401k Plan data: HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN plan

HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN
Plan identification number	001

HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

HOLYOKE HEALTH CENTER INC has sponsored the creation of one or more 401k plans.

Company Name: HOLYOKE HEALTH CENTER INC

Employer identification number (EIN): 042492730

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-07-01 TERESA LAVELLE
001 2011-07-01 TERESA LAVELLE
001 2009-07-01 TERESA A. LAVELLE

Plan id#	Filing Submission Date	Name of Administrator
001	2012-07-01	TERESA LAVELLE
001	2011-07-01	TERESA LAVELLE
001	2009-07-01	TERESA A. LAVELLE

Plan Statistics for HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN

Measure Date Value
2012: HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 269
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 0
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 0
Number of participants with account balances 2012-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 292
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 192
Number of other retired or separated participants entitled to future benefits 2011-07-01 79
Total of all active and inactive participants 2011-07-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 271
Number of participants with account balances 2011-07-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 13
2009: HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 255
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 191
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 88
Total of all active and inactive participants 2009-07-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 279
Number of participants with account balances 2009-07-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 13

Measure	Date	Value
2012: HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	269
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	0
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	0
Number of participants with account balances	2012-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	292
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	192
Number of other retired or separated participants entitled to future benefits	2011-07-01	79
Total of all active and inactive participants	2011-07-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	271
Number of participants with account balances	2011-07-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	13
2009: HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	255
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	191
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	88
Total of all active and inactive participants	2009-07-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	279
Number of participants with account balances	2009-07-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	13

Financial Data on HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN

Measure	Date	Value
2013 : HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$166,570
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$1,288,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,287,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$0
Value of total assets at end of year	2013-06-30	$541,012
Value of total assets at beginning of year	2013-06-30	$1,663,353
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$1,377
Total interest from all sources	2013-06-30	$1,536
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-06-30	$0
Administrative expenses professional fees incurred	2013-06-30	$0
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$250,000
If this is an individual account plan, was there a blackout period	2013-06-30	Yes
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$0
Amount contributed by the employer to the plan for this plan year	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$0
Participant contributions at end of year	2013-06-30	$3,735
Participant contributions at beginning of year	2013-06-30	$17,020
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$0
Administrative expenses (other) incurred	2013-06-30	$1,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$-1,122,341
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$541,012
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$1,663,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$515,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,499,180
Interest on participant loans	2013-06-30	$507
Interest earned on other investments	2013-06-30	$1,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$22,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$31,153
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Net investment gain/loss from pooled separate accounts	2013-06-30	$165,034
Net gain/loss from 103.12 investment entities	2013-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$0
Employer contributions (assets) at end of year	2013-06-30	$0
Employer contributions (assets) at beginning of year	2013-06-30	$116,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,287,534
Contract administrator fees	2013-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	Yes
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	BKD LLP
Accountancy firm EIN	2013-06-30	440160260
2012 : HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total transfer of assets to this plan	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$126,606
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$69,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$68,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$116,000
Value of total assets at end of year	2012-06-30	$1,663,353
Value of total assets at beginning of year	2012-06-30	$1,605,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$473
Total interest from all sources	2012-06-30	$712
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$11,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$11,447
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$250,000
If this is an individual account plan, was there a blackout period	2012-06-30	Yes
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$0
Amount contributed by the employer to the plan for this plan year	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Participant contributions at end of year	2012-06-30	$17,020
Participant contributions at beginning of year	2012-06-30	$12,448
Other income not declared elsewhere	2012-06-30	$0
Administrative expenses (other) incurred	2012-06-30	$473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$57,598
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$1,663,353
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$1,605,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$1,499,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$1,523,658
Interest on participant loans	2012-06-30	$646
Interest earned on other investments	2012-06-30	$66
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$31,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$6,023
Net investment gain/loss from pooled separate accounts	2012-06-30	$-7,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$116,000
Employer contributions (assets) at end of year	2012-06-30	$116,000
Employer contributions (assets) at beginning of year	2012-06-30	$69,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$68,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	Yes
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	LESTER HALPERN & COMPANY PC
Accountancy firm EIN	2012-06-30	042653334
2011 : HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$255,958
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$32,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$32,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$69,649
Value of total assets at end of year	2011-06-30	$1,605,755
Value of total assets at beginning of year	2011-06-30	$1,382,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$470
Total interest from all sources	2011-06-30	$878
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$16,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$16,121
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$250,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Participant contributions at end of year	2011-06-30	$12,448
Participant contributions at beginning of year	2011-06-30	$13,528
Administrative expenses (other) incurred	2011-06-30	$470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$223,417
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$1,605,755
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,382,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$1,523,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,268,010
Interest on participant loans	2011-06-30	$878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$169,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$69,649
Employer contributions (assets) at end of year	2011-06-30	$69,649
Employer contributions (assets) at beginning of year	2011-06-30	$100,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$32,071
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	LESTER HALPERN & COMPANY, P.C.
Accountancy firm EIN	2011-06-30	042653334
2010 : HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN

2012: HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	Yes
2012-07-01	This submission is the final filing	Yes
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: HOLYOKE HEALTH CENTER, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HOLYOKE HEALTH CENTER INC
Employer identification number (EIN):	042492730
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers