SOUTHWEST HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $804,083 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $11,842,152 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $11,792,208 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
| Value of total assets at end of year | 2023-12-31 | $0 |
| Value of total assets at beginning of year | 2023-12-31 | $11,038,069 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $49,944 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $128,098 |
| 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 | $128,098 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| 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 |
| Contributions received from participants | 2023-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $0 |
| Other income not declared elsewhere | 2023-12-31 | $0 |
| Administrative expenses (other) incurred | 2023-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $-11,038,069 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $11,038,069 |
| 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 | $49,944 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $11,006,461 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $31,608 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $675,985 |
| 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 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $11,792,208 |
| Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $0 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | WIPFLI, LLP |
| Accountancy firm EIN | 2023-12-31 | 390758449 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $804,083 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $11,842,152 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $11,792,208 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $0 |
| Value of total assets at end of year | 2023-01-01 | $0 |
| Value of total assets at beginning of year | 2023-01-01 | $11,038,069 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $49,944 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $128,098 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-01-01 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $128,098 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $0 |
| Other income not declared elsewhere | 2023-01-01 | $0 |
| Administrative expenses (other) incurred | 2023-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $-11,038,069 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $11,038,069 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $49,944 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $11,006,461 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $31,608 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $675,985 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $11,792,208 |
| Liabilities. Value of benefit claims payable at end of year | 2023-01-01 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-01-01 | $0 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | WIPFLI, LLP |
| Accountancy firm EIN | 2023-01-01 | 390758449 |
| 2022 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $374,532 |
| Total income from all sources (including contributions) | 2022-12-31 | $-1,754,663 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,091,427 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,044,021 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $36,437 |
| Value of total assets at end of year | 2022-12-31 | $11,038,069 |
| Value of total assets at beginning of year | 2022-12-31 | $14,258,691 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $47,406 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $305,904 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $305,904 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| 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 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $36,437 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $374,532 |
| Administrative expenses (other) incurred | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-2,846,090 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,038,069 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,884,159 |
| 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 | $47,406 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,006,461 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $14,231,118 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $31,608 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $27,573 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,097,004 |
| 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 |
| Contributions received in cash from employer | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,044,021 |
| 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 | WIPFLI, LLP |
| Accountancy firm EIN | 2022-12-31 | 390758449 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $374,532 |
| Total income from all sources (including contributions) | 2022-01-01 | $-1,754,663 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,091,427 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,044,021 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $36,437 |
| Value of total assets at end of year | 2022-01-01 | $11,038,069 |
| Value of total assets at beginning of year | 2022-01-01 | $14,258,691 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $47,406 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $305,904 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-01-01 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $305,904 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $36,437 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $374,532 |
| Administrative expenses (other) incurred | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-2,846,090 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $11,038,069 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $13,884,159 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $47,406 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $11,006,461 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $14,231,118 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $31,608 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $27,573 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-2,097,004 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,044,021 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WIPFLI, LLP |
| Accountancy firm EIN | 2022-01-01 | 390758449 |
| 2021 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $374,532 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $398,042 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,925,399 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,993,921 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,942,993 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $14,258,691 |
| Value of total assets at beginning of year | 2021-12-31 | $14,350,723 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $50,928 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $530,566 |
| 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 | $530,566 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $374,532 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $398,042 |
| Other income not declared elsewhere | 2021-12-31 | $23,407 |
| Administrative expenses (other) incurred | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-68,522 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,884,159 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,952,681 |
| 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 | $1,360 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $14,231,118 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $14,350,723 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $27,573 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,371,426 |
| 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 |
| Contributions received in cash from employer | 2021-12-31 | $0 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,942,993 |
| Contract administrator fees | 2021-12-31 | $49,568 |
| 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 | Yes |
| 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 | WIPFLI, LLP |
| Accountancy firm EIN | 2021-12-31 | 390758449 |
| 2020 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $398,042 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,894,321 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $2,033,178 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,980,404 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $-1,918 |
| Value of total assets at end of year | 2020-12-31 | $14,350,723 |
| Value of total assets at beginning of year | 2020-12-31 | $14,091,538 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $52,774 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $217,742 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $217,742 |
| 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 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,181 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $398,042 |
| Administrative expenses (other) incurred | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-138,857 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $13,952,681 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,091,538 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $14,350,723 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $14,076,908 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,678,497 |
| 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 |
| Contributions received in cash from employer | 2020-12-31 | $-5,099 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $14,630 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,980,404 |
| Contract administrator fees | 2020-12-31 | $52,774 |
| 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 | WIPFLI, LLP |
| Accountancy firm EIN | 2020-12-31 | 390758449 |
| 2019 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $3,935,182 |
| Total income from all sources (including contributions) | 2019-12-31 | $3,935,182 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $754,380 |
| Total of all expenses incurred | 2019-12-31 | $754,380 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $730,307 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $730,307 |
| Value of total corrective distributions | 2019-12-31 | $0 |
| Value of total corrective distributions | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,572,224 |
| Value of total assets at end of year | 2019-12-31 | $14,091,538 |
| Value of total assets at beginning of year | 2019-12-31 | $10,910,736 |
| Value of total assets at beginning of year | 2019-12-31 | $10,910,736 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $24,073 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $24,073 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $212,738 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $212,738 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $212,738 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $212,738 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| 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 |
| 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 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $374,214 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $374,214 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $49,451 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $49,451 |
| Other income not declared elsewhere | 2019-12-31 | $0 |
| Other income not declared elsewhere | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $3,180,802 |
| Value of net income/loss | 2019-12-31 | $3,180,802 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,091,538 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,091,538 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,910,736 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,910,736 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| 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 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 |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $14,076,908 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $14,076,908 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,229,782 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,229,782 |
| Interest earned on other investments | 2019-12-31 | $0 |
| Interest earned on other investments | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,620,434 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,620,434 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,150,220 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,150,220 |
| 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 |
| Contributions received in cash from employer | 2019-12-31 | $1,198,010 |
| Contributions received in cash from employer | 2019-12-31 | $1,198,010 |
| Employer contributions (assets) at end of year | 2019-12-31 | $14,630 |
| Employer contributions (assets) at end of year | 2019-12-31 | $14,630 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $11,069 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $11,069 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $730,307 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $730,307 |
| Contract administrator fees | 2019-12-31 | $24,073 |
| Contract administrator fees | 2019-12-31 | $24,073 |
| 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 |
| 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 | WIPFLI, LLP |
| Accountancy firm EIN | 2019-12-31 | 390758449 |
| 2018 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| 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 | $493,161 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $780,933 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $758,304 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,157,550 |
| Value of total assets at end of year | 2018-12-31 | $10,910,736 |
| Value of total assets at beginning of year | 2018-12-31 | $11,198,508 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $22,629 |
| Total interest from all sources | 2018-12-31 | $16,826 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $220,980 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $220,980 |
| 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 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $30,850 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $49,451 |
| Other income not declared elsewhere | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-287,772 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,910,736 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,198,508 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,229,782 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,712,680 |
| Interest earned on other investments | 2018-12-31 | $16,826 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,620,434 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,465,444 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-902,195 |
| 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 |
| Contributions received in cash from employer | 2018-12-31 | $1,126,700 |
| Employer contributions (assets) at end of year | 2018-12-31 | $11,069 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $20,384 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $758,304 |
| Contract administrator fees | 2018-12-31 | $22,629 |
| 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 | WIPFLI, LLP |
| Accountancy firm EIN | 2018-12-31 | 390758449 |
| 2017 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2017 401k financial data |
|---|
| 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 |
| Total income from all sources (including contributions) | 2017-12-31 | $2,910,711 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $717,098 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $697,152 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,364,695 |
| Value of total assets at end of year | 2017-12-31 | $11,198,508 |
| Value of total assets at beginning of year | 2017-12-31 | $9,004,895 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $19,946 |
| Total interest from all sources | 2017-12-31 | $14,301 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $370,915 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $370,915 |
| 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 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $358,442 |
| Administrative expenses (other) incurred | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $2,193,613 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,198,508 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,004,895 |
| 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 | $9,712,680 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,717,722 |
| Interest earned on other investments | 2017-12-31 | $14,301 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,465,444 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,269,605 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,160,800 |
| 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 | $1,006,253 |
| Employer contributions (assets) at end of year | 2017-12-31 | $20,384 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $17,568 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $697,152 |
| Contract administrator fees | 2017-12-31 | $19,946 |
| 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 | WIPFLI, LLP |
| Accountancy firm EIN | 2017-12-31 | 390758449 |
| 2016 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $2,247,894 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $626,944 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $611,272 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,692,143 |
| Value of total assets at end of year | 2016-12-31 | $9,004,895 |
| Value of total assets at beginning of year | 2016-12-31 | $7,383,945 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $15,672 |
| Total interest from all sources | 2016-12-31 | $13,545 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $229,912 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $229,912 |
| 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 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $824,862 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $17,911 |
| Administrative expenses (other) incurred | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $1,620,950 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,004,895 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,383,945 |
| 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 | $7,717,722 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,139,880 |
| Interest earned on other investments | 2016-12-31 | $13,545 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,269,605 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,202,150 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $312,294 |
| 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 |
| Contributions received in cash from employer | 2016-12-31 | $867,281 |
| Employer contributions (assets) at end of year | 2016-12-31 | $17,568 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $24,004 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $611,272 |
| Contract administrator fees | 2016-12-31 | $15,672 |
| 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 | WIPFLI, LLP |
| Accountancy firm EIN | 2016-12-31 | 390758449 |
| 2015 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $702,064 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $847,382 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $846,102 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $844,859 |
| Value of total assets at end of year | 2015-12-31 | $7,383,945 |
| Value of total assets at beginning of year | 2015-12-31 | $7,529,263 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,280 |
| Total interest from all sources | 2015-12-31 | $15,706 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $305,351 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $305,351 |
| 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 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $57,677 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $17,911 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $30,339 |
| Administrative expenses (other) incurred | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-145,318 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,383,945 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,529,263 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,139,880 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,246,988 |
| Interest earned on other investments | 2015-12-31 | $15,706 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,202,150 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,251,936 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-463,852 |
| 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 |
| Contributions received in cash from employer | 2015-12-31 | $787,182 |
| Employer contributions (assets) at end of year | 2015-12-31 | $24,004 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $846,102 |
| Contract administrator fees | 2015-12-31 | $1,280 |
| 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 | WIPFLI, LLP |
| Accountancy firm EIN | 2015-12-31 | 390758449 |
| 2014 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $975,488 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $587,055 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $587,055 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $697,536 |
| Value of total assets at end of year | 2014-12-31 | $7,529,263 |
| Value of total assets at beginning of year | 2014-12-31 | $7,140,830 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
| Total interest from all sources | 2014-12-31 | $16,361 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $291,419 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $291,419 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| 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 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $72,028 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $30,339 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $17,762 |
| Administrative expenses (other) incurred | 2014-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $388,433 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,529,263 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,140,830 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,246,988 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,933,786 |
| Interest earned on other investments | 2014-12-31 | $16,361 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,251,936 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,189,282 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-29,828 |
| 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 |
| Contributions received in cash from employer | 2014-12-31 | $625,508 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $587,055 |
| 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 | WIPFLI, LLP |
| Accountancy firm EIN | 2014-12-31 | 390758449 |
| 2013 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,430,903 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $802,136 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $798,633 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $507,002 |
| Value of total assets at end of year | 2013-12-31 | $7,140,830 |
| Value of total assets at beginning of year | 2013-12-31 | $6,512,063 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,503 |
| Total interest from all sources | 2013-12-31 | $14,331 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $71,251 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $71,251 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| 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 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $31,334 |
| Administrative expenses (other) incurred | 2013-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $628,767 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,140,830 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,512,063 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,009,434 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,637,056 |
| Interest earned on other investments | 2013-12-31 | $14,331 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,131,396 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $831,812 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $43,195 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $838,319 |
| 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 |
| Contributions received in cash from employer | 2013-12-31 | $475,668 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $798,633 |
| Contract administrator fees | 2013-12-31 | $3,503 |
| 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 | WIPFLI, LLP |
| Accountancy firm EIN | 2013-12-31 | 390758449 |
| 2012 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| 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 | $1,062,888 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $1,011,768 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $992,981 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $348,325 |
| Value of total assets at end of year | 2012-12-31 | $6,512,063 |
| Value of total assets at beginning of year | 2012-12-31 | $6,460,943 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $18,787 |
| Total interest from all sources | 2012-12-31 | $8,669 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $146,531 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $146,531 |
| 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 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
| Administrative expenses (other) incurred | 2012-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $51,120 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,512,063 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,460,943 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,637,056 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,908,740 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,143 |
| Interest earned on other investments | 2012-12-31 | $8,669 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $952,821 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,597,851 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,597,851 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $831,812 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $388 |
| Asset value of US Government securities at end of year | 2012-12-31 | $43,195 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $488,923 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $70,440 |
| 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 | $348,325 |
| 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 | $992,981 |
| Contract administrator fees | 2012-12-31 | $18,787 |
| 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 | 2012-12-31 | Yes |
| 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 | WIPFLI, LLP |
| Accountancy firm EIN | 2012-12-31 | 390758449 |
| 2011 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| 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 | $165,500 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $160,131 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $155,755 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $410,354 |
| Value of total assets at end of year | 2011-12-31 | $6,460,943 |
| Value of total assets at beginning of year | 2011-12-31 | $6,455,574 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,376 |
| Total interest from all sources | 2011-12-31 | $310 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $14,584 |
| 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 | $5,369 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,460,943 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,455,574 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,908,740 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,415,140 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,143 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,213 |
| Interest earned on other investments | 2011-12-31 | $310 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $952,821 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,597,851 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $388 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $10,068 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-239,350 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-69 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $-5,745 |
| 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 |
| Contributions received in cash from employer | 2011-12-31 | $410,354 |
| Employer contributions (assets) at end of year | 2011-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $14,569 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $155,755 |
| Contract administrator fees | 2011-12-31 | $4,376 |
| 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 | WIPFLI LLP |
| Accountancy firm EIN | 2011-12-31 | 390758449 |
| 2010 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| 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 | $945,828 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $435,558 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $431,642 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $374,816 |
| Value of total assets at end of year | 2010-12-31 | $6,455,574 |
| Value of total assets at beginning of year | 2010-12-31 | $5,945,304 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,916 |
| Total interest from all sources | 2010-12-31 | $-49 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $85,217 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $85,217 |
| Administrative expenses professional fees incurred | 2010-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| 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 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $14,584 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $13,671 |
| Assets. Loans (other than to participants) at end of year | 2010-12-31 | $0 |
| Other income not declared elsewhere | 2010-12-31 | $0 |
| Administrative expenses (other) incurred | 2010-12-31 | $3,916 |
| 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 | $510,270 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,455,574 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,945,304 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,415,140 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,911,453 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,213 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,040 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $-49 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $10,068 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $19,140 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $485,844 |
| 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 | $374,816 |
| Employer contributions (assets) at end of year | 2010-12-31 | $14,569 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $431,642 |
| Contract administrator fees | 2010-12-31 | $0 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
| 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 | WIPFLI, LLP |
| Accountancy firm EIN | 2010-12-31 | 390758449 |
