| Plan Name | SIOUXLAND COMMUNITY HEALTH CENTER RET PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SIOUXLAND COMMUNITY HEALTH CENTER |
| Employer identification number (EIN): | 421374894 |
| NAIC Classification: | 621498 |
| NAIC Description: | All Other Outpatient Care Centers |
Additional information about SIOUXLAND COMMUNITY HEALTH CENTER
| Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
| Incorporation Date: | 1991-07-15 |
| Company Identification Number: | 151619 |
| Legal Registered Office Address: |
1021 NEBRASKA ST. SIOUX CITY United States of America (USA) 51105 |
More information about SIOUXLAND COMMUNITY HEALTH CENTER
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2013-01-01 | JAN ANDERSON | |||
| 002 | 2012-01-01 | JAN ANDERSON | |||
| 002 | 2011-01-01 | MICHELLE STEPHAN | |||
| 002 | 2010-01-01 | MICHELLE STEPHAN | |||
| 002 | 2009-01-01 | MICHELLE STEPHAN |
| Measure | Date | Value |
|---|---|---|
| 2013 : SIOUXLAND COMMUNITY HEALTH CENTER RET PLAN 2013 401k financial data | ||
| Total income from all sources (including contributions) | 2013-12-31 | $2,201,508 |
| Total of all expenses incurred | 2013-12-31 | $614,888 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $583,473 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,126,897 |
| Value of total assets at end of year | 2013-12-31 | $7,833,055 |
| Value of total assets at beginning of year | 2013-12-31 | $6,246,435 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $31,415 |
| Total interest from all sources | 2013-12-31 | $6 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $179,428 |
| 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 | $179,428 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $580,791 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $178,460 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $30,222 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $1,586,620 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,833,055 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,246,435 |
| 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 |
| Investment advisory and management fees | 2013-12-31 | $31,415 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,750,012 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,161,910 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $83,043 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $54,303 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $54,303 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $6 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $895,177 |
| 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 | $367,646 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $583,473 |
| 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 | BKD, LLP |
| Accountancy firm EIN | 2013-12-31 | 440160260 |
| 2012 : SIOUXLAND COMMUNITY HEALTH CENTER RET PLAN 2012 401k financial data | ||
| Total income from all sources (including contributions) | 2012-12-31 | $1,690,999 |
| Total of all expenses incurred | 2012-12-31 | $428,862 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $400,334 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $953,694 |
| Value of total assets at end of year | 2012-12-31 | $6,246,435 |
| Value of total assets at beginning of year | 2012-12-31 | $4,984,298 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $28,528 |
| Total interest from all sources | 2012-12-31 | $7 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $176,099 |
| 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 | $176,099 |
| 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 | $539,982 |
| Participant contributions at beginning of year | 2012-12-31 | $18,131 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $58,816 |
| Total non interest bearing cash at end of year | 2012-12-31 | $30,222 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $1,262,137 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,246,435 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,984,298 |
| 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 |
| Investment advisory and management fees | 2012-12-31 | $28,528 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $6,161,910 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,876,375 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $54,303 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $77,447 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $77,447 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $7 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $561,199 |
| 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 | $354,896 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $12,345 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $400,334 |
| 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 | BKD, LLP |
| Accountancy firm EIN | 2012-12-31 | 440160260 |
| 2011 : SIOUXLAND COMMUNITY HEALTH CENTER RET PLAN 2011 401k financial data | ||
| Total income from all sources (including contributions) | 2011-12-31 | $684,642 |
| Total of all expenses incurred | 2011-12-31 | $219,428 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $194,119 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $823,200 |
| Value of total assets at end of year | 2011-12-31 | $4,984,298 |
| Value of total assets at beginning of year | 2011-12-31 | $4,519,084 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $25,309 |
| Total interest from all sources | 2011-12-31 | $8 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $59,115 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $59,115 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $465,471 |
| Participant contributions at end of year | 2011-12-31 | $18,131 |
| Participant contributions at beginning of year | 2011-12-31 | $30,314 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $54,301 |
| 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 | $465,214 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,984,298 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,519,084 |
| 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 |
| Investment advisory and management fees | 2011-12-31 | $25,309 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,876,375 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,411,377 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $77,447 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $55,452 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $55,452 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $8 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-197,681 |
| 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 | $303,428 |
| Employer contributions (assets) at end of year | 2011-12-31 | $12,345 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $21,941 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $194,119 |
| 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 | 2011-12-31 | No |
| 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 | BKD, LLP |
| Accountancy firm EIN | 2011-12-31 | 440160260 |
| 2010 : SIOUXLAND COMMUNITY HEALTH CENTER RET PLAN 2010 401k financial data | ||
| Total income from all sources (including contributions) | 2010-12-31 | $1,287,911 |
| Total of all expenses incurred | 2010-12-31 | $93,758 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $71,603 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $743,818 |
| Value of total assets at end of year | 2010-12-31 | $4,519,084 |
| Value of total assets at beginning of year | 2010-12-31 | $3,324,931 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $22,155 |
| Total interest from all sources | 2010-12-31 | $7 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $39,516 |
| 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 | $39,516 |
| 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 | $403,247 |
| Participant contributions at end of year | 2010-12-31 | $30,314 |
| Participant contributions at beginning of year | 2010-12-31 | $14,873 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $73,692 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $1,194,153 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,519,084 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,324,931 |
| 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 |
| Investment advisory and management fees | 2010-12-31 | $22,155 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,411,377 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,251,104 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $55,452 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $50,574 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $50,574 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $7 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $504,570 |
| 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 | $266,879 |
| Employer contributions (assets) at end of year | 2010-12-31 | $21,941 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $8,380 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $71,603 |
| 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 | 2010-12-31 | No |
| 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 | BKD LLP |
| Accountancy firm EIN | 2010-12-31 | 440160260 |
| 2013: SIOUXLAND COMMUNITY HEALTH CENTER RET PLAN 2013 form 5500 responses | ||
|---|---|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SIOUXLAND COMMUNITY HEALTH CENTER RET PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SIOUXLAND COMMUNITY HEALTH CENTER RET PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SIOUXLAND COMMUNITY HEALTH CENTER RET PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SIOUXLAND COMMUNITY HEALTH CENTER RET PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |