DUBOIS REGIONAL MEDICAL CENTER INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CLEARFIELD HOSPITAL RETIREMENT PLAN
Measure | Date | Value |
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2023 : CLEARFIELD HOSPITAL RETIREMENT PLAN 2023 401k financial data |
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Total income from all sources (including contributions) | 2023-12-31 | $1,269,281 |
Total of all expenses incurred | 2023-12-31 | $787,524 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $760,668 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $14 |
Value of total assets at end of year | 2023-12-31 | $8,716,973 |
Value of total assets at beginning of year | 2023-12-31 | $8,235,216 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $26,856 |
Total interest from all sources | 2023-12-31 | $8,236 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $195,986 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $195,986 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $481,757 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $8,716,973 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,235,216 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $16 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $8,419,638 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $7,815,124 |
Interest earned on other investments | 2023-12-31 | $8,236 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $297,335 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $420,092 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,065,045 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $14 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $760,668 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | No |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2023-12-31 | 410746749 |
2022 : CLEARFIELD HOSPITAL RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-1,636,002 |
Total of all expenses incurred | 2022-12-31 | $693,503 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $644,527 |
Value of total assets at end of year | 2022-12-31 | $8,235,216 |
Value of total assets at beginning of year | 2022-12-31 | $10,564,721 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $48,976 |
Total interest from all sources | 2022-12-31 | $7,178 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $171,347 |
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 | $171,347 |
Administrative expenses professional fees incurred | 2022-12-31 | $31,682 |
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 |
Administrative expenses (other) incurred | 2022-12-31 | $13,073 |
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 | $-2,329,505 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,235,216 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,564,721 |
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 |
Investment advisory and management fees | 2022-12-31 | $4,221 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,815,124 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $10,296,186 |
Interest earned on other investments | 2022-12-31 | $7,178 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $420,092 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $268,535 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,814,527 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $644,527 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2022-12-31 | 381357951 |
2021 : CLEARFIELD HOSPITAL RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $1,202,700 |
Total of all expenses incurred | 2021-12-31 | $704,596 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $683,592 |
Value of total assets at end of year | 2021-12-31 | $10,564,721 |
Value of total assets at beginning of year | 2021-12-31 | $10,066,617 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $21,004 |
Total interest from all sources | 2021-12-31 | $5,461 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $177,676 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $177,676 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $15,197 |
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 | $498,104 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,564,721 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,066,617 |
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 |
Investment advisory and management fees | 2021-12-31 | $5,807 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $10,296,186 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,803,405 |
Interest earned on other investments | 2021-12-31 | $5,461 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $268,535 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $263,212 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,019,563 |
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 | No |
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 | $683,592 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
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 | FORVIS, LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |