401k Plan data: MONROE SURGICAL HOSPITAL 401(K) PLAN plan

MONROE SURGICAL HOSPITAL 401(K) PLAN 401k Plan overview

Plan Name	MONROE SURGICAL HOSPITAL 401(K) PLAN
Plan identification number	001

MONROE SURGICAL HOSPITAL 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

MONROE SURGICAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name: MONROE SURGICAL HOSPITAL

Employer identification number (EIN): 721479756

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONROE SURGICAL HOSPITAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CATHY WHATLEY
001 2016-01-01 CATHY WHATLEY
001 2015-01-01 CATHY WHATLEY CATHY WHATLEY 2016-09-26
001 2014-01-01 CATHY WHATLEY
001 2013-01-01 CATHY WHATLEY
001 2012-01-01 CATHY WHATLEY CATHY WHATLEY 2013-09-26
001 2011-01-01 CATHY WHATLEY CATHY WHATLEY 2012-10-10
001 2010-01-01 CATHY WHATLEY 2011-05-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CATHY WHATLEY
001	2016-01-01	CATHY WHATLEY
001	2015-01-01	CATHY WHATLEY		CATHY WHATLEY	2016-09-26
001	2014-01-01	CATHY WHATLEY
001	2013-01-01	CATHY WHATLEY
001	2012-01-01	CATHY WHATLEY		CATHY WHATLEY	2013-09-26
001	2011-01-01	CATHY WHATLEY		CATHY WHATLEY	2012-10-10
001	2010-01-01	CATHY WHATLEY	2011-05-06

Plan Statistics for MONROE SURGICAL HOSPITAL 401(K) PLAN

401k plan membership statisitcs for MONROE SURGICAL HOSPITAL 401(K) PLAN

Measure Date Value
2020: MONROE SURGICAL HOSPITAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MONROE SURGICAL HOSPITAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 134
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 145
Number of participants with account balances 2019-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MONROE SURGICAL HOSPITAL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 109
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 119
Number of participants with account balances 2018-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: MONROE SURGICAL HOSPITAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 112
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 124
Number of participants with account balances 2017-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MONROE SURGICAL HOSPITAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 100
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 114
Number of participants with account balances 2016-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MONROE SURGICAL HOSPITAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 94
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 106
Number of participants with account balances 2015-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MONROE SURGICAL HOSPITAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 94
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 105
Number of participants with account balances 2014-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MONROE SURGICAL HOSPITAL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 91
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 102
Number of participants with account balances 2013-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MONROE SURGICAL HOSPITAL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 98
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 111
Number of participants with account balances 2012-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MONROE SURGICAL HOSPITAL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 102
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 112
Number of participants with account balances 2011-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2020: MONROE SURGICAL HOSPITAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MONROE SURGICAL HOSPITAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	134
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	145
Number of participants with account balances	2019-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MONROE SURGICAL HOSPITAL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	109
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	119
Number of participants with account balances	2018-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: MONROE SURGICAL HOSPITAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	112
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	124
Number of participants with account balances	2017-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MONROE SURGICAL HOSPITAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	100
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	114
Number of participants with account balances	2016-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MONROE SURGICAL HOSPITAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	94
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	106
Number of participants with account balances	2015-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MONROE SURGICAL HOSPITAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	94
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	105
Number of participants with account balances	2014-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MONROE SURGICAL HOSPITAL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	91
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	102
Number of participants with account balances	2013-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MONROE SURGICAL HOSPITAL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	98
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	111
Number of participants with account balances	2012-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MONROE SURGICAL HOSPITAL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	102
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	112
Number of participants with account balances	2011-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on MONROE SURGICAL HOSPITAL 401(K) PLAN

Measure	Date	Value
2020 : MONROE SURGICAL HOSPITAL 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-01-07	$0
Total unrealized appreciation/depreciation of assets	2020-01-07	$0
Total transfer of assets from this plan	2020-01-07	$2,650,611
Total transfer of assets from this plan	2020-01-07	$2,650,611
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-07	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-07	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-07	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-07	$0
Total income from all sources (including contributions)	2020-01-07	$2,732
Total income from all sources (including contributions)	2020-01-07	$2,732
Total loss/gain on sale of assets	2020-01-07	$0
Total loss/gain on sale of assets	2020-01-07	$0
Total of all expenses incurred	2020-01-07	$0
Total of all expenses incurred	2020-01-07	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-01-07	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-01-07	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-01-07	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-01-07	$0
Value of total assets at end of year	2020-01-07	$0
Value of total assets at end of year	2020-01-07	$0
Value of total assets at beginning of year	2020-01-07	$2,647,879
Value of total assets at beginning of year	2020-01-07	$2,647,879
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-01-07	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-01-07	$0
Total interest from all sources	2020-01-07	$0
Total interest from all sources	2020-01-07	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-01-07	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-01-07	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-07	Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-07	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-01-07	$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-01-07	$0
Was this plan covered by a fidelity bond	2020-01-07	Yes
Was this plan covered by a fidelity bond	2020-01-07	Yes
Value of fidelity bond cover	2020-01-07	$50,000
Value of fidelity bond cover	2020-01-07	$50,000
If this is an individual account plan, was there a blackout period	2020-01-07	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-01-07	No
Were there any nonexempt tranactions with any party-in-interest	2020-01-07	No
Participant contributions at end of year	2020-01-07	$0
Participant contributions at end of year	2020-01-07	$0
Participant contributions at beginning of year	2020-01-07	$33,749
Participant contributions at beginning of year	2020-01-07	$33,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-07	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	2020-01-07	No
Value of net income/loss	2020-01-07	$2,732
Value of net income/loss	2020-01-07	$2,732
Value of net assets at end of year (total assets less liabilities)	2020-01-07	$0
Value of net assets at end of year (total assets less liabilities)	2020-01-07	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-01-07	$2,647,879
Value of net assets at beginning of year (total assets less liabilities)	2020-01-07	$2,647,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-07	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-07	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-07	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-07	No
Were any leases to which the plan was party in default or uncollectible	2020-01-07	No
Were any leases to which the plan was party in default or uncollectible	2020-01-07	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-07	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-07	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-07	$2,614,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-07	$2,614,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-01-07	$2,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-01-07	$2,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-07	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-07	No
Was there a failure to transmit to the plan any participant contributions	2020-01-07	No
Was there a failure to transmit to the plan any participant contributions	2020-01-07	No
Has the plan failed to provide any benefit when due under the plan	2020-01-07	No
Has the plan failed to provide any benefit when due under the plan	2020-01-07	No
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	2020-01-07	Yes
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	2020-01-07	Yes
Did the plan have assets held for investment	2020-01-07	No
Did the plan have assets held for investment	2020-01-07	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	2020-01-07	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	2020-01-07	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-07	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-07	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-01-07	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-01-07	Yes
Opinion of an independent qualified public accountant for this plan	2020-01-07	Disclaimer
Opinion of an independent qualified public accountant for this plan	2020-01-07	Disclaimer
Accountancy firm name	2020-01-07	HEARD, MCELROY & VESTAL, CPA'S
Accountancy firm name	2020-01-07	HEARD, MCELROY & VESTAL, CPA'S
Accountancy firm EIN	2020-01-07	720398470
Accountancy firm EIN	2020-01-07	720398470
2019 : MONROE SURGICAL HOSPITAL 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$53,638
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$726,875
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$49,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$48,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$227,635
Value of total assets at end of year	2019-12-31	$2,647,879
Value of total assets at beginning of year	2019-12-31	$1,917,288
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,265
Total interest from all sources	2019-12-31	$1,323
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$19,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$19,672
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$50,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
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	$200,487
Participant contributions at end of year	2019-12-31	$33,749
Participant contributions at beginning of year	2019-12-31	$5,559
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	$676,953
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,647,879
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,917,288
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,614,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,911,729
Interest on participant loans	2019-12-31	$1,323
Income. Interest from loans (other than to participants)	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$478,245
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
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	$27,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$48,657
Contract administrator fees	2019-12-31	$1,265
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	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HEARD, MCELROY & VESTAL, CPA'S
Accountancy firm EIN	2019-12-31	720398470
2018 : MONROE SURGICAL HOSPITAL 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$73,174
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$73,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$72,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$217,545
Value of total assets at end of year	2018-12-31	$1,917,288
Value of total assets at beginning of year	2018-12-31	$1,917,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$771
Total interest from all sources	2018-12-31	$437
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$15,815
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	$15,815
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$50,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$176,483
Participant contributions at end of year	2018-12-31	$5,559
Participant contributions at beginning of year	2018-12-31	$18,436
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$16,348
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	$-476
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,917,288
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,917,764
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	$1,911,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,899,161
Interest on participant loans	2018-12-31	$437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-160,623
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	$24,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$72,879
Contract administrator fees	2018-12-31	$771
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	HEARD, MCELROY & VESTAL, CPA'S
Accountancy firm EIN	2018-12-31	720398470
2017 : MONROE SURGICAL HOSPITAL 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$552,199
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$18,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$16,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$246,058
Value of total assets at end of year	2017-12-31	$1,917,764
Value of total assets at beginning of year	2017-12-31	$1,383,773
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,255
Total interest from all sources	2017-12-31	$691
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$17,014
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	$17,014
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$50,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$174,606
Participant contributions at end of year	2017-12-31	$18,436
Participant contributions at beginning of year	2017-12-31	$12,516
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$47,885
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	$533,991
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,917,764
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,383,773
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	$1,899,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,371,257
Interest on participant loans	2017-12-31	$691
Income. Interest from loans (other than to participants)	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$288,436
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	$23,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$16,953
Contract administrator fees	2017-12-31	$1,255
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	HEARD, MCELROY & VESTAL, CPA'S
Accountancy firm EIN	2017-12-31	720398470
2016 : MONROE SURGICAL HOSPITAL 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$302,892
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$18,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$17,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$196,229
Value of total assets at end of year	2016-12-31	$1,383,773
Value of total assets at beginning of year	2016-12-31	$1,099,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$838
Total interest from all sources	2016-12-31	$668
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$26,239
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	$26,239
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$50,000
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	$149,425
Participant contributions at end of year	2016-12-31	$12,516
Participant contributions at beginning of year	2016-12-31	$17,044
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$25,000
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	$284,103
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,383,773
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,099,670
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	$1,371,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,082,626
Interest on participant loans	2016-12-31	$668
Income. Interest from loans (other than to participants)	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$79,756
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	$21,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$17,951
Contract administrator fees	2016-12-31	$838
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	HEARD, MCELROY & VESTAL, CPA'S
Accountancy firm EIN	2016-12-31	720398470
2015 : MONROE SURGICAL HOSPITAL 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$163,426
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$24,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$23,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$161,845
Value of total assets at end of year	2015-12-31	$1,099,670
Value of total assets at beginning of year	2015-12-31	$960,831
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$673
Total interest from all sources	2015-12-31	$749
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$7,325
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	$7,325
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$50,000
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	$147,984
Participant contributions at end of year	2015-12-31	$17,044
Participant contributions at beginning of year	2015-12-31	$20,046
Total non interest bearing cash at beginning of year	2015-12-31	$636
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	$138,839
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,099,670
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$960,831
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	$1,082,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$940,149
Interest on participant loans	2015-12-31	$749
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-6,493
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	$13,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$23,914
Contract administrator fees	2015-12-31	$673
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	HEARD, MCELROY & VESTAL, CPA'S
Accountancy firm EIN	2015-12-31	720398470
2014 : MONROE SURGICAL HOSPITAL 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	$0
Total income from all sources (including contributions)	2014-12-31	$150,484
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$75,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$62,670
Expenses. Certain deemed distributions of participant loans	2014-12-31	$12,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$91,110
Value of total assets at end of year	2014-12-31	$960,831
Value of total assets at beginning of year	2014-12-31	$886,164
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$752
Total interest from all sources	2014-12-31	$738
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$752
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$50,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$91,110
Participant contributions at end of year	2014-12-31	$20,046
Participant contributions at beginning of year	2014-12-31	$25,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$636
Total non interest bearing cash at beginning of year	2014-12-31	$4,233
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	$74,667
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$960,831
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$886,164
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	$940,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$855,995
Interest on participant loans	2014-12-31	$738
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$58,636
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$62,670
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
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	HEARD,MCELROY & VESTAL, LLC
Accountancy firm EIN	2014-12-31	720398470
2013 : MONROE SURGICAL HOSPITAL 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$226,087
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$18,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$17,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$66,771
Value of total assets at end of year	2013-12-31	$886,164
Value of total assets at beginning of year	2013-12-31	$678,460
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$516
Total interest from all sources	2013-12-31	$796
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$22,119
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	$22,119
Administrative expenses professional fees incurred	2013-12-31	$516
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$50,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$66,771
Participant contributions at end of year	2013-12-31	$25,936
Participant contributions at beginning of year	2013-12-31	$17,090
Total non interest bearing cash at end of year	2013-12-31	$4,233
Total non interest bearing cash at beginning of year	2013-12-31	$486
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	$207,704
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$886,164
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$678,460
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	$855,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$660,884
Interest on participant loans	2013-12-31	$796
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$136,401
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$17,867
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HEARD, MCELROY, & VESTAL, LLC
Accountancy firm EIN	2013-12-31	720398470
2012 : MONROE SURGICAL HOSPITAL 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$150,519
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$47,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$43,765
Expenses. Certain deemed distributions of participant loans	2012-12-31	$3,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$63,088
Value of total assets at end of year	2012-12-31	$678,498
Value of total assets at beginning of year	2012-12-31	$575,598
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$673
Total interest from all sources	2012-12-31	$919
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$673
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$50,000
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
Contributions received from participants	2012-12-31	$63,088
Participant contributions at end of year	2012-12-31	$17,090
Participant contributions at beginning of year	2012-12-31	$19,687
Total non interest bearing cash at end of year	2012-12-31	$486
Total non interest bearing cash at beginning of year	2012-12-31	$486
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	$102,900
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$678,498
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$575,598
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	$660,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$555,425
Interest on participant loans	2012-12-31	$919
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$86,512
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	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$43,765
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HEARD, MCELROY, & VESTAL, LLC
Accountancy firm EIN	2012-12-31	720398470
2011 : MONROE SURGICAL HOSPITAL 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$46,095
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$84,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$71,136
Value of total corrective distributions	2011-12-31	$12,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$65,908
Value of total assets at end of year	2011-12-31	$575,598
Value of total assets at beginning of year	2011-12-31	$613,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$515
Total interest from all sources	2011-12-31	$794
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$515
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$50,000
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
Contributions received from participants	2011-12-31	$65,908
Participant contributions at end of year	2011-12-31	$19,687
Participant contributions at beginning of year	2011-12-31	$13,866
Total non interest bearing cash at end of year	2011-12-31	$486
Total non interest bearing cash at beginning of year	2011-12-31	$461
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	$-38,004
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$575,598
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$613,602
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	$555,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$599,275
Interest on participant loans	2011-12-31	$794
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-20,607
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$71,136
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	HEARD, MCELROY, & VESTAL, LLC
Accountancy firm EIN	2011-12-31	720398470

Form 5500 Responses for MONROE SURGICAL HOSPITAL 401(K) PLAN

2020: MONROE SURGICAL HOSPITAL 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MONROE SURGICAL HOSPITAL 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MONROE SURGICAL HOSPITAL 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MONROE SURGICAL HOSPITAL 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MONROE SURGICAL HOSPITAL 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MONROE SURGICAL HOSPITAL 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MONROE SURGICAL HOSPITAL 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MONROE SURGICAL HOSPITAL 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MONROE SURGICAL HOSPITAL 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MONROE SURGICAL HOSPITAL 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MONROE SURGICAL HOSPITAL
Employer identification number (EIN):	721479756
NAIC Classification:	622000
NAIC Description:	Hospitals