NEW MILFORD HOSPITAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEW MILFORD HOSPITAL 403(B) PLAN
| Measure | Date | Value |
|---|
| 2013 : NEW MILFORD HOSPITAL 403(B) PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
| Total income from all sources (including contributions) | 2013-09-30 | $1,274,740 |
| Total loss/gain on sale of assets | 2013-09-30 | $0 |
| Total of all expenses incurred | 2013-09-30 | $1,369,152 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $1,345,266 |
| Expenses. Certain deemed distributions of participant loans | 2013-09-30 | $20,631 |
| Value of total corrective distributions | 2013-09-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $43,894 |
| Value of total assets at end of year | 2013-09-30 | $11,130,449 |
| Value of total assets at beginning of year | 2013-09-30 | $11,224,861 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $3,255 |
| Total interest from all sources | 2013-09-30 | $12,774 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $233,626 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-09-30 | $233,626 |
| Administrative expenses professional fees incurred | 2013-09-30 | $0 |
| Was this plan covered by a fidelity bond | 2013-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
| Contributions received from participants | 2013-09-30 | $0 |
| Participant contributions at end of year | 2013-09-30 | $86,232 |
| Participant contributions at beginning of year | 2013-09-30 | $147,399 |
| Assets. Other investments not covered elsewhere at end of year | 2013-09-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-09-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-09-30 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-09-30 | $0 |
| Other income not declared elsewhere | 2013-09-30 | $0 |
| Administrative expenses (other) incurred | 2013-09-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
| Value of net income/loss | 2013-09-30 | $-94,412 |
| Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $11,130,449 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $11,224,861 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
| Investment advisory and management fees | 2013-09-30 | $1 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $10,278,263 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $10,253,986 |
| Value of interest in pooled separate accounts at end of year | 2013-09-30 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2013-09-30 | $0 |
| Interest on participant loans | 2013-09-30 | $4,433 |
| Interest earned on other investments | 2013-09-30 | $8,341 |
| Value of interest in common/collective trusts at end of year | 2013-09-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2013-09-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-09-30 | $765,954 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-09-30 | $823,476 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-09-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-09-30 | $984,446 |
| Net investment gain/loss from pooled separate accounts | 2013-09-30 | $0 |
| Net investment gain or loss from common/collective trusts | 2013-09-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
| Assets. Invements in employer securities at end of year | 2013-09-30 | $0 |
| Assets. Invements in employer securities at beginning of year | 2013-09-30 | $0 |
| Contributions received in cash from employer | 2013-09-30 | $43,894 |
| Income. Dividends from common stock | 2013-09-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $1,345,266 |
| Contract administrator fees | 2013-09-30 | $3,254 |
| Did the plan have assets held for investment | 2013-09-30 | 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 | 2013-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Disclaimer |
| 2012 : NEW MILFORD HOSPITAL 403(B) PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
| Total income from all sources (including contributions) | 2012-09-30 | $2,938,720 |
| Total loss/gain on sale of assets | 2012-09-30 | $0 |
| Total of all expenses incurred | 2012-09-30 | $1,313,993 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $1,310,922 |
| Expenses. Certain deemed distributions of participant loans | 2012-09-30 | $0 |
| Value of total corrective distributions | 2012-09-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $1,302,565 |
| Value of total assets at end of year | 2012-09-30 | $11,224,861 |
| Value of total assets at beginning of year | 2012-09-30 | $9,600,134 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $3,071 |
| Total interest from all sources | 2012-09-30 | $21,851 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $278,774 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-09-30 | $278,774 |
| Administrative expenses professional fees incurred | 2012-09-30 | $0 |
| Was this plan covered by a fidelity bond | 2012-09-30 | No |
| Contributions received from participants | 2012-09-30 | $579,263 |
| Participant contributions at end of year | 2012-09-30 | $147,399 |
| Participant contributions at beginning of year | 2012-09-30 | $157,363 |
| Assets. Other investments not covered elsewhere at end of year | 2012-09-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-09-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-09-30 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-09-30 | $0 |
| Other income not declared elsewhere | 2012-09-30 | $0 |
| Administrative expenses (other) incurred | 2012-09-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
| Value of net income/loss | 2012-09-30 | $1,624,727 |
| Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $11,224,861 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $9,600,134 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
| Investment advisory and management fees | 2012-09-30 | $1 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-09-30 | $10,253,986 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-30 | $8,523,410 |
| Value of interest in pooled separate accounts at end of year | 2012-09-30 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2012-09-30 | $0 |
| Interest on participant loans | 2012-09-30 | $5,985 |
| Interest earned on other investments | 2012-09-30 | $15,866 |
| Value of interest in common/collective trusts at end of year | 2012-09-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2012-09-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-09-30 | $823,476 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-09-30 | $919,361 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-09-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-09-30 | $1,335,530 |
| Net investment gain/loss from pooled separate accounts | 2012-09-30 | $0 |
| Net investment gain or loss from common/collective trusts | 2012-09-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
| Assets. Invements in employer securities at end of year | 2012-09-30 | $0 |
| Assets. Invements in employer securities at beginning of year | 2012-09-30 | $0 |
| Contributions received in cash from employer | 2012-09-30 | $723,302 |
| Income. Dividends from common stock | 2012-09-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $1,310,922 |
| Contract administrator fees | 2012-09-30 | $3,070 |
| Did the plan have assets held for investment | 2012-09-30 | 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 | 2012-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
| 2011 : NEW MILFORD HOSPITAL 403(B) PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-09-30 | $1,234,522 |
| Total unrealized appreciation/depreciation of assets | 2011-09-30 | $1,234,522 |
| Total transfer of assets to this plan | 2011-09-30 | $600,417 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
| Total income from all sources (including contributions) | 2011-09-30 | $2,983,957 |
| Total loss/gain on sale of assets | 2011-09-30 | $0 |
| Total of all expenses incurred | 2011-09-30 | $375,865 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $371,931 |
| Expenses. Certain deemed distributions of participant loans | 2011-09-30 | $0 |
| Value of total corrective distributions | 2011-09-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $3,417,890 |
| Value of total assets at end of year | 2011-09-30 | $9,600,134 |
| Value of total assets at beginning of year | 2011-09-30 | $6,391,625 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $3,934 |
| Total interest from all sources | 2011-09-30 | $16,816 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $174,302 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-09-30 | $174,302 |
| Administrative expenses professional fees incurred | 2011-09-30 | $0 |
| Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
| Value of fidelity bond cover | 2011-09-30 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
| Contributions received from participants | 2011-09-30 | $1,756,170 |
| Participant contributions at end of year | 2011-09-30 | $157,363 |
| Participant contributions at beginning of year | 2011-09-30 | $99,566 |
| Assets. Other investments not covered elsewhere at end of year | 2011-09-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-09-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-09-30 | $159,159 |
| Other income not declared elsewhere | 2011-09-30 | $0 |
| Administrative expenses (other) incurred | 2011-09-30 | $10 |
| Total non interest bearing cash at beginning of year | 2011-09-30 | $52 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
| Value of net income/loss | 2011-09-30 | $2,608,092 |
| Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $9,600,134 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $6,391,625 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
| Investment advisory and management fees | 2011-09-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-09-30 | $8,523,410 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-09-30 | $5,569,836 |
| Value of interest in pooled separate accounts at end of year | 2011-09-30 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2011-09-30 | $0 |
| Interest on participant loans | 2011-09-30 | $5,223 |
| Interest earned on other investments | 2011-09-30 | $11,593 |
| Value of interest in common/collective trusts at end of year | 2011-09-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2011-09-30 | $722,171 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-09-30 | $919,361 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-09-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-09-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-09-30 | $-1,859,573 |
| Net investment gain/loss from pooled separate accounts | 2011-09-30 | $0 |
| Net investment gain or loss from common/collective trusts | 2011-09-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
| Assets. Invements in employer securities at end of year | 2011-09-30 | $0 |
| Assets. Invements in employer securities at beginning of year | 2011-09-30 | $0 |
| Contributions received in cash from employer | 2011-09-30 | $1,502,561 |
| Income. Dividends from common stock | 2011-09-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $371,931 |
| Contract administrator fees | 2011-09-30 | $3,924 |
| Did the plan have assets held for investment | 2011-09-30 | 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 | 2011-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Disclaimer |
| 2010 : NEW MILFORD HOSPITAL 403(B) PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
