ST. ALEXIUS HOSPITAL CORPORATION 1 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUCCESS HEALTHCARE 2, LLC 401(K) PLAN
Measure | Date | Value |
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2015 : SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-03-09 | $0 |
Total transfer of assets from this plan | 2015-03-09 | $5,501,070 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-09 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-09 | $0 |
Total income from all sources (including contributions) | 2015-03-09 | $246,950 |
Total loss/gain on sale of assets | 2015-03-09 | $0 |
Total of all expenses incurred | 2015-03-09 | $161,901 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-09 | $130,917 |
Value of total corrective distributions | 2015-03-09 | $30,379 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-09 | $108,006 |
Value of total assets at end of year | 2015-03-09 | $0 |
Value of total assets at beginning of year | 2015-03-09 | $5,416,021 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-09 | $605 |
Total interest from all sources | 2015-03-09 | $7,813 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-03-09 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-09 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-03-09 | $0 |
Was this plan covered by a fidelity bond | 2015-03-09 | Yes |
Value of fidelity bond cover | 2015-03-09 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-03-09 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-09 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-09 | No |
Contributions received from participants | 2015-03-09 | $108,006 |
Participant contributions at end of year | 2015-03-09 | $0 |
Participant contributions at beginning of year | 2015-03-09 | $54,535 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-09 | No |
Value of net income/loss | 2015-03-09 | $85,049 |
Value of net assets at end of year (total assets less liabilities) | 2015-03-09 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-03-09 | $5,416,021 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-09 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-09 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-03-09 | No |
Value of interest in pooled separate accounts at end of year | 2015-03-09 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-03-09 | $4,032,221 |
Interest on participant loans | 2015-03-09 | $256 |
Interest earned on other investments | 2015-03-09 | $7,557 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-03-09 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-03-09 | $1,329,265 |
Net investment gain/loss from pooled separate accounts | 2015-03-09 | $131,131 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-09 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-03-09 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-03-09 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-09 | $130,917 |
Contract administrator fees | 2015-03-09 | $605 |
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 | 2015-03-09 | Yes |
Did the plan have assets held for investment | 2015-03-09 | No |
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 | 2015-03-09 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-09 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-09 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-03-09 | Disclaimer |
Accountancy firm name | 2015-03-09 | MORRISON, BROWN, ARGIZ & FARRA LLP |
Accountancy firm EIN | 2015-03-09 | 010720052 |
2014 : SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $985,583 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $257,671 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $233,740 |
Value of total corrective distributions | 2014-12-31 | $19,713 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $667,973 |
Value of total assets at end of year | 2014-12-31 | $5,416,021 |
Value of total assets at beginning of year | 2014-12-31 | $4,688,109 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,218 |
Total interest from all sources | 2014-12-31 | $48,467 |
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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $662,624 |
Participant contributions at end of year | 2014-12-31 | $54,535 |
Participant contributions at beginning of year | 2014-12-31 | $78,336 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $5,349 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $727,912 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,416,021 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,688,109 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $4,032,221 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $3,379,539 |
Interest on participant loans | 2014-12-31 | $2,179 |
Interest earned on other investments | 2014-12-31 | $46,288 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,329,265 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,230,234 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $269,143 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $233,740 |
Contract administrator fees | 2014-12-31 | $4,218 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MORRISON, BROWN, ARGIZ & FARRA LLP |
Accountancy firm EIN | 2014-12-31 | 010720052 |
2013 : SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $1,474,678 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $515,901 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $479,457 |
Value of total corrective distributions | 2013-12-31 | $28,703 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $684,006 |
Value of total assets at end of year | 2013-12-31 | $4,688,109 |
Value of total assets at beginning of year | 2013-12-31 | $3,729,332 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $7,741 |
Total interest from all sources | 2013-12-31 | $43,173 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $661,758 |
Participant contributions at end of year | 2013-12-31 | $78,336 |
Participant contributions at beginning of year | 2013-12-31 | $40,618 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $22,248 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $958,777 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,688,109 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,729,332 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $3,379,539 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,688,862 |
Interest on participant loans | 2013-12-31 | $1,675 |
Interest earned on other investments | 2013-12-31 | $41,498 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,230,234 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $999,852 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $747,499 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $479,457 |
Contract administrator fees | 2013-12-31 | $7,741 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MARCUM LLP |
Accountancy firm EIN | 2013-12-31 | 111986323 |
2012 : SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $935,668 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $736,388 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $713,615 |
Value of total corrective distributions | 2012-12-31 | $13,546 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $564,618 |
Value of total assets at end of year | 2012-12-31 | $3,729,332 |
Value of total assets at beginning of year | 2012-12-31 | $3,530,052 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $9,227 |
Total interest from all sources | 2012-12-31 | $34,652 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $559,217 |
Participant contributions at end of year | 2012-12-31 | $40,618 |
Participant contributions at beginning of year | 2012-12-31 | $71,913 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $5,401 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $199,280 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,729,332 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,530,052 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $2,688,862 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,479,873 |
Interest on participant loans | 2012-12-31 | $1,730 |
Interest earned on other investments | 2012-12-31 | $32,922 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $999,852 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $978,266 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $336,398 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $713,615 |
Contract administrator fees | 2012-12-31 | $9,227 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MARCUM LLP |
Accountancy firm EIN | 2012-12-31 | 111986323 |
2011 : SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $696,682 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $581,719 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $552,027 |
Value of total corrective distributions | 2011-12-31 | $21,891 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $742,768 |
Value of total assets at end of year | 2011-12-31 | $3,530,052 |
Value of total assets at beginning of year | 2011-12-31 | $3,415,089 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $7,801 |
Total interest from all sources | 2011-12-31 | $31,281 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $642,148 |
Participant contributions at end of year | 2011-12-31 | $71,913 |
Participant contributions at beginning of year | 2011-12-31 | $57,329 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $100,620 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $114,963 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,530,052 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,415,089 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $2,479,873 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $2,466,798 |
Interest on participant loans | 2011-12-31 | $2,092 |
Interest earned on other investments | 2011-12-31 | $29,189 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $978,266 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $890,962 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-77,367 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $552,027 |
Contract administrator fees | 2011-12-31 | $7,801 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MARCUM, LLP |
Accountancy firm EIN | 2011-12-31 | 111986323 |