WINDBER HOSPITAL INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WINDBER MEDICAL CENTER 403(B) PLAN
Measure | Date | Value |
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2022 : WINDBER MEDICAL CENTER 403(B) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-453,173 |
Total of all expenses incurred | 2022-12-31 | $828,864 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $823,613 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,581,184 |
Value of total assets at end of year | 2022-12-31 | $12,325,065 |
Value of total assets at beginning of year | 2022-12-31 | $13,607,102 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $5,251 |
Total interest from all sources | 2022-12-31 | $2,924 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $937,688 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $937,688 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,095,545 |
Participant contributions at end of year | 2022-12-31 | $58,979 |
Participant contributions at beginning of year | 2022-12-31 | $34,934 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $65,120 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $294,906 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,282,037 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,325,065 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,607,102 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $10,950,797 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,302,317 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $16,928 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $20,770 |
Interest on participant loans | 2022-12-31 | $2,924 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,298,361 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,183,961 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,974,969 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $190,733 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $823,613 |
Contract administrator fees | 2022-12-31 | $5,251 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WESSEL & COMPANY |
Accountancy firm EIN | 2022-12-31 | 251390233 |
2021 : WINDBER MEDICAL CENTER 403(B) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $2,473,374 |
Total of all expenses incurred | 2021-12-31 | $1,342,108 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,315,005 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $953,229 |
Value of total assets at end of year | 2021-12-31 | $13,607,102 |
Value of total assets at beginning of year | 2021-12-31 | $12,475,836 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $27,103 |
Total interest from all sources | 2021-12-31 | $1,709 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $913,524 |
Participant contributions at end of year | 2021-12-31 | $34,934 |
Participant contributions at beginning of year | 2021-12-31 | $39,056 |
Participant contributions at end of year | 2021-12-31 | $65,120 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $39,705 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,131,266 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,607,102 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,475,836 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $12,302,317 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $11,335,698 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $20,770 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $17,847 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $1,709 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,183,961 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,083,235 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,518,436 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,315,005 |
Contract administrator fees | 2021-12-31 | $27,103 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WESSEL & COMPANY |
Accountancy firm EIN | 2021-12-31 | 251390233 |
2020 : WINDBER MEDICAL CENTER 403(B) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $2,401,167 |
Total of all expenses incurred | 2020-12-31 | $1,330,246 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,286,427 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $996,819 |
Value of total assets at end of year | 2020-12-31 | $12,475,836 |
Value of total assets at beginning of year | 2020-12-31 | $11,404,915 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $43,819 |
Total interest from all sources | 2020-12-31 | $2,967 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $885,759 |
Participant contributions at end of year | 2020-12-31 | $39,056 |
Participant contributions at beginning of year | 2020-12-31 | $48,961 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $111,060 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,070,921 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $12,475,836 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,404,915 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $43,819 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $11,335,698 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,349,163 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $17,847 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $93,782 |
Interest on participant loans | 2020-12-31 | $2,967 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,083,235 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $913,009 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,401,381 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,286,427 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WESSEL & COMPANY |
Accountancy firm EIN | 2020-12-31 | 251390233 |
2019 : WINDBER MEDICAL CENTER 403(B) PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $2,723,904 |
Total of all expenses incurred | 2019-12-31 | $1,517,940 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,436,130 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $35,932 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $766,775 |
Value of total assets at end of year | 2019-12-31 | $11,404,915 |
Value of total assets at beginning of year | 2019-12-31 | $10,198,951 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $45,878 |
Total interest from all sources | 2019-12-31 | $2,537 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $748,775 |
Participant contributions at end of year | 2019-12-31 | $48,961 |
Participant contributions at beginning of year | 2019-12-31 | $82,923 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $18,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,205,964 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,404,915 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,198,951 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $45,878 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,349,163 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,584,843 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $93,782 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $138,069 |
Interest on participant loans | 2019-12-31 | $2,464 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $73 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $913,009 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,393,116 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,954,592 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,436,130 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WESSEL & COMPANY |
Accountancy firm EIN | 2019-12-31 | 251390233 |
2018 : WINDBER MEDICAL CENTER 403(B) PLAN 2018 401k financial data |
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Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $185,006 |
Total of all expenses incurred | 2018-12-31 | $1,378,722 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,312,271 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $19,780 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $750,527 |
Value of total assets at end of year | 2018-12-31 | $10,198,951 |
Value of total assets at beginning of year | 2018-12-31 | $11,392,667 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $46,671 |
Total interest from all sources | 2018-12-31 | $2,155 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $747,778 |
Participant contributions at end of year | 2018-12-31 | $82,923 |
Participant contributions at beginning of year | 2018-12-31 | $79,641 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,749 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,193,716 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,198,951 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,392,667 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $46,671 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,584,843 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,713,224 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $138,069 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $147,818 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $2,155 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,393,116 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,451,984 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-567,676 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,312,271 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WESSEL & COMPANY |
Accountancy firm EIN | 2018-12-31 | 251390233 |
2017 : WINDBER MEDICAL CENTER 403(B) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Expenses. Interest paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,220,487 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,317,746 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,248,803 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $23,607 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $707,240 |
Value of total assets at end of year | 2017-12-31 | $11,392,667 |
Value of total assets at beginning of year | 2017-12-31 | $10,489,926 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $45,336 |
Total interest from all sources | 2017-12-31 | $5,105 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $698,715 |
Participant contributions at end of year | 2017-12-31 | $79,641 |
Participant contributions at beginning of year | 2017-12-31 | $154,833 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $8,525 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $45,336 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $902,741 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,392,667 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,489,926 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $9,713,224 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,635,040 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $147,818 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $94,985 |
Interest on participant loans | 2017-12-31 | $5,105 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,451,984 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,605,068 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,508,142 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,248,803 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WESSEL & COMPANY |
Accountancy firm EIN | 2017-12-31 | 251390233 |
2016 : WINDBER MEDICAL CENTER 403(B) PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $1,395,647 |
Total of all expenses incurred | 2016-12-31 | $659,054 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $625,840 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $710,517 |
Value of total assets at end of year | 2016-12-31 | $10,489,926 |
Value of total assets at beginning of year | 2016-12-31 | $9,753,333 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $33,214 |
Total interest from all sources | 2016-12-31 | $5,291 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $670,220 |
Participant contributions at end of year | 2016-12-31 | $154,833 |
Participant contributions at beginning of year | 2016-12-31 | $144,663 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $40,297 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $49 |
Administrative expenses (other) incurred | 2016-12-31 | $33,214 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $736,593 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,489,926 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,753,333 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,635,040 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $94,985 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $7,647,095 |
Interest on participant loans | 2016-12-31 | $5,291 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,605,068 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,961,526 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $679,839 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $625,840 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WESSEL & COMPANY |
Accountancy firm EIN | 2016-12-31 | 251390233 |
2015 : WINDBER MEDICAL CENTER 403(B) PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $624,822 |
Total of all expenses incurred | 2015-12-31 | $1,664,213 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,662,236 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $659,375 |
Value of total assets at end of year | 2015-12-31 | $9,753,333 |
Value of total assets at beginning of year | 2015-12-31 | $10,792,724 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,977 |
Total interest from all sources | 2015-12-31 | $6,852 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $627,744 |
Participant contributions at end of year | 2015-12-31 | $144,663 |
Participant contributions at beginning of year | 2015-12-31 | $168,877 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $31,631 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $49 |
Administrative expenses (other) incurred | 2015-12-31 | $1,977 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,039,391 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,753,333 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,792,724 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $7,647,095 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $8,817,440 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $6,852 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,961,526 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,806,407 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-41,405 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,662,236 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2015-12-31 | 390859910 |
2014 : WINDBER MEDICAL CENTER 403(B) PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $1,313,037 |
Total of all expenses incurred | 2014-12-31 | $1,745,648 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,743,872 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $665,904 |
Value of total assets at end of year | 2014-12-31 | $10,792,724 |
Value of total assets at beginning of year | 2014-12-31 | $11,225,335 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,776 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $663,272 |
Participant contributions at end of year | 2014-12-31 | $168,877 |
Participant contributions at beginning of year | 2014-12-31 | $102,908 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,632 |
Administrative expenses (other) incurred | 2014-12-31 | $1,776 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-432,611 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $10,792,724 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,225,335 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $8,817,440 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $9,222,643 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,806,407 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,899,784 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $647,133 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,743,872 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2014-12-31 | 390859910 |
2013 : WINDBER MEDICAL CENTER 403(B) PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $2,480,116 |
Total of all expenses incurred | 2013-12-31 | $729,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $729,255 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $935,805 |
Value of total assets at end of year | 2013-12-31 | $11,225,335 |
Value of total assets at beginning of year | 2013-12-31 | $9,475,046 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $572 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $766,783 |
Participant contributions at end of year | 2013-12-31 | $102,908 |
Participant contributions at beginning of year | 2013-12-31 | $102,502 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $169,022 |
Administrative expenses (other) incurred | 2013-12-31 | $572 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,750,289 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,225,335 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,475,046 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $9,222,643 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $7,567,099 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,899,784 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,805,445 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,544,311 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $729,255 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2013-12-31 | 232932984 |
2012 : WINDBER MEDICAL CENTER 403(B) PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $1,973,642 |
Total of all expenses incurred | 2012-12-31 | $520,340 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $519,774 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,068,779 |
Value of total assets at end of year | 2012-12-31 | $9,475,046 |
Value of total assets at beginning of year | 2012-12-31 | $8,021,744 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $566 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $822,603 |
Participant contributions at end of year | 2012-12-31 | $102,502 |
Participant contributions at beginning of year | 2012-12-31 | $119,538 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $40,798 |
Administrative expenses (other) incurred | 2012-12-31 | $566 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,453,302 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,475,046 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,021,744 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $7,567,099 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $6,237,928 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,805,445 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,664,278 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $904,863 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $205,378 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $519,774 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2012-12-31 | 232932984 |
2011 : WINDBER MEDICAL CENTER 403(B) PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $835,600 |
Total of all expenses incurred | 2011-12-31 | $481,725 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $481,023 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,013,183 |
Value of total assets at end of year | 2011-12-31 | $8,021,744 |
Value of total assets at beginning of year | 2011-12-31 | $7,667,869 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $702 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $838,596 |
Participant contributions at end of year | 2011-12-31 | $119,538 |
Participant contributions at beginning of year | 2011-12-31 | $56,926 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $174,587 |
Administrative expenses (other) incurred | 2011-12-31 | $702 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $353,875 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,021,744 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,667,869 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $6,237,928 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $6,003,635 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,664,278 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,604,464 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-177,583 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,844 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $481,023 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2011-12-31 | 232932984 |
2010 : WINDBER MEDICAL CENTER 403(B) PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $2,187,258 |
Total of all expenses incurred | 2010-12-31 | $407,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $407,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,370,820 |
Value of total assets at end of year | 2010-12-31 | $7,667,869 |
Value of total assets at beginning of year | 2010-12-31 | $5,888,058 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $767,814 |
Participant contributions at end of year | 2010-12-31 | $56,926 |
Participant contributions at beginning of year | 2010-12-31 | $33,503 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $598,153 |
Other income not declared elsewhere | 2010-12-31 | $44,802 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,779,811 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,667,869 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,888,058 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $6,003,635 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $4,324,910 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,604,464 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,442,610 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $771,636 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $4,853 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,844 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $87,035 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $407,447 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2010-12-31 | 232932984 |