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401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 401k Plan overview

Plan Name401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC.
Plan identification number 001

401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAMARITAN FAMILY CARE has sponsored the creation of one or more 401k plans.

Company Name:SAMARITAN FAMILY CARE
Employer identification number (EIN):311299450
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SAMARITAN FAMILY CARE

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1990-04-30
Company Identification Number: 772191
Legal Registered Office Address: 110 N. MAIN ST.
STE 900
DAYTON
United States of America (USA)
45402

More information about SAMARITAN FAMILY CARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01JEANNA SEVERT
0012016-01-01JEANNA SEVERT
0012015-01-01JEANNA SEVERT
0012014-01-01JEANNA SEVERT
0012013-01-01JEANNA SEVERT
0012012-01-01JEANNA SEVERT
0012011-01-01JEANNA SEVERT
0012009-01-01JEANNA SEVERT BRIAN GANTT2010-10-14

Plan Statistics for 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC.

401k plan membership statisitcs for 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC.

Measure Date Value
2017: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01219
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01277
Total number of active participants reported on line 7a of the Form 55002016-01-01258
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01294
Number of participants with account balances2016-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01285
Total number of active participants reported on line 7a of the Form 55002015-01-01244
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01281
Number of participants with account balances2015-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01279
Total number of active participants reported on line 7a of the Form 55002014-01-01249
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01288
Number of participants with account balances2014-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01210
Total number of active participants reported on line 7a of the Form 55002013-01-01195
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01223
Number of participants with account balances2013-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01205
Total number of active participants reported on line 7a of the Form 55002012-01-01185
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01210
Number of participants with account balances2012-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01170
Total number of active participants reported on line 7a of the Form 55002011-01-01177
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01205
Number of participants with account balances2011-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01181
Total number of active participants reported on line 7a of the Form 55002009-01-01158
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01183
Number of participants with account balances2009-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC.

Measure Date Value
2017 : 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$4,090,991
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$455,136
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$588,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$570,448
Expenses. Certain deemed distributions of participant loans2017-12-31$9,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$4,223,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,712
Total interest from all sources2017-12-31$5,216
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$112,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$112,209
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$423,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at beginning of year2017-12-31$98,981
Other income not declared elsewhere2017-12-31$4,437
Administrative expenses (other) incurred2017-12-31$7,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-132,961
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,223,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,437,098
Interest on participant loans2017-12-31$5,216
Value of interest in common/collective trusts at beginning of year2017-12-31$1,682,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$220,488
Net investment gain or loss from common/collective trusts2017-12-31$112,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$5,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$570,448
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK SCHAEFER HACKETT & CO
Accountancy firm EIN2017-12-31310800053
2016 : 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$220,068
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,523,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,510,902
Expenses. Certain deemed distributions of participant loans2016-12-31$2,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,378
Value of total assets at end of year2016-12-31$4,223,952
Value of total assets at beginning of year2016-12-31$5,527,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,563
Total interest from all sources2016-12-31$3,560
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$99,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$99,706
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$98,981
Participant contributions at beginning of year2016-12-31$56,914
Participant contributions at beginning of year2016-12-31$3,991
Other income not declared elsewhere2016-12-31$9,964
Administrative expenses (other) incurred2016-12-31$10,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,303,866
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,223,952
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,527,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,437,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,663,647
Interest on participant loans2016-12-31$3,560
Value of interest in common/collective trusts at end of year2016-12-31$1,682,763
Value of interest in common/collective trusts at beginning of year2016-12-31$2,663,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$62,372
Net investment gain or loss from common/collective trusts2016-12-31$41,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,378
Employer contributions (assets) at end of year2016-12-31$5,110
Employer contributions (assets) at beginning of year2016-12-31$140,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,510,902
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK SCHAEFER HACKETT & CO
Accountancy firm EIN2016-12-31310800053
2015 : 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$226,767
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$766,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$730,685
Expenses. Certain deemed distributions of participant loans2015-12-31$23,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$293,285
Value of total assets at end of year2015-12-31$5,527,818
Value of total assets at beginning of year2015-12-31$6,067,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,990
Total interest from all sources2015-12-31$3,614
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$162,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$162,584
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$153,063
Participant contributions at end of year2015-12-31$56,914
Participant contributions at beginning of year2015-12-31$61,521
Participant contributions at end of year2015-12-31$3,991
Other income not declared elsewhere2015-12-31$11,014
Administrative expenses (other) incurred2015-12-31$11,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-539,240
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,527,818
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,067,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,663,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,948,494
Interest on participant loans2015-12-31$3,614
Value of interest in common/collective trusts at end of year2015-12-31$2,663,044
Value of interest in common/collective trusts at beginning of year2015-12-31$2,919,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-238,306
Net investment gain or loss from common/collective trusts2015-12-31$-5,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$140,222
Employer contributions (assets) at end of year2015-12-31$140,222
Employer contributions (assets) at beginning of year2015-12-31$137,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$730,685
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARK SCHAEFER HACKETT & CO
Accountancy firm EIN2015-12-31310800053
2014 : 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$582,003
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$394,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$377,131
Expenses. Certain deemed distributions of participant loans2014-12-31$14,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$296,794
Value of total assets at end of year2014-12-31$6,067,058
Value of total assets at beginning of year2014-12-31$5,879,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,504
Total interest from all sources2014-12-31$3,560
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$159,535
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$159,535
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$159,597
Participant contributions at end of year2014-12-31$61,521
Participant contributions at beginning of year2014-12-31$98,685
Other income not declared elsewhere2014-12-31$2,708
Administrative expenses (other) incurred2014-12-31$3,504
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$187,321
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,067,058
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,879,737
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,948,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,677,413
Interest on participant loans2014-12-31$3,560
Value of interest in common/collective trusts at end of year2014-12-31$2,919,846
Value of interest in common/collective trusts at beginning of year2014-12-31$2,955,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$20,344
Net investment gain or loss from common/collective trusts2014-12-31$99,062
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$137,197
Employer contributions (assets) at end of year2014-12-31$137,197
Employer contributions (assets) at beginning of year2014-12-31$148,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$377,131
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 name2014-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,029,121
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$952,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$940,707
Expenses. Certain deemed distributions of participant loans2013-12-31$695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$298,169
Value of total assets at end of year2013-12-31$5,879,737
Value of total assets at beginning of year2013-12-31$5,802,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,929
Total interest from all sources2013-12-31$-1,891
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$98,588
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$98,588
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$149,846
Participant contributions at end of year2013-12-31$98,685
Participant contributions at beginning of year2013-12-31$76,880
Other income not declared elsewhere2013-12-31$9,912
Administrative expenses (other) incurred2013-12-31$10,929
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$76,790
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,879,737
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,802,947
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,677,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,255,782
Interest on participant loans2013-12-31$3,812
Interest earned on other investments2013-12-31$-5,703
Value of interest in common/collective trusts at end of year2013-12-31$2,955,316
Value of interest in common/collective trusts at beginning of year2013-12-31$2,321,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$380,506
Net investment gain or loss from common/collective trusts2013-12-31$243,837
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$148,323
Employer contributions (assets) at end of year2013-12-31$148,323
Employer contributions (assets) at beginning of year2013-12-31$148,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$940,707
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 name2013-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$853,603
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$451,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$440,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$299,944
Value of total assets at end of year2012-12-31$5,802,947
Value of total assets at beginning of year2012-12-31$5,401,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,305
Total interest from all sources2012-12-31$-5,829
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$107,389
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$107,389
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$145,415
Participant contributions at end of year2012-12-31$76,880
Participant contributions at beginning of year2012-12-31$69,762
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,474
Other income not declared elsewhere2012-12-31$10,008
Administrative expenses (other) incurred2012-12-31$11,305
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$401,792
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,802,947
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,401,155
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,255,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,674,916
Interest on participant loans2012-12-31$2,830
Interest earned on other investments2012-12-31$-8,659
Value of interest in common/collective trusts at end of year2012-12-31$2,321,528
Value of interest in common/collective trusts at beginning of year2012-12-31$2,517,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$332,172
Net investment gain or loss from common/collective trusts2012-12-31$109,919
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$140,055
Employer contributions (assets) at end of year2012-12-31$148,757
Employer contributions (assets) at beginning of year2012-12-31$139,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$440,506
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 name2012-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$291,483
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$84,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$72,322
Expenses. Certain deemed distributions of participant loans2011-12-31$1,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$264,458
Value of total assets at end of year2011-12-31$5,401,155
Value of total assets at beginning of year2011-12-31$5,194,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,113
Total interest from all sources2011-12-31$2,296
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$58,198
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$58,198
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$125,332
Participant contributions at end of year2011-12-31$69,762
Participant contributions at beginning of year2011-12-31$60,525
Other income not declared elsewhere2011-12-31$9,783
Administrative expenses (other) incurred2011-12-31$11,113
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$206,577
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,401,155
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,194,578
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,674,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,626,491
Interest on participant loans2011-12-31$2,296
Value of interest in common/collective trusts at end of year2011-12-31$2,517,351
Value of interest in common/collective trusts at beginning of year2011-12-31$2,376,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-104,077
Net investment gain or loss from common/collective trusts2011-12-31$60,825
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$139,126
Employer contributions (assets) at end of year2011-12-31$139,126
Employer contributions (assets) at beginning of year2011-12-31$131,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$72,322
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 name2011-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$636,894
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$159,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$148,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$258,984
Value of total assets at end of year2010-12-31$5,194,578
Value of total assets at beginning of year2010-12-31$4,716,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,440
Total interest from all sources2010-12-31$2,319
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$28,221
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$28,221
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$112,244
Participant contributions at end of year2010-12-31$60,525
Participant contributions at beginning of year2010-12-31$41,594
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,212
Other income not declared elsewhere2010-12-31$3,071
Administrative expenses (other) incurred2010-12-31$10,440
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$477,823
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,194,578
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,716,755
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,626,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,404,761
Interest on participant loans2010-12-31$2,319
Value of interest in common/collective trusts at end of year2010-12-31$2,376,034
Value of interest in common/collective trusts at beginning of year2010-12-31$2,141,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$266,730
Net investment gain or loss from common/collective trusts2010-12-31$77,569
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
Contributions received in cash from employer2010-12-31$131,528
Employer contributions (assets) at end of year2010-12-31$131,528
Employer contributions (assets) at beginning of year2010-12-31$128,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$148,631
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
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 name2010-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC.

2017: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 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 filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 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: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 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: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 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: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 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
2009: 401 (K) PROFIT SHARING PLAN OF SAMARITAN FAMILY CARE, INC. 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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