Plan Name | SUMMIT HEALTH, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SUMMIT HEALTH, INC. |
Employer identification number (EIN): | 201908041 |
NAIC Classification: | 621900 |
Additional information about SUMMIT HEALTH, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1987-08-04 |
Company Identification Number: | C1414385 |
Legal Registered Office Address: |
2710 Gateway Oaks Dr Ste 150N Sacramento United States of America (USA) 95833 |
More information about SUMMIT HEALTH, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-01-01 | MARY TUCKER | |||
001 | 2014-01-01 | MARY B. TUCKER | MARY B. TUCKER | 2015-10-15 | |
001 | 2013-01-01 | MARY TUCKER | |||
001 | 2012-01-01 | DOUGLAS FINCH | 2014-09-03 | ||
001 | 2011-01-01 | DOUGLAS FINCH | 2013-05-14 | ||
001 | 2010-01-01 | DOUGLAS FINCH | 2011-07-21 | ||
001 | 2009-01-01 | DOUGLAS FINCH | |||
001 | 2009-01-01 |
Measure | Date | Value |
---|---|---|
2015: SUMMIT HEALTH, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 183 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SUMMIT HEALTH, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 181 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 162 |
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 | 12 |
Total of all active and inactive participants | 2014-01-01 | 174 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 174 |
Number of participants with account balances | 2014-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SUMMIT HEALTH, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 198 |
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 | 10 |
Total of all active and inactive participants | 2013-01-01 | 208 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 208 |
Number of participants with account balances | 2013-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2009: SUMMIT HEALTH, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 37 |
Number of participants with account balances | 2009-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : SUMMIT HEALTH, INC. 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-11-30 | $0 |
Total transfer of assets to this plan | 2015-11-30 | $0 |
Total transfer of assets from this plan | 2015-11-30 | $221,281 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-11-30 | $0 |
Total income from all sources (including contributions) | 2015-11-30 | $4,864 |
Total loss/gain on sale of assets | 2015-11-30 | $0 |
Total of all expenses incurred | 2015-11-30 | $60,766 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-11-30 | $42,197 |
Value of total corrective distributions | 2015-11-30 | $17,175 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-11-30 | $4,776 |
Value of total assets at end of year | 2015-11-30 | $0 |
Value of total assets at beginning of year | 2015-11-30 | $277,183 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-11-30 | $1,394 |
Total interest from all sources | 2015-11-30 | $35 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-11-30 | $731 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-11-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-11-30 | $731 |
Was this plan covered by a fidelity bond | 2015-11-30 | Yes |
Value of fidelity bond cover | 2015-11-30 | $28,000 |
If this is an individual account plan, was there a blackout period | 2015-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-11-30 | No |
Participant contributions at beginning of year | 2015-11-30 | $500 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-11-30 | $2,886 |
Administrative expenses (other) incurred | 2015-11-30 | $1,394 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-11-30 | No |
Value of net income/loss | 2015-11-30 | $-55,902 |
Value of net assets at end of year (total assets less liabilities) | 2015-11-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-11-30 | $277,183 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-11-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-11-30 | $225,996 |
Interest on participant loans | 2015-11-30 | $35 |
Value of interest in common/collective trusts at beginning of year | 2015-11-30 | $9,531 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-11-30 | $41,156 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-11-30 | $41,156 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-11-30 | $-746 |
Net investment gain or loss from common/collective trusts | 2015-11-30 | $68 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-11-30 | No |
Contributions received in cash from employer | 2015-11-30 | $1,890 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-11-30 | $42,197 |
Did the plan have assets held for investment | 2015-11-30 | 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 | 2015-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-11-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-11-30 | Disclaimer |
Accountancy firm name | 2015-11-30 | WIDLAK & PETRICHES, P.C. |
Accountancy firm EIN | 2015-11-30 | 383083072 |
2014 : SUMMIT HEALTH, INC. 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 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 | $168,527 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $119,551 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $101,037 |
Value of total corrective distributions | 2014-12-31 | $17,839 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $155,650 |
Value of total assets at end of year | 2014-12-31 | $277,183 |
Value of total assets at beginning of year | 2014-12-31 | $228,207 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $675 |
Total interest from all sources | 2014-12-31 | $24 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $12,653 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $12,653 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $23,000 |
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 | $151,079 |
Participant contributions at end of year | 2014-12-31 | $500 |
Participant contributions at beginning of year | 2014-12-31 | $900 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $4,571 |
Administrative expenses (other) incurred | 2014-12-31 | $675 |
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 | $48,976 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $277,183 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $228,207 |
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 | $225,996 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $199,999 |
Interest on participant loans | 2014-12-31 | $24 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $9,531 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $8,845 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $41,156 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $18,463 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $18,463 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-123 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $323 |
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 | $101,037 |
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 | WIDLAK & PETRICHES, P.C. |
Accountancy firm EIN | 2014-12-31 | 383083072 |
2013 : SUMMIT HEALTH, INC. 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 | $139,409 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $25,969 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $25,594 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $107,843 |
Value of total assets at end of year | 2013-12-31 | $228,207 |
Value of total assets at beginning of year | 2013-12-31 | $114,767 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $375 |
Total interest from all sources | 2013-12-31 | $1 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $7,841 |
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 | $7,841 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $12,000 |
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 | $100,331 |
Participant contributions at end of year | 2013-12-31 | $900 |
Participant contributions at beginning of year | 2013-12-31 | $145 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $7,512 |
Administrative expenses (other) incurred | 2013-12-31 | $375 |
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 | $113,440 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $228,207 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $114,767 |
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 | $199,999 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $101,759 |
Interest on participant loans | 2013-12-31 | $1 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $8,845 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $6,961 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $18,463 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $5,902 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $5,902 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $21,542 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $2,182 |
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 | $25,594 |
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 | WIDLAK & PETRICHES, P.C. |
Accountancy firm EIN | 2013-12-31 | 383083072 |
2015: SUMMIT HEALTH, INC. 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 | Yes |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: SUMMIT HEALTH, INC. 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: SUMMIT HEALTH, INC. 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 |
2009: SUMMIT HEALTH, INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |