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LAKE REGION MEDICAL 401(K) PLAN 401k Plan overview

Plan NameLAKE REGION MEDICAL 401(K) PLAN
Plan identification number 001

LAKE REGION MEDICAL 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(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

LAKE REGION MANUFACTURING, INC. has sponsored the creation of one or more 401k plans.

Company Name:LAKE REGION MANUFACTURING, INC.
Employer identification number (EIN):411765047
NAIC Classification:339110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE REGION MEDICAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01DEB OBER DEB OBER2015-10-07
0012014-01-01DEB OBER
0012013-01-01DEB OBER
0012012-01-01DAVID MEYER DAVID MEYER2013-08-01
0012011-01-01DAVID MEYER
0012009-01-01DAVID MEYER

Plan Statistics for LAKE REGION MEDICAL 401(K) PLAN

401k plan membership statisitcs for LAKE REGION MEDICAL 401(K) PLAN

Measure Date Value
2014: LAKE REGION MEDICAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01860
Total number of active participants reported on line 7a of the Form 55002014-01-01726
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0193
Total of all active and inactive participants2014-01-01819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01823
Number of participants with account balances2014-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: LAKE REGION MEDICAL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01927
Total number of active participants reported on line 7a of the Form 55002013-01-01767
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0189
Total of all active and inactive participants2013-01-01856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01858
Number of participants with account balances2013-01-01798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: LAKE REGION MEDICAL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01866
Total number of active participants reported on line 7a of the Form 55002012-01-01783
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0198
Total of all active and inactive participants2012-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01882
Number of participants with account balances2012-01-01818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: LAKE REGION MEDICAL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01833
Total number of active participants reported on line 7a of the Form 55002011-01-01764
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0197
Total of all active and inactive participants2011-01-01861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01862
Number of participants with account balances2011-01-01788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: LAKE REGION MEDICAL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01814
Total number of active participants reported on line 7a of the Form 55002009-01-01725
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0188
Total of all active and inactive participants2009-01-01813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01813
Number of participants with account balances2009-01-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on LAKE REGION MEDICAL 401(K) PLAN

Measure Date Value
2014 : LAKE REGION MEDICAL 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$44,398,936
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$15,474
Total income from all sources (including contributions)2014-12-31$5,818,512
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,854,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,835,909
Value of total corrective distributions2014-12-31$18,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,650,206
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$44,449,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$2,084,068
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$2,724,077
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$15,474
Other income not declared elsewhere2014-12-31$6
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-35,530
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$44,434,466
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 beginning of year2014-12-31$40,145,815
Income. Interest from corporate debt instruments2014-12-31$2,084,068
Value of interest in common/collective trusts at beginning of year2014-12-31$849,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,431,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,431,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,054
Net investment gain or loss from common/collective trusts2014-12-31$77,178
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$920,200
Employer contributions (assets) at beginning of year2014-12-31$23,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,835,909
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 name2014-12-31GRANT THORNTON, LLP
Accountancy firm EIN2014-12-31366055558
2013 : LAKE REGION MEDICAL 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$15,474
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$10,715,206
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,071,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,071,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,512,393
Value of total assets at end of year2013-12-31$44,449,940
Value of total assets at beginning of year2013-12-31$36,791,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$468,343
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$468,343
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$2,540,471
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$75,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$15,474
Other income not declared elsewhere2013-12-31$57
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$7,643,213
Value of net assets at end of year (total assets less liabilities)2013-12-31$44,434,466
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,791,253
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$40,145,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,560,964
Value of interest in common/collective trusts at end of year2013-12-31$849,355
Value of interest in common/collective trusts at beginning of year2013-12-31$363,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,431,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,844,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,844,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,584,587
Net investment gain or loss from common/collective trusts2013-12-31$149,826
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$896,488
Employer contributions (assets) at end of year2013-12-31$23,508
Employer contributions (assets) at beginning of year2013-12-31$22,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,071,993
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 name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31366055558
2012 : LAKE REGION MEDICAL 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$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$7,855,828
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,202,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,202,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,470,773
Value of total assets at end of year2012-12-31$36,791,253
Value of total assets at beginning of year2012-12-31$31,138,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$650,127
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$650,127
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$2,418,245
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$187,284
Other income not declared elsewhere2012-12-31$458
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$5,653,001
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,791,253
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,138,252
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$32,560,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,054,446
Value of interest in common/collective trusts at end of year2012-12-31$363,499
Value of interest in common/collective trusts at beginning of year2012-12-31$325,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,844,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,740,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,740,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,678,167
Net investment gain or loss from common/collective trusts2012-12-31$56,303
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$865,244
Employer contributions (assets) at end of year2012-12-31$22,402
Employer contributions (assets) at beginning of year2012-12-31$17,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,202,827
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 name2012-12-31GRANT THORNTON, LLP
Accountancy firm EIN2012-12-31366055558
2011 : LAKE REGION MEDICAL 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$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$1,853,002
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,457,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,457,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,119,168
Value of total assets at end of year2011-12-31$31,138,252
Value of total assets at beginning of year2011-12-31$31,742,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$484,125
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$484,125
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$2,279,867
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,328
Other income not declared elsewhere2011-12-31$157
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-604,048
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,138,252
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$31,742,300
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$27,054,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,740,637
Value of interest in common/collective trusts at end of year2011-12-31$325,844
Value of interest in common/collective trusts at beginning of year2011-12-31$213,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,740,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,788,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,788,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,729,694
Net investment gain or loss from common/collective trusts2011-12-31$-20,754
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$832,973
Employer contributions (assets) at end of year2011-12-31$17,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,457,050
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 name2011-12-31GRANT THORNTON, LLP
Accountancy firm EIN2011-12-31366055558
2010 : LAKE REGION MEDICAL 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$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$6,646,629
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,066,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,066,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,004,148
Value of total assets at end of year2010-12-31$31,742,300
Value of total assets at beginning of year2010-12-31$27,161,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$408
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$480,410
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$480,410
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$2,197,630
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
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$4,580,585
Value of net assets at end of year (total assets less liabilities)2010-12-31$31,742,300
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$27,161,715
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$27,740,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,929,326
Value of interest in common/collective trusts at end of year2010-12-31$213,624
Value of interest in common/collective trusts at beginning of year2010-12-31$42,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,788,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,190,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,190,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,133,949
Net investment gain or loss from common/collective trusts2010-12-31$27,714
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$806,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,066,044
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 name2010-12-31GRANT THORNTON, LLP
Accountancy firm EIN2010-12-31366055558
2009 : LAKE REGION MEDICAL 401(K) PLAN 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 LAKE REGION MEDICAL 401(K) PLAN

2014: LAKE REGION MEDICAL 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: LAKE REGION MEDICAL 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: LAKE REGION MEDICAL 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: LAKE REGION MEDICAL 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
2009: LAKE REGION MEDICAL 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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