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FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 401k Plan overview

Plan NameFAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN
Plan identification number 002

FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FAMILY HEALTH ASSOCIATES OF GEISINGER - LEWISTOWN HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:FAMILY HEALTH ASSOCIATES OF GEISINGER - LEWISTOWN HOSPITAL
Employer identification number (EIN):251651582
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01
0022014-01-01NANCY SUE REINKE
0022013-01-01NANCY SUE REINKE
0022012-01-01N. REINKE
0022011-01-01NANCY SUE REINKE
0022010-01-01NANCY SUE REINKE
0022009-01-01NANCY SUE REINKE

Plan Statistics for FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN

401k plan membership statisitcs for FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN

Measure Date Value
2015: FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01149
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01161
Total number of active participants reported on line 7a of the Form 55002014-01-0199
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01149
Number of participants with account balances2014-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01162
Total number of active participants reported on line 7a of the Form 55002013-01-01112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01161
Number of participants with account balances2013-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01164
Total number of active participants reported on line 7a of the Form 55002012-01-01108
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01162
Number of participants with account balances2012-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01187
Total number of active participants reported on line 7a of the Form 55002011-01-01103
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01164
Number of participants with account balances2011-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2010: FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01176
Total number of active participants reported on line 7a of the Form 55002010-01-01106
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0181
Total of all active and inactive participants2010-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01187
Number of participants with account balances2010-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01199
Total number of active participants reported on line 7a of the Form 55002009-01-01107
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0169
Total of all active and inactive participants2009-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01176
Number of participants with account balances2009-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0131

Financial Data on FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN

Measure Date Value
2015 : FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-12$0
Total transfer of assets from this plan2015-10-12$4,394,382
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-12$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-12$30
Total income from all sources (including contributions)2015-10-12$92,123
Total loss/gain on sale of assets2015-10-12$0
Total of all expenses incurred2015-10-12$2,262,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-12$2,234,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-12$82,748
Value of total assets at end of year2015-10-12$0
Value of total assets at beginning of year2015-10-12$6,564,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-12$28,072
Total interest from all sources2015-10-12$756
Total dividends received (eg from common stock, registered investment company shares)2015-10-12$62,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-12Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-10-12$0
Total dividends received from registered investment company shares (eg mutual funds)2015-10-12$62,537
Administrative expenses professional fees incurred2015-10-12$15,366
Was this plan covered by a fidelity bond2015-10-12Yes
Value of fidelity bond cover2015-10-12$5,000,000
If this is an individual account plan, was there a blackout period2015-10-12No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-12$0
Were there any nonexempt tranactions with any party-in-interest2015-10-12No
Contributions received from participants2015-10-12$39,424
Participant contributions at end of year2015-10-12$0
Participant contributions at beginning of year2015-10-12$30,070
Liabilities. Value of operating payables at end of year2015-10-12$0
Liabilities. Value of operating payables at beginning of year2015-10-12$30
Total non interest bearing cash at end of year2015-10-12$0
Total non interest bearing cash at beginning of year2015-10-12$1,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-12No
Value of net income/loss2015-10-12$-2,170,396
Value of net assets at end of year (total assets less liabilities)2015-10-12$0
Value of net assets at beginning of year (total assets less liabilities)2015-10-12$6,564,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-12No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-12No
Were any leases to which the plan was party in default or uncollectible2015-10-12No
Investment advisory and management fees2015-10-12$12,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-12$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-12$6,225,094
Interest on participant loans2015-10-12$756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-10-12$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-10-12$305,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-10-12$305,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-12$-53,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-12No
Was there a failure to transmit to the plan any participant contributions2015-10-12No
Has the plan failed to provide any benefit when due under the plan2015-10-12No
Contributions received in cash from employer2015-10-12$43,324
Employer contributions (assets) at end of year2015-10-12$0
Employer contributions (assets) at beginning of year2015-10-12$2,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-12$2,234,447
Assets. Corporate common stocks other than exployer securities at end of year2015-10-12$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-10-12$0
Did the plan have assets held for investment2015-10-12No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-12No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-12Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-12Yes
Opinion of an independent qualified public accountant for this plan2015-10-12Disclaimer
Accountancy firm name2015-10-12BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-10-12390859910
2014 : FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$30
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$30
Total income from all sources (including contributions)2014-12-31$680,916
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$450,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$417,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$334,182
Value of total assets at end of year2014-12-31$6,564,808
Value of total assets at beginning of year2014-12-31$6,334,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$32,907
Total interest from all sources2014-12-31$517
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$157,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$157,923
Administrative expenses professional fees incurred2014-12-31$19,449
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$167,685
Participant contributions at end of year2014-12-31$30,070
Participant contributions at beginning of year2014-12-31$15,418
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$369
Liabilities. Value of operating payables at end of year2014-12-31$30
Liabilities. Value of operating payables at beginning of year2014-12-31$30
Total non interest bearing cash at end of year2014-12-31$1,227
Total non interest bearing cash at beginning of year2014-12-31$27,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$230,331
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,564,778
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,334,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$13,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,225,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,004,836
Income. Interest from loans (other than to participants)2014-12-31$512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$305,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$284,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$284,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$188,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$166,128
Employer contributions (assets) at end of year2014-12-31$2,649
Employer contributions (assets) at beginning of year2014-12-31$2,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$417,678
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$30
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$80
Total income from all sources (including contributions)2013-12-31$1,724,245
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$392,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$363,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$676,797
Value of total assets at end of year2013-12-31$6,334,477
Value of total assets at beginning of year2013-12-31$5,002,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,673
Total interest from all sources2013-12-31$734
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$150,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$150,042
Administrative expenses professional fees incurred2013-12-31$11,707
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$750,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$325,705
Participant contributions at end of year2013-12-31$15,418
Participant contributions at beginning of year2013-12-31$13,408
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,663
Liabilities. Value of operating payables at end of year2013-12-31$30
Liabilities. Value of operating payables at beginning of year2013-12-31$80
Total non interest bearing cash at end of year2013-12-31$27,506
Total non interest bearing cash at beginning of year2013-12-31$17,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,332,006
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,334,447
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,002,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$16,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,004,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,740,228
Interest on participant loans2013-12-31$714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$284,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$227,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$227,691
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$896,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$342,429
Employer contributions (assets) at end of year2013-12-31$2,633
Employer contributions (assets) at beginning of year2013-12-31$2,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$363,566
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,190
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$80
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$860
Total income from all sources (including contributions)2012-12-31$1,143,422
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$639,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$611,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$594,108
Value of total assets at end of year2012-12-31$5,002,521
Value of total assets at beginning of year2012-12-31$4,499,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,110
Total interest from all sources2012-12-31$578
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$155,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$155,039
Administrative expenses professional fees incurred2012-12-31$12,231
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$750,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$292,006
Participant contributions at end of year2012-12-31$13,408
Participant contributions at beginning of year2012-12-31$15,513
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,341
Liabilities. Value of operating payables at end of year2012-12-31$80
Liabilities. Value of operating payables at beginning of year2012-12-31$860
Total non interest bearing cash at end of year2012-12-31$17,702
Total non interest bearing cash at beginning of year2012-12-31$15,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$503,668
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,002,441
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,498,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$15,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,740,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,201,062
Interest on participant loans2012-12-31$553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$227,691
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$255,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$255,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$393,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$298,761
Employer contributions (assets) at end of year2012-12-31$2,302
Employer contributions (assets) at beginning of year2012-12-31$2,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$611,644
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,190
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$9,726
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$200
Total income from all sources (including contributions)2011-12-31$467,850
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$387,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$359,920
Expenses. Certain deemed distributions of participant loans2011-12-31$999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$544,309
Value of total assets at end of year2011-12-31$4,499,633
Value of total assets at beginning of year2011-12-31$4,418,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,109
Total interest from all sources2011-12-31$603
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$124,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$124,563
Administrative expenses professional fees incurred2011-12-31$10,805
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$750,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$258,196
Participant contributions at end of year2011-12-31$15,513
Participant contributions at beginning of year2011-12-31$11,256
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,032
Liabilities. Value of operating payables at end of year2011-12-31$860
Liabilities. Value of operating payables at beginning of year2011-12-31$200
Total non interest bearing cash at end of year2011-12-31$15,808
Total non interest bearing cash at beginning of year2011-12-31$16,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$80,822
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,498,773
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,417,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$15,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,201,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,136,819
Interest on participant loans2011-12-31$578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$255,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$237,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$237,522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-201,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$274,081
Employer contributions (assets) at end of year2011-12-31$2,509
Employer contributions (assets) at beginning of year2011-12-31$28
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$359,920
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$9,726
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$15,938
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$190
Total income from all sources (including contributions)2010-12-31$1,018,806
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$200,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$178,789
Expenses. Certain deemed distributions of participant loans2010-12-31$2,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$508,356
Value of total assets at end of year2010-12-31$4,418,151
Value of total assets at beginning of year2010-12-31$3,599,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,927
Total interest from all sources2010-12-31$581
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$91,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$91,110
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$6,241
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$250,167
Participant contributions at end of year2010-12-31$11,256
Participant contributions at beginning of year2010-12-31$15,338
Participant contributions at beginning of year2010-12-31$6,859
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$25
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$200
Liabilities. Value of operating payables at beginning of year2010-12-31$190
Total non interest bearing cash at end of year2010-12-31$16,588
Total non interest bearing cash at beginning of year2010-12-31$190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$818,760
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,417,951
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,599,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$12,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,136,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,312,074
Interest on participant loans2010-12-31$558
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$237,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$230,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$230,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$23
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$418,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$258,189
Employer contributions (assets) at end of year2010-12-31$28
Employer contributions (assets) at beginning of year2010-12-31$13,892
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$178,789
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$15,938
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$20,247
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984

Form 5500 Responses for FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN

2015: FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FAMILY HEALTH ASSOCIATES OF LEWISTOWN HOSPITAL 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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