ENGLEWOOD HOSPITAL AND MEDICAL CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A
401k plan membership statisitcs for RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A
Measure | Date | Value |
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2023 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2023 401k financial data |
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Total income from all sources (including contributions) | 2023-12-31 | $214,068 |
Total of all expenses incurred | 2023-12-31 | $97,912 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $86,792 |
Value of total assets at end of year | 2023-12-31 | $1,580,635 |
Value of total assets at beginning of year | 2023-12-31 | $1,464,479 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $11,120 |
Total interest from all sources | 2023-12-31 | $18 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $40,454 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $40,454 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | 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 | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $116,156 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,580,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,464,479 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $1,559,056 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,444,717 |
Interest earned on other investments | 2023-12-31 | $18 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $21,579 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $19,762 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $173,596 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $86,792 |
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 | 2023-12-31 | No |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2023-12-31 | 301413443 |
2022 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-239,935 |
Total of all expenses incurred | 2022-12-31 | $67,778 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $55,862 |
Value of total assets at end of year | 2022-12-31 | $1,464,479 |
Value of total assets at beginning of year | 2022-12-31 | $1,772,192 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $11,916 |
Total interest from all sources | 2022-12-31 | $19 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $30,340 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $30,340 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $20,000,000 |
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 |
Administrative expenses (other) incurred | 2022-12-31 | $11,916 |
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 | $-307,713 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,464,479 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,772,192 |
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 | $1,444,717 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,754,421 |
Interest earned on other investments | 2022-12-31 | $19 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $19,762 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $17,771 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-270,294 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $55,862 |
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 | 2022-12-31 | No |
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 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $197,333 |
Total of all expenses incurred | 2021-12-31 | $176,857 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $161,719 |
Value of total assets at end of year | 2021-12-31 | $1,772,192 |
Value of total assets at beginning of year | 2021-12-31 | $1,751,716 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,138 |
Total interest from all sources | 2021-12-31 | $19 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $26,443 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $26,443 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
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 |
Administrative expenses (other) incurred | 2021-12-31 | $15,138 |
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 | $20,476 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,772,192 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,751,716 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,754,421 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,736,067 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $19 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $17,771 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $15,649 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $170,871 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $161,719 |
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 | No |
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 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $183,269 |
Total of all expenses incurred | 2020-12-31 | $153,337 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $134,552 |
Value of total assets at end of year | 2020-12-31 | $1,751,716 |
Value of total assets at beginning of year | 2020-12-31 | $1,721,784 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $18,785 |
Total interest from all sources | 2020-12-31 | $18 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $25,621 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $25,621 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $18,785 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $29,932 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,751,716 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,721,784 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,736,067 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,620,915 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $87,492 |
Interest earned on other investments | 2020-12-31 | $18 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $15,649 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $13,377 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $162,721 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-5,091 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $134,552 |
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 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $274,871 |
Total of all expenses incurred | 2019-12-31 | $113,712 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $91,561 |
Value of total assets at end of year | 2019-12-31 | $1,721,784 |
Value of total assets at beginning of year | 2019-12-31 | $1,560,625 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $22,151 |
Total interest from all sources | 2019-12-31 | $30 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $35,413 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $35,413 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Administrative expenses (other) incurred | 2019-12-31 | $22,151 |
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 | $161,159 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,721,784 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,560,625 |
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 | $1,620,915 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,467,835 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $87,492 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $80,569 |
Interest earned on other investments | 2019-12-31 | $30 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $13,377 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $12,221 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $232,796 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $6,632 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $91,561 |
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 | No |
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 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |
2018 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $-62,038 |
Total of all expenses incurred | 2018-12-31 | $98,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $67,933 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $6,425 |
Value of total assets at end of year | 2018-12-31 | $1,560,625 |
Value of total assets at beginning of year | 2018-12-31 | $1,720,715 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $23,694 |
Total interest from all sources | 2018-12-31 | $58 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $35,001 |
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 | $35,001 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $20,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $6,403 |
Administrative expenses (other) incurred | 2018-12-31 | $23,694 |
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 | $-160,090 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,560,625 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,720,715 |
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 | $1,467,835 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,622,350 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $80,569 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $82,286 |
Interest on participant loans | 2018-12-31 | $22 |
Interest earned on other investments | 2018-12-31 | $36 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $12,221 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $9,676 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-99,073 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $1,976 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $67,933 |
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 | 2018-12-31 | No |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2018-12-31 | 390859910 |
2017 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $210,244 |
Total of all expenses incurred | 2017-12-31 | $139,799 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $112,829 |
Value of total assets at end of year | 2017-12-31 | $1,720,715 |
Value of total assets at beginning of year | 2017-12-31 | $1,650,270 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $26,970 |
Total interest from all sources | 2017-12-31 | $206 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $29,017 |
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 | $29,017 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $20,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $6,403 |
Administrative expenses (other) incurred | 2017-12-31 | $26,970 |
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 | $70,445 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,720,715 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,650,270 |
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 | $1,622,350 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,553,587 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $82,286 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $90,167 |
Interest earned on other investments | 2017-12-31 | $206 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $9,676 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $6,516 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $178,263 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $2,758 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $112,829 |
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 | 2017-12-31 | No |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2017-12-31 | 390859910 |
2016 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $115,306 |
Total of all expenses incurred | 2016-12-31 | $181,123 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $159,173 |
Value of total assets at end of year | 2016-12-31 | $1,650,270 |
Value of total assets at beginning of year | 2016-12-31 | $1,716,087 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $21,950 |
Total interest from all sources | 2016-12-31 | $41 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $27,052 |
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 | $27,052 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $20,000,000 |
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 |
Administrative expenses (other) incurred | 2016-12-31 | $21,950 |
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 | $-65,817 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,650,270 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,716,087 |
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 | $1,553,587 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,624,278 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $90,167 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $87,593 |
Interest earned on other investments | 2016-12-31 | $41 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $6,516 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $4,216 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $84,865 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $3,348 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $159,173 |
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 | 2016-12-31 | No |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2016-12-31 | 390859910 |
2015 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $1,815 |
Total of all expenses incurred | 2015-12-31 | $132,098 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $127,401 |
Value of total assets at end of year | 2015-12-31 | $1,716,087 |
Value of total assets at beginning of year | 2015-12-31 | $1,846,370 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,697 |
Total interest from all sources | 2015-12-31 | $50 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $28,072 |
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 | $28,072 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
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 |
Administrative expenses (other) incurred | 2015-12-31 | $4,697 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $269 |
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 | $-130,283 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,716,087 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,846,370 |
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 | $1,624,278 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,671,181 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $87,593 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $168,784 |
Interest earned on other investments | 2015-12-31 | $50 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $4,216 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $6,136 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-30,100 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $3,793 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $127,401 |
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 | 2015-12-31 | No |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2015-12-31 | 390859910 |
2014 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $106,215 |
Total of all expenses incurred | 2014-12-31 | $61,228 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $58,549 |
Value of total assets at end of year | 2014-12-31 | $1,846,370 |
Value of total assets at beginning of year | 2014-12-31 | $1,801,383 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,679 |
Total interest from all sources | 2014-12-31 | $71 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $26,783 |
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 | $26,783 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
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 |
Administrative expenses (other) incurred | 2014-12-31 | $2,679 |
Total non interest bearing cash at end of year | 2014-12-31 | $269 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $147 |
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 | $44,987 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,846,370 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,801,383 |
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 | $1,671,181 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,631,862 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $168,784 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $161,114 |
Interest earned on other investments | 2014-12-31 | $71 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $6,136 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $8,260 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $74,696 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $4,665 |
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 | $58,549 |
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 | 2014-12-31 | No |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2014-12-31 | 390859910 |
2013 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $107,573 |
Total of all expenses incurred | 2013-12-31 | $166,552 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $162,966 |
Value of total assets at end of year | 2013-12-31 | $1,801,383 |
Value of total assets at beginning of year | 2013-12-31 | $1,860,362 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,586 |
Total interest from all sources | 2013-12-31 | $88 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $9,099 |
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 | $9,099 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
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 |
Administrative expenses (other) incurred | 2013-12-31 | $3,586 |
Total non interest bearing cash at end of year | 2013-12-31 | $147 |
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 | $-58,979 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,801,383 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,860,362 |
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 | $1,631,862 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,663,485 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $161,114 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $186,218 |
Interest earned on other investments | 2013-12-31 | $88 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $8,260 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $10,659 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $93,229 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $5,157 |
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 | $162,966 |
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 | 2013-12-31 | No |
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 | PARENTEBEARD |
Accountancy firm EIN | 2013-12-31 | 232932984 |
2012 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $68,539 |
Total of all expenses incurred | 2012-12-31 | $116,470 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $115,915 |
Value of total assets at end of year | 2012-12-31 | $1,860,362 |
Value of total assets at beginning of year | 2012-12-31 | $1,908,293 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $555 |
Total interest from all sources | 2012-12-31 | $54 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $11,755 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $11,755 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
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 |
Administrative expenses (other) incurred | 2012-12-31 | $555 |
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 | $-47,931 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,860,362 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,908,293 |
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 | $1,663,485 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,708,628 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $186,218 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $189,060 |
Interest earned on other investments | 2012-12-31 | $54 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $10,659 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $10,605 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $51,289 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $5,441 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $115,915 |
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 | 2012-12-31 | No |
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 | PARENTEBEARD |
Accountancy firm EIN | 2012-12-31 | 232932984 |
2011 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $3,783 |
Total of all expenses incurred | 2011-12-31 | $67,445 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $67,239 |
Value of total assets at end of year | 2011-12-31 | $1,908,293 |
Value of total assets at beginning of year | 2011-12-31 | $1,971,955 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $206 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $10,190 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $10,190 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
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 |
Administrative expenses (other) incurred | 2011-12-31 | $206 |
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 | $-63,662 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,908,293 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,971,955 |
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 | $1,708,628 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,788,828 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $189,060 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $172,522 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $10,605 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $10,605 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-11,726 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $5,319 |
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 | $67,239 |
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 | 2011-12-31 | No |
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 | PARENTEBEARD |
Accountancy firm EIN | 2011-12-31 | 232932984 |
2010 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2010 401k financial data |
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Total income from all sources (including contributions) | 2010-12-31 | $58,507 |
Total of all expenses incurred | 2010-12-31 | $63,372 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $62,631 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $741 |
Value of total assets at end of year | 2010-12-31 | $1,971,955 |
Value of total assets at beginning of year | 2010-12-31 | $1,976,820 |
Total interest from all sources | 2010-12-31 | $45 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $8,390 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $8,390 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
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 |
Participant contributions at beginning of year | 2010-12-31 | $708 |
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 | $-4,865 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,971,955 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,976,820 |
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 | $1,788,828 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,804,162 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $172,522 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $161,358 |
Interest on participant loans | 2010-12-31 | $32 |
Interest earned on other investments | 2010-12-31 | $13 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $10,605 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $10,592 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $44,288 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $5,784 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $62,631 |
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 | 2010-12-31 | No |
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 | PARENTEBEARD |
Accountancy firm EIN | 2010-12-31 | 232932984 |
2009 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 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 |