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401(K) PLAN FOR EMPLOYEES OF OKLAHOMA HEART HOSPITAL - SOUTH AND AFFILIATES 401k Plan overview

Plan Name401(K) PLAN FOR EMPLOYEES OF OKLAHOMA HEART HOSPITAL - SOUTH AND AFFILIATES
Plan identification number 001

401(K) PLAN FOR EMPLOYEES OF OKLAHOMA HEART HOSPITAL - SOUTH AND AFFILIATES 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

OKLAHOMA HEART HOSPITAL - SOUTH LLC has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA HEART HOSPITAL - SOUTH LLC
Employer identification number (EIN):261131547
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PLAN FOR EMPLOYEES OF OKLAHOMA HEART HOSPITAL - SOUTH AND AFFILIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01CAROL WALKER
0012010-01-01CAROL WALKER2011-10-14

Plan Statistics for 401(K) PLAN FOR EMPLOYEES OF OKLAHOMA HEART HOSPITAL - SOUTH AND AFFILIATES

401k plan membership statisitcs for 401(K) PLAN FOR EMPLOYEES OF OKLAHOMA HEART HOSPITAL - SOUTH AND AFFILIATES

Measure Date Value
2011: 401(K) PLAN FOR EMPLOYEES OF OKLAHOMA HEART HOSPITAL - SOUTH AND AFFILIATES 2011 401k membership
Total participants, beginning-of-year2011-01-01453
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on 401(K) PLAN FOR EMPLOYEES OF OKLAHOMA HEART HOSPITAL - SOUTH AND AFFILIATES

Measure Date Value
2011 : 401(K) PLAN FOR EMPLOYEES OF OKLAHOMA HEART HOSPITAL - SOUTH AND AFFILIATES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-02-28$0
Total transfer of assets from this plan2011-02-28$2,117,944
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total income from all sources (including contributions)2011-02-28$23,545
Total loss/gain on sale of assets2011-02-28$0
Total of all expenses incurred2011-02-28$7,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$7,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$0
Value of total assets at end of year2011-02-28$0
Value of total assets at beginning of year2011-02-28$2,101,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$0
Total interest from all sources2011-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-02-28$0
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$500,000
If this is an individual account plan, was there a blackout period2011-02-28No
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Participant contributions at end of year2011-02-28$0
Participant contributions at beginning of year2011-02-28$13,566
Total non interest bearing cash at end of year2011-02-28$0
Total non interest bearing cash at beginning of year2011-02-28$795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$16,308
Value of net assets at end of year (total assets less liabilities)2011-02-28$0
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$2,101,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$2,087,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-02-28$23,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28No
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$7,237
Did the plan have assets held for investment2011-02-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28Yes
Opinion of an independent qualified public accountant for this plan2011-02-28Disclaimer
Accountancy firm name2011-02-28BKD, LLC
Accountancy firm EIN2011-02-28440160260

Form 5500 Responses for 401(K) PLAN FOR EMPLOYEES OF OKLAHOMA HEART HOSPITAL - SOUTH AND AFFILIATES

2011: 401(K) PLAN FOR EMPLOYEES OF OKLAHOMA HEART HOSPITAL - SOUTH AND AFFILIATES 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 filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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