets at beginning of year | 2011-12-31 | $1,878,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,104 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $39,649 |
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 | $39,649 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $126,381 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $4,063 |
Administrative expenses (other) incurred | 2011-12-31 | $2,104 |
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 | $175,092 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,053,664 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,878,572 |
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 | $1,853,671 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,678,455 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $190,899 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $180,494 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $9,094 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $11,287 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-22,270 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $3,561 |
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 | $133,499 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $4,273 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $103,624 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BKD, LLP |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2010 : MARCUM & WALLACE MEMORIAL HOSPITAL 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources (including contributions) | 2010-12-31 | $492,691 |
Total of all expenses incurred | 2010-12-31 | $109,829 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $109,651 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $246,644 |
Value of total assets at end of year | 2010-12-31 | $1,878,572 |
Value of total assets at beginning of year | 2010-12-31 | $1,486,848 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $178 |
Total interest from all sources | 2010-12-31 | $14 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $34,876 |
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 | $34,876 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $117,377 |
Participant contributions at end of year | 2010-12-31 | $4,063 |
Administrative expenses (other) incurred | 2010-12-31 | $178 |
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 | $382,862 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,878,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,486,848 |
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 | $1,678,455 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,305,214 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $180,494 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $169,835 |
Interest earned on other investments | 2010-12-31 | $14 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $11,287 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $11,799 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $204,913 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $6,244 |
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 | $129,267 |
Employer contributions (assets) at end of year | 2010-12-31 | $4,273 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $109,651 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BKD, LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |
2009 : MARCUM & WALLACE MEMORIAL HOSPITAL 401(K) PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |