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JONES MEMORIAL HOSPITAL PENSION PLAN 401k Plan overview

Plan NameJONES MEMORIAL HOSPITAL PENSION PLAN
Plan identification number 001

JONES MEMORIAL HOSPITAL PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

JONES MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:JONES MEMORIAL HOSPITAL
Employer identification number (EIN):222807681
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONES MEMORIAL HOSPITAL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01KRISTOPHER GREEN
0012023-01-01
0012023-01-01KRISTOPHER GREEN
0012022-01-01
0012022-01-01KRISTOPHER GREEN
0012021-01-01
0012021-01-01KRISTOPHER GREEN
0012020-01-01
0012019-01-01
0012017-01-01CARRIE WALKER
0012016-01-01BRENDA SOBECK EVA BENEDICT2017-10-09
0012015-01-01BRENDA SOBECK EVA BENEDICT2016-10-14
0012014-01-01BRENDA SOBECK EVA BENEDICT2015-10-14
0012013-01-01EVA BENEDICT EVA BENEDICT2014-10-14
0012012-01-01EVA BENEDICT EVA BENEDICT2013-10-15
0012011-01-01EVA BENEDICT
0012010-01-01EVA BENEDICT EVA BENEDICT2011-10-14
0012009-01-01SUSAN L. NICOL EVA BENEDICT2010-10-14

Plan Statistics for JONES MEMORIAL HOSPITAL PENSION PLAN

401k plan membership statisitcs for JONES MEMORIAL HOSPITAL PENSION PLAN

Measure Date Value
2023: JONES MEMORIAL HOSPITAL PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01220
Total number of active participants reported on line 7a of the Form 55002023-01-0143
Number of retired or separated participants receiving benefits2023-01-0193
Number of other retired or separated participants entitled to future benefits2023-01-0178
Total of all active and inactive participants2023-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JONES MEMORIAL HOSPITAL PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3117,520,932
Acturial value of plan assets2022-12-3115,940,136
Funding target for retired participants and beneficiaries receiving payment2022-12-318,970,932
Number of terminated vested participants2022-12-3175
Fundng target for terminated vested participants2022-12-313,010,183
Active participant vested funding target2022-12-313,774,302
Number of active participants2022-12-3171
Total funding liabilities for active participants2022-12-313,809,448
Total participant count2022-12-31223
Total funding target for all participants2022-12-3115,790,563
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31937,398
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-31344,233
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31593,165
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31673,480
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31210,000
Net shortfall amortization installment of oustanding balance2022-12-31523,907
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31263,620
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31263,620
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01223
Total number of active participants reported on line 7a of the Form 55002022-01-0156
Number of retired or separated participants receiving benefits2022-01-0183
Number of other retired or separated participants entitled to future benefits2022-01-0179
Total of all active and inactive participants2022-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JONES MEMORIAL HOSPITAL PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3121,095,539
Acturial value of plan assets2021-12-3118,985,986
Funding target for retired participants and beneficiaries receiving payment2021-12-3111,658,051
Number of terminated vested participants2021-12-3169
Fundng target for terminated vested participants2021-12-312,542,863
Active participant vested funding target2021-12-315,029,320
Number of active participants2021-12-3184
Total funding liabilities for active participants2021-12-315,072,804
Total participant count2021-12-31359
Total funding target for all participants2021-12-3119,273,718
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,107,199
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31991,523
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31115,676
Present value of excess contributions2021-12-31688,198
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31802,508
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31802,508
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31937,398
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31230,000
Net shortfall amortization installment of oustanding balance2021-12-311,225,130
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31344,233
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31344,233
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01357
Total number of active participants reported on line 7a of the Form 55002021-01-0171
Number of retired or separated participants receiving benefits2021-01-0175
Number of other retired or separated participants entitled to future benefits2021-01-0175
Total of all active and inactive participants2021-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JONES MEMORIAL HOSPITAL PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3118,763,662
Acturial value of plan assets2020-12-3117,935,422
Funding target for retired participants and beneficiaries receiving payment2020-12-3111,568,356
Number of terminated vested participants2020-12-3168
Fundng target for terminated vested participants2020-12-312,587,256
Active participant vested funding target2020-12-315,495,758
Number of active participants2020-12-3194
Total funding liabilities for active participants2020-12-315,547,351
Total participant count2020-12-31364
Total funding target for all participants2020-12-3119,702,963
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,334
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-311,334
Present value of excess contributions2020-12-311,047,245
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,105,577
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-311,105,577
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-311,107,199
Total employer contributions2020-12-31744,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31688,198
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31310,000
Net shortfall amortization installment of oustanding balance2020-12-312,874,740
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31991,523
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31991,523
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31688,198
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01362
Total number of active participants reported on line 7a of the Form 55002020-01-0184
Number of retired or separated participants receiving benefits2020-01-01190
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JONES MEMORIAL HOSPITAL PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3118,188,615
Acturial value of plan assets2019-12-3119,633,951
Funding target for retired participants and beneficiaries receiving payment2019-12-3111,258,304
Number of terminated vested participants2019-12-31166
Fundng target for terminated vested participants2019-12-315,986,220
Active participant vested funding target2019-12-315,735,994
Number of active participants2019-12-31103
Total funding liabilities for active participants2019-12-315,793,550
Total participant count2019-12-31469
Total funding target for all participants2019-12-3123,038,074
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31358,512
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31357,051
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-311,461
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-311,334
Total employer contributions2019-12-312,332,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-312,188,166
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31360,000
Net shortfall amortization installment of oustanding balance2019-12-313,405,457
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,140,921
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,140,921
Contributions allocatedtoward minimum required contributions for current year2019-12-312,188,166
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01469
Total number of active participants reported on line 7a of the Form 55002019-01-0194
Number of retired or separated participants receiving benefits2019-01-01186
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0114
Total participants2019-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JONES MEMORIAL HOSPITAL PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3120,950,494
Acturial value of plan assets2018-12-3119,733,079
Funding target for retired participants and beneficiaries receiving payment2018-12-3110,049,473
Number of terminated vested participants2018-12-31164
Fundng target for terminated vested participants2018-12-315,640,174
Active participant vested funding target2018-12-315,826,023
Number of active participants2018-12-31116
Total funding liabilities for active participants2018-12-315,904,730
Total participant count2018-12-31472
Total funding target for all participants2018-12-3121,594,377
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31338,347
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31358,512
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31358,512
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31358,512
Total employer contributions2018-12-31287,789
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31277,567
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31350,000
Net shortfall amortization installment of oustanding balance2018-12-312,219,810
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31634,618
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31357,051
Additional cash requirement2018-12-31277,567
Contributions allocatedtoward minimum required contributions for current year2018-12-31277,567
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JONES MEMORIAL HOSPITAL PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3118,105,949
Acturial value of plan assets2017-12-3118,637,595
Funding target for retired participants and beneficiaries receiving payment2017-12-318,806,965
Number of terminated vested participants2017-12-31168
Fundng target for terminated vested participants2017-12-315,520,533
Active participant vested funding target2017-12-316,638,464
Number of active participants2017-12-31130
Total funding liabilities for active participants2017-12-316,638,472
Total participant count2017-12-31475
Total funding target for all participants2017-12-3120,965,970
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31100
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-311,291,939
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,227,838
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31315,727
Net shortfall amortization installment of oustanding balance2017-12-312,328,375
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31889,491
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31889,491
Contributions allocatedtoward minimum required contributions for current year2017-12-311,227,838
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01475
Total number of active participants reported on line 7a of the Form 55002017-01-01116
Number of retired or separated participants receiving benefits2017-01-01180
Number of other retired or separated participants entitled to future benefits2017-01-01164
Total of all active and inactive participants2017-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JONES MEMORIAL HOSPITAL PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3116,918,896
Acturial value of plan assets2016-12-3118,359,128
Funding target for retired participants and beneficiaries receiving payment2016-12-318,131,500
Number of terminated vested participants2016-12-31169
Fundng target for terminated vested participants2016-12-315,186,349
Active participant vested funding target2016-12-316,611,134
Number of active participants2016-12-31138
Total funding liabilities for active participants2016-12-316,611,151
Total participant count2016-12-31477
Total funding target for all participants2016-12-3119,929,000
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,041,760
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31982,936
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31315,430
Net shortfall amortization installment of oustanding balance2016-12-311,569,872
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31982,842
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31982,842
Contributions allocatedtoward minimum required contributions for current year2016-12-31982,936
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01477
Total number of active participants reported on line 7a of the Form 55002016-01-01130
Number of retired or separated participants receiving benefits2016-01-01166
Number of other retired or separated participants entitled to future benefits2016-01-01168
Total of all active and inactive participants2016-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0111
Total participants2016-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JONES MEMORIAL HOSPITAL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01482
Total number of active participants reported on line 7a of the Form 55002015-01-01138
Number of retired or separated participants receiving benefits2015-01-01159
Number of other retired or separated participants entitled to future benefits2015-01-01169
Total of all active and inactive participants2015-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JONES MEMORIAL HOSPITAL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01487
Total number of active participants reported on line 7a of the Form 55002014-01-01151
Number of retired or separated participants receiving benefits2014-01-01154
Number of other retired or separated participants entitled to future benefits2014-01-01168
Total of all active and inactive participants2014-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JONES MEMORIAL HOSPITAL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01494
Total number of active participants reported on line 7a of the Form 55002013-01-01168
Number of retired or separated participants receiving benefits2013-01-01147
Number of other retired or separated participants entitled to future benefits2013-01-01166
Total of all active and inactive participants2013-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JONES MEMORIAL HOSPITAL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01498
Total number of active participants reported on line 7a of the Form 55002012-01-01184
Number of retired or separated participants receiving benefits2012-01-01140
Number of other retired or separated participants entitled to future benefits2012-01-01165
Total of all active and inactive participants2012-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JONES MEMORIAL HOSPITAL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01500
Total number of active participants reported on line 7a of the Form 55002011-01-01213
Number of retired or separated participants receiving benefits2011-01-01123
Number of other retired or separated participants entitled to future benefits2011-01-01158
Total of all active and inactive participants2011-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JONES MEMORIAL HOSPITAL PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01509
Total number of active participants reported on line 7a of the Form 55002010-01-01243
Number of retired or separated participants receiving benefits2010-01-01111
Number of other retired or separated participants entitled to future benefits2010-01-01141
Total of all active and inactive participants2010-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: JONES MEMORIAL HOSPITAL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01520
Total number of active participants reported on line 7a of the Form 55002009-01-01260
Number of retired or separated participants receiving benefits2009-01-01101
Number of other retired or separated participants entitled to future benefits2009-01-01140
Total of all active and inactive participants2009-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on JONES MEMORIAL HOSPITAL PENSION PLAN

Measure Date Value
2023 : JONES MEMORIAL HOSPITAL PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$120,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,641,058
Total loss/gain on sale of assets2023-12-31$-42,153
Total of all expenses incurred2023-12-31$1,169,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$929,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$118,000
Value of total assets at end of year2023-12-31$13,713,368
Value of total assets at beginning of year2023-12-31$13,122,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$240,709
Total interest from all sources2023-12-31$5,407
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$26,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$26,327
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$247
Other income not declared elsewhere2023-12-31$28,748
Administrative expenses (other) incurred2023-12-31$164,560
Liabilities. Value of operating payables at end of year2023-12-31$120,000
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$471,257
Value of net assets at end of year (total assets less liabilities)2023-12-31$13,593,368
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,122,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$702,746
Investment advisory and management fees2023-12-31$34,158
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$478,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,393,005
Value of interest in common/collective trusts at end of year2023-12-31$13,003,469
Value of interest in common/collective trusts at beginning of year2023-12-31$10,929,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$113,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$96,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$96,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$5,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$76,872
Net investment gain or loss from common/collective trusts2023-12-31$1,427,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$118,000
Employer contributions (assets) at end of year2023-12-31$118,000
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$929,092
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$969,837
Aggregate carrying amount (costs) on sale of assets2023-12-31$1,011,990
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BONADIO & CO.,LLP
Accountancy firm EIN2023-12-31161131146
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$120,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,641,058
Total loss/gain on sale of assets2023-01-01$-42,153
Total of all expenses incurred2023-01-01$1,169,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$929,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$118,000
Value of total assets at end of year2023-01-01$13,713,368
Value of total assets at beginning of year2023-01-01$13,122,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$240,709
Total interest from all sources2023-01-01$5,407
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$26,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$26,327
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$2,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$247
Other income not declared elsewhere2023-01-01$28,748
Administrative expenses (other) incurred2023-01-01$164,560
Liabilities. Value of operating payables at end of year2023-01-01$120,000
Liabilities. Value of operating payables at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$471,257
Value of net assets at end of year (total assets less liabilities)2023-01-01$13,593,368
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$13,122,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$702,746
Investment advisory and management fees2023-01-01$34,158
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$478,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$1,393,005
Value of interest in common/collective trusts at end of year2023-01-01$13,003,469
Value of interest in common/collective trusts at beginning of year2023-01-01$10,929,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$113,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$5,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$76,872
Net investment gain or loss from common/collective trusts2023-01-01$1,427,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$118,000
Employer contributions (assets) at end of year2023-01-01$118,000
Employer contributions (assets) at beginning of year2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$929,092
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$969,837
Aggregate carrying amount (costs) on sale of assets2023-01-01$1,011,990
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BONADIO & CO.,LLP
Accountancy firm EIN2023-01-01161131146
2022 : JONES MEMORIAL HOSPITAL PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,294,978
Total loss/gain on sale of assets2022-12-31$-30,582
Total of all expenses incurred2022-12-31$1,103,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$865,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$13,122,111
Value of total assets at beginning of year2022-12-31$17,520,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$238,810
Total interest from all sources2022-12-31$1,282
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$65,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$65,407
Administrative expenses professional fees incurred2022-12-31$44,629
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$22,477
Administrative expenses (other) incurred2022-12-31$152,978
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,398,821
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,122,111
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,520,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$702,746
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$41,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,393,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$878,707
Value of interest in common/collective trusts at end of year2022-12-31$10,929,515
Value of interest in common/collective trusts at beginning of year2022-12-31$16,083,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$96,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$201,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$201,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,282
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$356,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-147,093
Net investment gain or loss from common/collective trusts2022-12-31$-3,143,100
Net gain/loss from 103.12 investment entities2022-12-31$-63,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$865,033
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$400,025
Aggregate carrying amount (costs) on sale of assets2022-12-31$430,607
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO.,LLP
Accountancy firm EIN2022-12-31161131146
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets from this plan2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-3,294,978
Total loss/gain on sale of assets2022-01-01$-30,582
Total of all expenses incurred2022-01-01$1,103,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$865,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$13,122,111
Value of total assets at beginning of year2022-01-01$17,520,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$238,810
Total interest from all sources2022-01-01$1,282
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$65,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$65,407
Administrative expenses professional fees incurred2022-01-01$44,629
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Other income not declared elsewhere2022-01-01$22,477
Administrative expenses (other) incurred2022-01-01$152,978
Liabilities. Value of operating payables at end of year2022-01-01$0
Liabilities. Value of operating payables at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-4,398,821
Value of net assets at end of year (total assets less liabilities)2022-01-01$13,122,111
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$17,520,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$702,746
Assets. partnership/joint venture interests at beginning of year2022-01-01$0
Investment advisory and management fees2022-01-01$41,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$1,393,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$878,707
Value of interest in common/collective trusts at end of year2022-01-01$10,929,515
Value of interest in common/collective trusts at beginning of year2022-01-01$16,083,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$96,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$1,282
Assets. Value of investments in 103.12 investment entities at end of year2022-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-01$356,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-147,093
Net investment gain or loss from common/collective trusts2022-01-01$-3,143,100
Net gain/loss from 103.12 investment entities2022-01-01$-63,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$865,033
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$400,025
Aggregate carrying amount (costs) on sale of assets2022-01-01$430,607
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BONADIO & CO.,LLP
Accountancy firm EIN2022-01-01161131146
2021 : JONES MEMORIAL HOSPITAL PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,661,695
Total loss/gain on sale of assets2021-12-31$69,767
Total of all expenses incurred2021-12-31$6,255,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,963,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$17,520,932
Value of total assets at beginning of year2021-12-31$21,114,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$291,909
Total interest from all sources2021-12-31$46
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$117,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$117,452
Administrative expenses professional fees incurred2021-12-31$65,086
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$4,854,190
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$7,512
Administrative expenses (other) incurred2021-12-31$170,420
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-3,593,452
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,520,932
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,114,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$56,403
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$878,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,673,700
Value of interest in common/collective trusts at end of year2021-12-31$16,083,783
Value of interest in common/collective trusts at beginning of year2021-12-31$17,559,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$201,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$137,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$137,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$46
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$356,649
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$281,076
Net investment gain or loss from common/collective trusts2021-12-31$2,208,579
Net gain/loss from 103.12 investment entities2021-12-31$-22,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$744,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,109,048
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,045,000
Aggregate carrying amount (costs) on sale of assets2021-12-31$975,233
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO.,LLP
Accountancy firm EIN2021-12-31161131146
2020 : JONES MEMORIAL HOSPITAL PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,687
Total income from all sources (including contributions)2020-12-31$3,667,312
Total loss/gain on sale of assets2020-12-31$321,824
Total of all expenses incurred2020-12-31$1,358,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,082,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$744,000
Value of total assets at end of year2020-12-31$21,114,384
Value of total assets at beginning of year2020-12-31$18,829,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$275,795
Total interest from all sources2020-12-31$5,580
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$49,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$31,453
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$213,916
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$24,687
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$2,309,081
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,114,384
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,805,303
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
Investment advisory and management fees2020-12-31$30,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,673,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,647,106
Interest earned on other investments2020-12-31$5,580
Value of interest in common/collective trusts at end of year2020-12-31$17,559,311
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$137,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$208,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$208,263
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$1,786,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$405,121
Net investment gain or loss from common/collective trusts2020-12-31$2,141,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$744,000
Employer contributions (assets) at end of year2020-12-31$744,000
Employer contributions (assets) at beginning of year2020-12-31$1,487,000
Income. Dividends from common stock2020-12-31$49,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,082,436
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$995,547
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$8,705,444
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$19,936,649
Aggregate carrying amount (costs) on sale of assets2020-12-31$19,614,825
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO.,LLP
Accountancy firm EIN2020-12-31161131146
2019 : JONES MEMORIAL HOSPITAL PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,687
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,341
Total income from all sources (including contributions)2019-12-31$6,304,722
Total income from all sources (including contributions)2019-12-31$6,304,722
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,688,212
Total of all expenses incurred2019-12-31$5,688,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,180,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,180,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,332,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,332,000
Value of total assets at end of year2019-12-31$18,829,990
Value of total assets at end of year2019-12-31$18,829,990
Value of total assets at beginning of year2019-12-31$18,191,134
Value of total assets at beginning of year2019-12-31$18,191,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$507,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$507,957
Total interest from all sources2019-12-31$448,706
Total interest from all sources2019-12-31$448,706
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$387,920
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$387,920
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
Administrative expenses professional fees incurred2019-12-31$82,429
Administrative expenses professional fees incurred2019-12-31$82,429
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$50,677
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$50,677
Other income not declared elsewhere2019-12-31$3,136,096
Other income not declared elsewhere2019-12-31$3,136,096
Administrative expenses (other) incurred2019-12-31$291,249
Administrative expenses (other) incurred2019-12-31$291,249
Liabilities. Value of operating payables at end of year2019-12-31$24,687
Liabilities. Value of operating payables at end of year2019-12-31$24,687
Liabilities. Value of operating payables at beginning of year2019-12-31$2,341
Liabilities. Value of operating payables at beginning of year2019-12-31$2,341
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$616,510
Value of net income/loss2019-12-31$616,510
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,805,303
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,805,303
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,188,793
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,188,793
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
Investment advisory and management fees2019-12-31$134,279
Investment advisory and management fees2019-12-31$134,279
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,647,106
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,647,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,312,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,312,264
Interest earned on other investments2019-12-31$448,706
Interest earned on other investments2019-12-31$448,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$208,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$208,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$509,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$509,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$509,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$509,848
Asset value of US Government securities at end of year2019-12-31$1,786,630
Asset value of US Government securities at end of year2019-12-31$1,786,630
Asset value of US Government securities at beginning of year2019-12-31$1,067,411
Asset value of US Government securities at beginning of year2019-12-31$1,067,411
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$2,332,000
Contributions received in cash from employer2019-12-31$2,332,000
Employer contributions (assets) at end of year2019-12-31$1,487,000
Employer contributions (assets) at end of year2019-12-31$1,487,000
Employer contributions (assets) at beginning of year2019-12-31$145,000
Employer contributions (assets) at beginning of year2019-12-31$145,000
Income. Dividends from common stock2019-12-31$387,920
Income. Dividends from common stock2019-12-31$387,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,180,255
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$995,547
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$995,547
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$4,192,736
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$4,192,736
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$8,705,444
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$8,705,444
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$10,913,198
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$10,913,198
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BONADIO & CO.,LLP
Accountancy firm name2019-12-31BONADIO & CO.,LLP
Accountancy firm EIN2019-12-31161131146
Accountancy firm EIN2019-12-31161131146
2018 : JONES MEMORIAL HOSPITAL PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,100
Total income from all sources (including contributions)2018-12-31$-1,312,713
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,454,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$991,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$287,789
Value of total assets at end of year2018-12-31$18,191,134
Value of total assets at beginning of year2018-12-31$20,961,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$463,298
Total interest from all sources2018-12-31$355,359
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$262,775
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$262,775
Administrative expenses professional fees incurred2018-12-31$53,853
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$50,677
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$45,538
Other income not declared elsewhere2018-12-31$-2,218,636
Administrative expenses (other) incurred2018-12-31$244,121
Liabilities. Value of operating payables at end of year2018-12-31$2,341
Liabilities. Value of operating payables at beginning of year2018-12-31$6,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,767,084
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,188,793
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,955,877
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
Investment advisory and management fees2018-12-31$165,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,312,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$905,746
Interest earned on other investments2018-12-31$355,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$509,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$451,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$451,653
Asset value of US Government securities at end of year2018-12-31$1,067,411
Asset value of US Government securities at beginning of year2018-12-31$567,809
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$287,789
Employer contributions (assets) at end of year2018-12-31$145,000
Employer contributions (assets) at beginning of year2018-12-31$554,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$991,073
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$4,192,736
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$4,220,194
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$10,913,198
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$14,216,231
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
Aggregate proceeds on sale of assets2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2018-12-31161226221
2017 : JONES MEMORIAL HOSPITAL PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,850
Total income from all sources (including contributions)2017-12-31$4,219,381
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,382,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$903,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,291,939
Value of total assets at end of year2017-12-31$20,961,977
Value of total assets at beginning of year2017-12-31$18,140,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$479,811
Total interest from all sources2017-12-31$171,755
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$232,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$50,650
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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
Contributions received from participants2017-12-31$1,291,939
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$45,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$34,888
Other income not declared elsewhere2017-12-31$2,523,548
Administrative expenses (other) incurred2017-12-31$278,350
Liabilities. Value of operating payables at end of year2017-12-31$6,100
Liabilities. Value of operating payables at beginning of year2017-12-31$20,850
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$2,836,485
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,955,877
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,119,392
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
Investment advisory and management fees2017-12-31$150,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$905,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$789,295
Interest earned on other investments2017-12-31$171,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$451,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$227,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$227,522
Asset value of US Government securities at end of year2017-12-31$567,809
Asset value of US Government securities at beginning of year2017-12-31$1,450,154
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$554,806
Employer contributions (assets) at beginning of year2017-12-31$498,250
Income. Dividends from common stock2017-12-31$232,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$903,085
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$4,220,194
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$3,260,659
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$14,216,231
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$11,879,474
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2017-12-31161226221
2016 : JONES MEMORIAL HOSPITAL PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,482,799
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,287,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$808,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,041,760
Value of total assets at end of year2016-12-31$18,140,242
Value of total assets at beginning of year2016-12-31$16,923,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$478,552
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$373,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$40,300
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$108,938
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$34,888
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$26,433
Other income not declared elsewhere2016-12-31$1,067,586
Administrative expenses (other) incurred2016-12-31$269,028
Liabilities. Value of operating payables at end of year2016-12-31$20,850
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$1,195,518
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,119,392
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,923,874
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
Investment advisory and management fees2016-12-31$169,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$789,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$227,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$336,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$336,186
Asset value of US Government securities at end of year2016-12-31$1,450,154
Asset value of US Government securities at beginning of year2016-12-31$87,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$1,041,760
Employer contributions (assets) at end of year2016-12-31$498,250
Employer contributions (assets) at beginning of year2016-12-31$271,625
Income. Dividends from common stock2016-12-31$373,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$808,729
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$3,260,659
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$4,561,368
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$11,879,474
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$11,529,126
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2016-12-31161226221
2015 : JONES MEMORIAL HOSPITAL PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,200
Total income from all sources (including contributions)2015-12-31$-20,008
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,174,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$815,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$760,784
Value of total assets at end of year2015-12-31$16,923,874
Value of total assets at beginning of year2015-12-31$18,136,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$358,864
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$311,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$47,300
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$108,938
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$115,739
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$26,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$33,877
Other income not declared elsewhere2015-12-31$-1,091,921
Administrative expenses (other) incurred2015-12-31$177,238
Liabilities. Value of operating payables at beginning of year2015-12-31$18,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,194,794
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,923,874
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,118,668
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
Investment advisory and management fees2015-12-31$134,326
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,107,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$336,186
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$580,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$580,657
Asset value of US Government securities at end of year2015-12-31$87,253
Asset value of US Government securities at beginning of year2015-12-31$223,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$760,784
Employer contributions (assets) at end of year2015-12-31$271,625
Employer contributions (assets) at beginning of year2015-12-31$261,225
Income. Dividends from common stock2015-12-31$311,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$815,922
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$4,561,368
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$3,187,590
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$11,529,126
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$11,626,344
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2015-12-31161226221
2014 : JONES MEMORIAL HOSPITAL PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$18,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22,550
Total income from all sources (including contributions)2014-12-31$1,900,089
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,026,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$700,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$732,882
Value of total assets at end of year2014-12-31$18,136,868
Value of total assets at beginning of year2014-12-31$17,267,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$326,111
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$44,900
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$115,739
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$97,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$33,877
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$31,109
Other income not declared elsewhere2014-12-31$1,167,207
Administrative expenses (other) incurred2014-12-31$118,979
Liabilities. Value of operating payables at end of year2014-12-31$18,200
Liabilities. Value of operating payables at beginning of year2014-12-31$22,550
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$873,692
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,118,668
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,244,976
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
Investment advisory and management fees2014-12-31$162,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,107,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,070,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$580,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$433,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$433,586
Asset value of US Government securities at end of year2014-12-31$223,774
Asset value of US Government securities at beginning of year2014-12-31$2,214,045
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$732,882
Employer contributions (assets) at end of year2014-12-31$261,225
Employer contributions (assets) at beginning of year2014-12-31$301,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$700,286
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$3,187,590
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,639,285
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$11,626,344
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$10,480,461
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2014-12-31161226221
2013 : JONES MEMORIAL HOSPITAL PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22,550
Total income from all sources (including contributions)2013-12-31$2,844,549
Total of all expenses incurred2013-12-31$919,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$651,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$668,178
Value of total assets at end of year2013-12-31$17,267,526
Value of total assets at beginning of year2013-12-31$15,319,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$268,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$43,964
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$97,010
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,079,202
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$31,109
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$32,420
Other income not declared elsewhere2013-12-31$2,176,371
Administrative expenses (other) incurred2013-12-31$76,704
Liabilities. Value of operating payables at end of year2013-12-31$22,550
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$1,925,479
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,244,976
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,319,497
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
Investment advisory and management fees2013-12-31$147,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,070,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$672,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$433,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$476,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$476,411
Asset value of US Government securities at end of year2013-12-31$2,214,045
Asset value of US Government securities at beginning of year2013-12-31$1,158,538
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$668,178
Employer contributions (assets) at end of year2013-12-31$301,053
Employer contributions (assets) at beginning of year2013-12-31$143,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$651,028
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,639,285
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,012,248
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$10,480,461
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$8,744,973
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2013-12-31161226221
2012 : JONES MEMORIAL HOSPITAL PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,168,994
Total of all expenses incurred2012-12-31$803,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$553,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$512,769
Value of total assets at end of year2012-12-31$15,319,497
Value of total assets at beginning of year2012-12-31$13,954,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$250,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$50,273
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,079,202
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,423,347
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$32,420
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$33,045
Other income not declared elsewhere2012-12-31$1,656,225
Administrative expenses (other) incurred2012-12-31$65,427
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$1,365,085
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,319,497
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,954,412
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
Investment advisory and management fees2012-12-31$135,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$672,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,274,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$476,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$210,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$210,797
Asset value of US Government securities at end of year2012-12-31$1,158,538
Asset value of US Government securities at beginning of year2012-12-31$647,077
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$512,769
Employer contributions (assets) at end of year2012-12-31$143,101
Employer contributions (assets) at beginning of year2012-12-31$276,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$553,178
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,012,248
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,860,354
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$8,744,973
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$8,228,659
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2012-12-31161226221
2011 : JONES MEMORIAL HOSPITAL PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$756,268
Total of all expenses incurred2011-12-31$701,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$462,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$409,097
Value of total assets at end of year2011-12-31$13,954,412
Value of total assets at beginning of year2011-12-31$13,899,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$239,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$57,536
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,423,347
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,516,085
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$33,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$39,012
Other income not declared elsewhere2011-12-31$347,171
Administrative expenses (other) incurred2011-12-31$52,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$54,919
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,954,412
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,899,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$129,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,274,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$921,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$210,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$341,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$341,660
Asset value of US Government securities at end of year2011-12-31$647,077
Asset value of US Government securities at beginning of year2011-12-31$1,086,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$409,097
Employer contributions (assets) at end of year2011-12-31$276,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$462,113
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,860,354
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,494,176
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$8,228,659
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$8,499,948
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2011-12-31161226221
2010 : JONES MEMORIAL HOSPITAL PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$834,064
Total unrealized appreciation/depreciation of assets2010-12-31$834,064
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,163,149
Total loss/gain on sale of assets2010-12-31$130,235
Total of all expenses incurred2010-12-31$614,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$396,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$777,500
Value of total assets at end of year2010-12-31$13,899,493
Value of total assets at beginning of year2010-12-31$12,351,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$217,861
Total interest from all sources2010-12-31$183,542
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$237,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$55,825
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,388,395
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$533,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$39,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$10,783
Administrative expenses (other) incurred2010-12-31$38,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,548,457
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,899,493
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,351,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$123,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$921,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$766,134
Interest earned on other investments2010-12-31$71,918
Income. Interest from US Government securities2010-12-31$15,566
Income. Interest from corporate debt instruments2010-12-31$95,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$341,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$755,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$755,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$129
Asset value of US Government securities at end of year2010-12-31$1,214,465
Asset value of US Government securities at beginning of year2010-12-31$2,117,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$777,500
Income. Dividends from common stock2010-12-31$237,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$396,831
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,494,176
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,206,005
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$8,499,948
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$6,961,161
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$6,296,854
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,166,619
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2010-12-31160765486

Form 5500 Responses for JONES MEMORIAL HOSPITAL PENSION PLAN

2023: JONES MEMORIAL HOSPITAL PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JONES MEMORIAL HOSPITAL PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JONES MEMORIAL HOSPITAL PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JONES MEMORIAL HOSPITAL PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JONES MEMORIAL HOSPITAL PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: JONES MEMORIAL HOSPITAL PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JONES MEMORIAL HOSPITAL PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JONES MEMORIAL HOSPITAL PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JONES MEMORIAL HOSPITAL PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JONES MEMORIAL HOSPITAL PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JONES MEMORIAL HOSPITAL PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JONES MEMORIAL HOSPITAL PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JONES MEMORIAL HOSPITAL PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JONES MEMORIAL HOSPITAL PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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