401k Plan data: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES plan

SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES 401k Plan overview

Plan Name	SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES
Plan identification number	003

SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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(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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SOUTH PENINSULA HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name: SOUTH PENINSULA HOSPITAL

Employer identification number (EIN): 920037099

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01 ANGELA HINNEGAN 2021-06-14
003 2019-01-01 ANGELA HINNEGAN 2020-10-15
003 2018-01-01 JAMES BASCH 2019-10-09
003 2017-01-01 ANGELA HINNEGAN 2018-10-15
003 2016-01-01 HOLLY TORRES 2017-10-16
003 2014-01-01 LORI MEYER 2015-09-09 LORI MEYER 2015-09-09
003 2013-01-01 LORI MEYER 2014-01-28 LORI MEYER 2014-01-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01	ANGELA HINNEGAN	2021-06-14
003	2019-01-01	ANGELA HINNEGAN	2020-10-15
003	2018-01-01	JAMES BASCH	2019-10-09
003	2017-01-01	ANGELA HINNEGAN	2018-10-15
003	2016-01-01	HOLLY TORRES	2017-10-16
003	2014-01-01	LORI MEYER	2015-09-09	LORI MEYER	2015-09-09
003	2013-01-01	LORI MEYER	2014-01-28	LORI MEYER	2014-01-28

Plan Statistics for SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES

401k plan membership statisitcs for SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES

Measure Date Value
2022: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES 2022 401k membership
Total participants, beginning-of-year 2022-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 118
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 21
Total of all active and inactive participants 2022-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 143
Number of participants with account balances 2022-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year 2021-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 104
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 124
Number of participants with account balances 2021-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6

Measure	Date	Value
2022: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES 2022 401k membership
Total participants, beginning-of-year	2022-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	118
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	21
Total of all active and inactive participants	2022-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	143
Number of participants with account balances	2022-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year	2021-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	104
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	124
Number of participants with account balances	2021-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6

Financial Data on SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES

Measure	Date	Value
2022 : SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$55,476
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,016,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,000,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,775,443
Value of total assets at end of year	2022-12-31	$10,188,051
Value of total assets at beginning of year	2022-12-31	$11,149,348
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$15,942
Total interest from all sources	2022-12-31	$8,553
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$353,924
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$353,924
Administrative expenses professional fees incurred	2022-12-31	$4,640
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,084,675
Participant contributions at end of year	2022-12-31	$143,771
Participant contributions at beginning of year	2022-12-31	$37,837
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$335,802
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$304,042
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-961,297
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,188,051
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,149,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,824,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,238,045
Interest on participant loans	2022-12-31	$7,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$615,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$368,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$368,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,082,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$689,418
Employer contributions (assets) at end of year	2022-12-31	$268,708
Employer contributions (assets) at beginning of year	2022-12-31	$201,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,000,831
Contract administrator fees	2022-12-31	$11,302
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PKF MUELLER
Accountancy firm EIN	2022-12-31	362658780
2021 : SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,799,928
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,020,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,018,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,593,997
Value of total assets at end of year	2021-12-31	$10,948,188
Value of total assets at beginning of year	2021-12-31	$9,168,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,159
Total interest from all sources	2021-12-31	$809
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$278,913
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$278,913
Administrative expenses professional fees incurred	2021-12-31	$2,159
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,020,544
Participant contributions at end of year	2021-12-31	$37,837
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$304,042
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$127,054
Other income not declared elsewhere	2021-12-31	$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,779,544
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,948,188
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,168,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$7,261
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,238,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,932,581
Interest on participant loans	2021-12-31	$809
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$368,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$926,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$446,399
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$236,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,018,225
Contract administrator fees	2021-12-31	$9,432
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	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590

Form 5500 Responses for SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES

2022: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTH PENINSULA HOSPITAL
Employer identification number (EIN):	920037099
NAIC Classification:	622000
NAIC Description:	Hospitals