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THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 401k Plan overview

Plan NameTHE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN
Plan identification number 004

THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PRINCETON HEALTHCARE SYSTEM DBA PENN MEDICINE PRINCETON HEALTH has sponsored the creation of one or more 401k plans.

Company Name:PRINCETON HEALTHCARE SYSTEM DBA PENN MEDICINE PRINCETON HEALTH
Employer identification number (EIN):210635009
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01CHRISTIANE SCHMIDT
0042016-01-01CHRISTIANE SCHMIDT
0042015-01-01CHRISTIANE SCHMIDT
0042015-01-01CHRISTIANE SCHMIDT
0042014-01-01CHRISTIANE SCHMIDT
0042013-01-01CHRISTIANE SCHMIDT
0042012-01-01CHRISTIANE SCHMIDT

Plan Statistics for THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN

401k plan membership statisitcs for THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN

Measure Date Value
2020: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,818
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,344
Total number of active participants reported on line 7a of the Form 55002019-01-012,634
Number of retired or separated participants receiving benefits2019-01-0137
Number of other retired or separated participants entitled to future benefits2019-01-011,084
Total of all active and inactive participants2019-01-013,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-013,764
Number of participants with account balances2019-01-013,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0174
2018: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,056
Total number of active participants reported on line 7a of the Form 55002018-01-013,368
Number of retired or separated participants receiving benefits2018-01-0126
Number of other retired or separated participants entitled to future benefits2018-01-01936
Total of all active and inactive participants2018-01-014,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-014,337
Number of participants with account balances2018-01-013,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0184
2017: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,777
Total number of active participants reported on line 7a of the Form 55002017-01-013,295
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-01734
Total of all active and inactive participants2017-01-014,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-014,056
Number of participants with account balances2017-01-012,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0183
2016: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,748
Total number of active participants reported on line 7a of the Form 55002016-01-013,220
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-01537
Total of all active and inactive participants2016-01-013,772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-013,777
Number of participants with account balances2016-01-012,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0180
2015: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01271
Total number of active participants reported on line 7a of the Form 55002015-01-012,234
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-01493
Total of all active and inactive participants2015-01-012,745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-012,748
Number of participants with account balances2015-01-012,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0176
2014: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,520
Total number of active participants reported on line 7a of the Form 55002014-01-012,175
Number of retired or separated participants receiving benefits2014-01-0113
Number of other retired or separated participants entitled to future benefits2014-01-01483
Total of all active and inactive participants2014-01-012,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-012,672
Number of participants with account balances2014-01-012,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0155
2013: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,059
Total number of active participants reported on line 7a of the Form 55002013-01-012,226
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01265
Total of all active and inactive participants2013-01-012,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,491
Number of participants with account balances2013-01-012,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0130
2012: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,915
Total number of active participants reported on line 7a of the Form 55002012-01-012,033
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,033
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN

Measure Date Value
2020 : THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$55,463,849
Total income from all sources (including contributions)2020-12-31$15,422,852
Total of all expenses incurred2020-12-31$2,494,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,487,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,485,055
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$42,535,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,629
Total interest from all sources2020-12-31$84
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$841,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$841,713
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$6,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,928,439
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,535,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,917,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$47,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$47,762
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$84
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,096,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,485,055
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$5,570,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,487,784
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2020-12-31222027092
2019 : THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$11,523,552
Total income from all sources (including contributions)2019-12-31$11,523,552
Total of all expenses incurred2019-12-31$1,472,166
Total of all expenses incurred2019-12-31$1,472,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,464,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,464,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,570,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,570,377
Value of total assets at end of year2019-12-31$42,535,410
Value of total assets at end of year2019-12-31$42,535,410
Value of total assets at beginning of year2019-12-31$32,484,024
Value of total assets at beginning of year2019-12-31$32,484,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,592
Total interest from all sources2019-12-31$337
Total interest from all sources2019-12-31$337
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$835,713
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$835,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$835,713
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$835,713
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$7,592
Administrative expenses (other) incurred2019-12-31$7,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,051,386
Value of net income/loss2019-12-31$10,051,386
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,535,410
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,535,410
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,484,024
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,484,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,917,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,917,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,819,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,819,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$47,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$47,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$91,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$91,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$91,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$91,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,117,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,117,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,570,377
Contributions received in cash from employer2019-12-31$5,570,377
Employer contributions (assets) at end of year2019-12-31$5,570,378
Employer contributions (assets) at end of year2019-12-31$5,570,378
Employer contributions (assets) at beginning of year2019-12-31$5,573,139
Employer contributions (assets) at beginning of year2019-12-31$5,573,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,464,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,464,574
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUM SMITH & BROWN
Accountancy firm name2019-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2019-12-31222027092
Accountancy firm EIN2019-12-31222027092
2018 : THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,912,215
Total of all expenses incurred2018-12-31$1,280,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,275,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,573,139
Value of total assets at end of year2018-12-31$32,484,024
Value of total assets at beginning of year2018-12-31$29,852,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,045
Total interest from all sources2018-12-31$196
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$679,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$679,389
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$5,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,631,219
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,484,024
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,852,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,819,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,581,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$91,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$64,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$64,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,340,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,573,139
Employer contributions (assets) at end of year2018-12-31$5,573,139
Employer contributions (assets) at beginning of year2018-12-31$5,206,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,275,951
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2018-12-31222027092
2017 : THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$8,486,404
Total of all expenses incurred2017-12-31$1,046,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,041,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,206,976
Value of total assets at end of year2017-12-31$29,852,805
Value of total assets at beginning of year2017-12-31$22,413,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,160
Total interest from all sources2017-12-31$47
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$475,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$475,784
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$5,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,439,549
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,852,805
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,413,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,581,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,463,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$64,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$102,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$102,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$47
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,803,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,206,976
Employer contributions (assets) at end of year2017-12-31$5,206,976
Employer contributions (assets) at beginning of year2017-12-31$4,847,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,041,695
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2017-12-31222027092
2016 : THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,705,918
Total of all expenses incurred2016-12-31$840,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$834,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,569,322
Value of total assets at end of year2016-12-31$22,413,256
Value of total assets at beginning of year2016-12-31$17,548,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,995
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$341,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$341,385
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$5,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,865,179
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,413,256
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,548,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,463,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,410,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$102,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$344,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$344,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$795,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,569,322
Employer contributions (assets) at end of year2016-12-31$4,847,180
Employer contributions (assets) at beginning of year2016-12-31$4,793,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$834,744
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2016-12-31222027092
2015 : THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,403,333
Total of all expenses incurred2015-12-31$394,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$392,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,603,533
Value of total assets at end of year2015-12-31$17,548,077
Value of total assets at beginning of year2015-12-31$13,539,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,837
Total interest from all sources2015-12-31$20
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$277,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$277,138
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$2,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,008,366
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,548,077
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,539,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,410,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,940,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$344,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$215,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$215,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-477,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,603,533
Employer contributions (assets) at end of year2015-12-31$4,793,579
Employer contributions (assets) at beginning of year2015-12-31$4,384,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$392,130
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2015-12-31222027092
2014 : THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$4,744,077
Total of all expenses incurred2014-12-31$324,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$323,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,386,462
Value of total assets at end of year2014-12-31$13,539,711
Value of total assets at beginning of year2014-12-31$9,120,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$973
Total interest from all sources2014-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$174,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$174,792
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$973
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$4,419,543
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,539,711
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,120,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,940,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,630,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$215,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$65,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$65,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$182,811
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$4,386,462
Employer contributions (assets) at end of year2014-12-31$4,384,359
Employer contributions (assets) at beginning of year2014-12-31$4,424,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$323,561
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2014-12-31222027092
2013 : THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,878,641
Total of all expenses incurred2013-12-31$107,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$106,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,424,349
Value of total assets at end of year2013-12-31$9,120,168
Value of total assets at beginning of year2013-12-31$4,348,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$100
Total interest from all sources2013-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$81,383
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$81,383
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$100
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$4,771,567
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,120,168
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,348,601
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$4,630,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$65,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$372,907
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$4,424,349
Employer contributions (assets) at end of year2013-12-31$4,424,349
Employer contributions (assets) at beginning of year2013-12-31$4,348,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$106,974
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2013-12-31222027092
2012 : THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,348,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,348,601
Value of total assets at end of year2012-12-31$4,348,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
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$4,348,601
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,348,601
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
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$4,348,601
Employer contributions (assets) at end of year2012-12-31$4,348,601
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2012-12-31222027092

Form 5500 Responses for THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN

2020: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE PRINCETON HEALTHCARE SYSTEM RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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