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LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K) 401k Plan overview

Plan NameLANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K)
Plan identification number 001

LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LANCASTER GENERAL SERVICES BUSINESS TRUST has sponsored the creation of one or more 401k plans.

Company Name:LANCASTER GENERAL SERVICES BUSINESS TRUST
Employer identification number (EIN):232250128
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about LANCASTER GENERAL SERVICES BUSINESS TRUST

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 2561073

More information about LANCASTER GENERAL SERVICES BUSINESS TRUST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01MARY MISKEY
0012011-01-01MARY MISKEY
0012010-01-01MARY MISKEY
0012009-01-01MARY MISKEY

Plan Statistics for LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K)

401k plan membership statisitcs for LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K)

Measure Date Value
2012: LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-01181
Total number of active participants reported on line 7a of the Form 55002012-01-01150
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01171
Number of participants with account balances2012-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-01187
Total number of active participants reported on line 7a of the Form 55002011-01-01159
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01181
Number of participants with account balances2011-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K) 2010 401k membership
Total participants, beginning-of-year2010-01-01187
Total number of active participants reported on line 7a of the Form 55002010-01-01167
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01187
Number of participants with account balances2010-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-01174
Total number of active participants reported on line 7a of the Form 55002009-01-01172
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01187
Number of participants with account balances2009-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K)

Measure Date Value
2012 : LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K) 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$762,932
Total of all expenses incurred2012-12-31$22,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,811
Value of total corrective distributions2012-12-31$72
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$408,818
Value of total assets at end of year2012-12-31$3,488,767
Value of total assets at beginning of year2012-12-31$2,748,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,030
Total interest from all sources2012-12-31$4,667
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$74,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$74,322
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$310,293
Participant contributions at end of year2012-12-31$21,713
Participant contributions at beginning of year2012-12-31$22,053
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,619
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$738
Administrative expenses (other) incurred2012-12-31$2,030
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$740,019
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,488,767
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,748,748
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,195,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,524,865
Interest on participant loans2012-12-31$996
Interest earned on other investments2012-12-31$3,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$44,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$41,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$41,708
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$226,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$159,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$275,125
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$95,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,811
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2012-12-31251644159
2011 : LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K) 2011 401k financial data
Total transfer of assets from this plan2011-12-31$757
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$312,054
Total of all expenses incurred2011-12-31$106,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$104,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$379,574
Value of total assets at end of year2011-12-31$2,748,748
Value of total assets at beginning of year2011-12-31$2,543,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,196
Total interest from all sources2011-12-31$6,416
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$84,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$84,675
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$299,673
Participant contributions at end of year2011-12-31$22,053
Participant contributions at beginning of year2011-12-31$5,236
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$105
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$738
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$730
Administrative expenses (other) incurred2011-12-31$2,196
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$205,648
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,748,748
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,543,857
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,524,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,327,158
Interest on participant loans2011-12-31$815
Interest earned on other investments2011-12-31$4,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$41,708
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$39,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$39,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$159,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$171,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-158,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$79,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$104,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2011-12-31251644159
2010 : LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K) 2010 401k financial data
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$832,088
Total of all expenses incurred2010-12-31$56,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$55,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$554,563
Value of total assets at end of year2010-12-31$2,543,857
Value of total assets at beginning of year2010-12-31$1,768,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,649
Total interest from all sources2010-12-31$4,686
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$58,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$58,247
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$301,676
Participant contributions at end of year2010-12-31$5,236
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$163,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$730
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$384
Other income not declared elsewhere2010-12-31$58
Administrative expenses (other) incurred2010-12-31$1,649
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$775,150
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,543,857
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,768,707
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,327,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,601,385
Interest on participant loans2010-12-31$101
Interest earned on other investments2010-12-31$4,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$39,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$34,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$34,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$171,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$131,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$214,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$89,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$55,289
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2010-12-31251644159
2009 : LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K)

2012: LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K) 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 funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K) 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 funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LANCASTER GENERAL HEALTH RETIREMENT SAVINGS PLAN 401(K) 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 funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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