MARTHA'S VINEYARD HOSPITAL FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARTHA'S VINEYARD HOSPITAL 403(B) PLAN
Measure | Date | Value |
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2013 : MARTHA'S VINEYARD HOSPITAL 403(B) PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $17,195,500 |
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 | $4,550,325 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $911,102 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $910,220 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,113,454 |
Value of total assets at end of year | 2013-12-31 | $0 |
Value of total assets at beginning of year | 2013-12-31 | $13,556,277 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $882 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $253,687 |
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 | $253,687 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,347,232 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $139,838 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $619,483 |
Other income not declared elsewhere | 2013-12-31 | $168,282 |
Administrative expenses (other) incurred | 2013-12-31 | $882 |
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 | $3,639,223 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $13,556,277 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $10,122,944 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $3,293,495 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,014,902 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $146,739 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $910,220 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 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 | Yes |
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 | FEELEY & DRISCOLL, P.C. |
Accountancy firm EIN | 2013-12-31 | 042684828 |
2012 : MARTHA'S VINEYARD HOSPITAL 403(B) PLAN 2012 401k financial data |
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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 | $2,691,193 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $502,336 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $499,897 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,420,791 |
Value of total assets at end of year | 2012-12-31 | $13,556,277 |
Value of total assets at beginning of year | 2012-12-31 | $11,367,420 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,439 |
Total interest from all sources | 2012-12-31 | $168,690 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,275,182 |
Participant contributions at end of year | 2012-12-31 | $139,838 |
Participant contributions at beginning of year | 2012-12-31 | $106,561 |
Participant contributions at beginning of year | 2012-12-31 | $26,016 |
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 | $2,188,857 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $13,556,277 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,367,420 |
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 | $10,122,944 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,440,055 |
Interest on participant loans | 2012-12-31 | $42 |
Interest earned on other investments | 2012-12-31 | $168,648 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $3,293,495 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $2,791,967 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,101,712 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $145,609 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,821 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $499,897 |
Contract administrator fees | 2012-12-31 | $2,439 |
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 | FEELEY & DRISCOLL, PC. |
Accountancy firm EIN | 2012-12-31 | 042684828 |
2011 : MARTHA'S VINEYARD HOSPITAL 403(B) PLAN 2011 401k financial data |
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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 | $1,257,979 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $282,945 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $282,316 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,392,425 |
Value of total assets at end of year | 2011-12-31 | $11,367,420 |
Value of total assets at beginning of year | 2011-12-31 | $10,392,386 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $629 |
Total interest from all sources | 2011-12-31 | $54,327 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,248,063 |
Participant contributions at end of year | 2011-12-31 | $106,561 |
Participant contributions at beginning of year | 2011-12-31 | $141,033 |
Participant contributions at end of year | 2011-12-31 | $26,016 |
Participant contributions at beginning of year | 2011-12-31 | $22,462 |
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 | $975,034 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,367,420 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,392,386 |
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 | $8,440,055 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,051,335 |
Interest on participant loans | 2011-12-31 | $82 |
Interest earned on other investments | 2011-12-31 | $54,245 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $2,791,967 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $2,175,043 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-188,773 |
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 | $144,362 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,821 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,513 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $282,316 |
Contract administrator fees | 2011-12-31 | $629 |
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 | FEELEY & DRISCOLL, PC. |
Accountancy firm EIN | 2011-12-31 | 042684828 |
2010 : MARTHA'S VINEYARD HOSPITAL 403(B) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,673 |
Total income from all sources (including contributions) | 2010-12-31 | $2,679,031 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $381,809 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $376,618 |
Value of total corrective distributions | 2010-12-31 | $596 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,346,149 |
Value of total assets at end of year | 2010-12-31 | $10,392,386 |
Value of total assets at beginning of year | 2010-12-31 | $8,097,837 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,595 |
Total interest from all sources | 2010-12-31 | $84,354 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,204,120 |
Participant contributions at end of year | 2010-12-31 | $141,033 |
Participant contributions at beginning of year | 2010-12-31 | $124,841 |
Participant contributions at end of year | 2010-12-31 | $22,462 |
Participant contributions at beginning of year | 2010-12-31 | $27,695 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $615 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $2,673 |
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 | $2,297,222 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,392,386 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,095,164 |
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 | $8,051,335 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,035,689 |
Interest on participant loans | 2010-12-31 | $155 |
Interest earned on other investments | 2010-12-31 | $84,199 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $2,175,043 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,909,612 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,248,528 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
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 | $141,414 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,513 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $376,618 |
Contract administrator fees | 2010-12-31 | $4,595 |
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 | ERIK LYNCH, FEELEY & DRISCOLL |
Accountancy firm EIN | 2010-12-31 | 042104691 |
2009 : MARTHA'S VINEYARD HOSPITAL 403(B) 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 |