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ST. JAMES HOSPITAL 401(K) PLAN 401k Plan overview

Plan NameST. JAMES HOSPITAL 401(K) PLAN
Plan identification number 001

ST. JAMES HOSPITAL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ST. JAMES HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:ST. JAMES HOSPITAL
Employer identification number (EIN):160743310
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. JAMES HOSPITAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01

Plan Statistics for ST. JAMES HOSPITAL 401(K) PLAN

401k plan membership statisitcs for ST. JAMES HOSPITAL 401(K) PLAN

Measure Date Value
2023: ST. JAMES HOSPITAL 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01417
Total number of active participants reported on line 7a of the Form 55002023-01-01433
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0137
Total of all active and inactive participants2023-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01470
Number of participants with account balances2023-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: ST. JAMES HOSPITAL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01321
Total number of active participants reported on line 7a of the Form 55002022-01-01356
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01405
Number of participants with account balances2022-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: ST. JAMES HOSPITAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01329
Total number of active participants reported on line 7a of the Form 55002021-01-01291
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0130
Total of all active and inactive participants2021-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01321
Number of participants with account balances2021-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: ST. JAMES HOSPITAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01281
Total number of active participants reported on line 7a of the Form 55002020-01-01303
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01321
Number of participants with account balances2020-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019

Financial Data on ST. JAMES HOSPITAL 401(K) PLAN

Measure Date Value
2023 : ST. JAMES HOSPITAL 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,558,573
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$974,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$887,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,444,457
Value of total assets at end of year2023-12-31$7,854,228
Value of total assets at beginning of year2023-12-31$6,270,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$87,166
Total interest from all sources2023-12-31$3,444
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$217,760
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$217,760
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$876,355
Participant contributions at end of year2023-12-31$94,341
Participant contributions at beginning of year2023-12-31$51,346
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$58,354
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,583,983
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,854,228
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$6,270,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$22,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,631,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$6,142,077
Interest on participant loans2023-12-31$3,444
Value of interest in common/collective trusts at end of year2023-12-31$93,733
Value of interest in common/collective trusts at beginning of year2023-12-31$76,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$888,575
Net investment gain or loss from common/collective trusts2023-12-31$4,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$509,748
Employer contributions (assets) at end of year2023-12-31$34,619
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$887,424
Contract administrator fees2023-12-31$64,220
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BONADIO & CO, LLP
Accountancy firm EIN2023-12-31161131146
2022 : ST. JAMES HOSPITAL 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$965,602
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$433,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$357,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,898,619
Value of total assets at end of year2022-12-31$6,270,245
Value of total assets at beginning of year2022-12-31$5,738,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$76,888
Total interest from all sources2022-12-31$1,662
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$190,334
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$190,334
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$761,459
Participant contributions at end of year2022-12-31$51,346
Participant contributions at beginning of year2022-12-31$74,676
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$746,063
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$531,629
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,270,245
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,738,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$16,534
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,142,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,633,821
Interest on participant loans2022-12-31$1,662
Value of interest in common/collective trusts at end of year2022-12-31$76,822
Value of interest in common/collective trusts at beginning of year2022-12-31$30,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,125,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$391,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$357,085
Contract administrator fees2022-12-31$60,354
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO, LLP
Accountancy firm EIN2022-12-31161131146
2021 : ST. JAMES HOSPITAL 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$1,645,439
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$758,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$690,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$974,843
Value of total assets at end of year2021-12-31$5,738,616
Value of total assets at beginning of year2021-12-31$4,851,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$68,059
Total interest from all sources2021-12-31$1,750
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$670,917
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$670,917
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$623,409
Participant contributions at end of year2021-12-31$74,676
Participant contributions at beginning of year2021-12-31$81,667
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$48,406
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$886,709
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,738,616
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,851,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,252
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,633,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,725,537
Interest on participant loans2021-12-31$1,750
Value of interest in common/collective trusts at end of year2021-12-31$30,119
Value of interest in common/collective trusts at beginning of year2021-12-31$44,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-1,002
Net investment gain or loss from common/collective trusts2021-12-31$-1,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$303,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$690,671
Contract administrator fees2021-12-31$52,807
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BONADIO & CO, LLP
Accountancy firm EIN2021-12-31161131146
2020 : ST. JAMES HOSPITAL 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$4,081,610
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,304,915
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$534,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$486,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$725,977
Value of total assets at end of year2020-12-31$4,851,907
Value of total assets at beginning of year2020-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,730
Total interest from all sources2020-12-31$7,887
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$160,034
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$160,034
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$462,952
Participant contributions at end of year2020-12-31$81,667
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,451
Total non interest bearing cash at end of year2020-12-31$103
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$770,297
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,851,907
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$8,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,725,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$7,887
Value of interest in common/collective trusts at end of year2020-12-31$44,600
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$411,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$253,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$486,888
Contract administrator fees2020-12-31$39,091
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO, LLP
Accountancy firm EIN2020-12-31161131146

Form 5500 Responses for ST. JAMES HOSPITAL 401(K) PLAN

2023: ST. JAMES HOSPITAL 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ST. JAMES HOSPITAL 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. JAMES HOSPITAL 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. JAMES HOSPITAL 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01First time form 5500 has been submittedYes
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

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