NEWTON HEALTHCARE CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEWTON MEDICAL CENTER 401K RETIREMENT PLAN
Measure | Date | Value |
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2022 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-4,886,818 |
Total of all expenses incurred | 2022-12-31 | $4,477,149 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,313,810 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $33,145 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,210,934 |
Value of total assets at end of year | 2022-12-31 | $46,882,975 |
Value of total assets at beginning of year | 2022-12-31 | $56,246,942 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $130,194 |
Total interest from all sources | 2022-12-31 | $144,215 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $925,315 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $925,315 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,033,182 |
Participant contributions at end of year | 2022-12-31 | $296,407 |
Participant contributions at beginning of year | 2022-12-31 | $298,520 |
Participant contributions at end of year | 2022-12-31 | $69,063 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $51,090 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $4,690 |
Administrative expenses (other) incurred | 2022-12-31 | $120,819 |
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 | $-9,363,967 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $46,882,975 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $56,246,942 |
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 | $9,375 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $42,447,743 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $53,014,677 |
Interest on participant loans | 2022-12-31 | $15,051 |
Interest earned on other investments | 2022-12-31 | $129,142 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,116,430 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $14,311 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $22 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,897,772 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $2,933,745 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-9,167,282 |
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 | $1,126,662 |
Employer contributions (assets) at end of year | 2022-12-31 | $36,559 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,313,810 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
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 | Disclaimer |
Accountancy firm name | 2022-12-31 | REGIER CARR & MONROE, LLP |
Accountancy firm EIN | 2022-12-31 | 480507318 |
2021 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $9,328,238 |
Total of all expenses incurred | 2021-12-31 | $4,601,088 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,424,826 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $25,323 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,400,836 |
Value of total assets at end of year | 2021-12-31 | $56,246,942 |
Value of total assets at beginning of year | 2021-12-31 | $51,519,792 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $150,939 |
Total interest from all sources | 2021-12-31 | $124,984 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,823,152 |
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 | $1,823,152 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,039,087 |
Participant contributions at end of year | 2021-12-31 | $298,520 |
Participant contributions at beginning of year | 2021-12-31 | $420,321 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $240,107 |
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 | $4,727,150 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $56,246,942 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $51,519,792 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $53,014,677 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $48,269,807 |
Interest on participant loans | 2021-12-31 | $22,480 |
Interest earned on other investments | 2021-12-31 | $102,504 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,933,745 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $2,829,664 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,979,266 |
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 | $1,121,642 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,424,826 |
Contract administrator fees | 2021-12-31 | $150,939 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | REGIER CARR & MONROE, LLP |
Accountancy firm EIN | 2021-12-31 | 480507318 |
2020 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $9,460,296 |
Total of all expenses incurred | 2020-12-31 | $3,677,271 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,523,449 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $16,905 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,094,783 |
Value of total assets at end of year | 2020-12-31 | $51,519,792 |
Value of total assets at beginning of year | 2020-12-31 | $45,736,767 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $136,917 |
Total interest from all sources | 2020-12-31 | $134,263 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,021,544 |
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 | $1,021,544 |
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 | $1,955,406 |
Participant contributions at end of year | 2020-12-31 | $420,321 |
Participant contributions at beginning of year | 2020-12-31 | $403,129 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $69,398 |
Other income not declared elsewhere | 2020-12-31 | $4,806 |
Administrative expenses (other) incurred | 2020-12-31 | $1,008 |
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 | $5,783,025 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $51,519,792 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $45,736,767 |
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 | $48,269,807 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $42,594,977 |
Interest on participant loans | 2020-12-31 | $23,409 |
Interest earned on other investments | 2020-12-31 | $110,854 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $2,829,664 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $2,738,661 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,204,900 |
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 | $1,069,979 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,523,449 |
Contract administrator fees | 2020-12-31 | $135,909 |
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 | 2020-12-31 | No |
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 | KNUDSEN, MONROE & CO., LLC |
Accountancy firm EIN | 2020-12-31 | 480764317 |
2019 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2019 401k financial data |
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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 | $29 |
Total income from all sources (including contributions) | 2019-12-31 | $10,377,167 |
Total of all expenses incurred | 2019-12-31 | $2,819,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,653,427 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $12,963 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,015,632 |
Value of total assets at end of year | 2019-12-31 | $45,736,767 |
Value of total assets at beginning of year | 2019-12-31 | $38,178,681 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $152,662 |
Total interest from all sources | 2019-12-31 | $129,449 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $964,666 |
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 | $964,666 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,023,320 |
Participant contributions at end of year | 2019-12-31 | $403,129 |
Participant contributions at beginning of year | 2019-12-31 | $430,592 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $22,578 |
Other income not declared elsewhere | 2019-12-31 | $4,738 |
Administrative expenses (other) incurred | 2019-12-31 | $9,235 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $29 |
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 | $7,558,115 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $45,736,767 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $38,178,652 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $42,594,977 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $35,034,905 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,543 |
Interest on participant loans | 2019-12-31 | $22,448 |
Interest earned on other investments | 2019-12-31 | $107,001 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $2,738,661 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,668,675 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,262,299 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $383 |
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 | $969,734 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $42,966 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,653,427 |
Contract administrator fees | 2019-12-31 | $143,427 |
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 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KNUDSEN, MONROE & CO., LLC |
Accountancy firm EIN | 2019-12-31 | 480764317 |
2018 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2018 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $29 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $966 |
Total income from all sources (including contributions) | 2018-12-31 | $1,394,003 |
Total of all expenses incurred | 2018-12-31 | $3,489,711 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,291,640 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $65,105 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,121,068 |
Value of total assets at end of year | 2018-12-31 | $38,178,681 |
Value of total assets at beginning of year | 2018-12-31 | $40,275,326 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $132,966 |
Total interest from all sources | 2018-12-31 | $131,023 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $712,935 |
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 | $712,935 |
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 | $1,931,353 |
Participant contributions at end of year | 2018-12-31 | $430,592 |
Participant contributions at beginning of year | 2018-12-31 | $461,682 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $238 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $126,768 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $25 |
Other income not declared elsewhere | 2018-12-31 | $51,444 |
Administrative expenses (other) incurred | 2018-12-31 | $-9,830 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $29 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $966 |
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 | $-2,095,708 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $38,178,652 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $40,274,360 |
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 | $35,034,905 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $36,708,110 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,543 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $551,321 |
Interest on participant loans | 2018-12-31 | $24,001 |
Interest earned on other investments | 2018-12-31 | $107,022 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $2,668,675 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $2,517,340 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,622,795 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $328 |
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 | $1,062,947 |
Employer contributions (assets) at end of year | 2018-12-31 | $42,966 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $36,610 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,291,640 |
Contract administrator fees | 2018-12-31 | $142,796 |
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 | 2018-12-31 | No |
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 | KNUDSEN, MONROE & CO., LLC |
Accountancy firm EIN | 2018-12-31 | 480764317 |
2017 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2017 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $966 |
Total income from all sources (including contributions) | 2017-12-31 | $8,816,623 |
Total of all expenses incurred | 2017-12-31 | $2,585,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,494,265 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $5,346 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,060,697 |
Value of total assets at end of year | 2017-12-31 | $40,275,326 |
Value of total assets at beginning of year | 2017-12-31 | $34,043,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $86,224 |
Total interest from all sources | 2017-12-31 | $116,552 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,269,538 |
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 | $1,269,538 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
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 | $1,613,914 |
Participant contributions at end of year | 2017-12-31 | $461,682 |
Participant contributions at beginning of year | 2017-12-31 | $351,022 |
Participant contributions at end of year | 2017-12-31 | $238 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $494,859 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $25 |
Administrative expenses (other) incurred | 2017-12-31 | $9,920 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $966 |
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 | $6,230,788 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $40,274,360 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $34,043,572 |
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 | $36,708,110 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $30,697,787 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $551,321 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $440,818 |
Interest on participant loans | 2017-12-31 | $18,367 |
Interest earned on other investments | 2017-12-31 | $98,185 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $2,517,340 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $2,553,945 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $249,098 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,347,258 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $22,578 |
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 | Yes |
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 | $951,924 |
Employer contributions (assets) at end of year | 2017-12-31 | $36,610 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,245,167 |
Contract administrator fees | 2017-12-31 | $76,304 |
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 | 2017-12-31 | No |
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 | KNUDSEN, MONROE & CO., LLC |
Accountancy firm EIN | 2017-12-31 | 480764317 |
2016 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $5,242,147 |
Total of all expenses incurred | 2016-12-31 | $1,988,031 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,907,873 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $16,559 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,747,676 |
Value of total assets at end of year | 2016-12-31 | $34,043,572 |
Value of total assets at beginning of year | 2016-12-31 | $30,789,456 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $63,599 |
Total interest from all sources | 2016-12-31 | $117,947 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,026,242 |
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 | $1,026,242 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
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 | $1,550,944 |
Participant contributions at end of year | 2016-12-31 | $351,022 |
Participant contributions at beginning of year | 2016-12-31 | $322,195 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $319,052 |
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 | $3,254,116 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $34,043,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $30,789,456 |
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 | $30,697,787 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $27,927,136 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $440,818 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $359,919 |
Interest on participant loans | 2016-12-31 | $15,257 |
Interest earned on other investments | 2016-12-31 | $102,690 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $2,553,945 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $2,180,206 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,330,600 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $19,682 |
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 | $877,680 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,907,873 |
Contract administrator fees | 2016-12-31 | $63,599 |
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 | 2016-12-31 | No |
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 | KNUDSEN, MONROE & CO.,LLC |
Accountancy firm EIN | 2016-12-31 | 480764317 |
2015 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $2,427,747 |
Total of all expenses incurred | 2015-12-31 | $2,781,083 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,692,351 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $30,489 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,297,095 |
Value of total assets at end of year | 2015-12-31 | $30,789,456 |
Value of total assets at beginning of year | 2015-12-31 | $31,142,792 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $58,243 |
Total interest from all sources | 2015-12-31 | $94,654 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,202,309 |
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 | $1,202,309 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
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 | $1,475,594 |
Participant contributions at end of year | 2015-12-31 | $322,195 |
Participant contributions at beginning of year | 2015-12-31 | $311,283 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $44,497 |
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 | $-353,336 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $30,789,456 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $31,142,792 |
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 | $27,927,136 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $28,790,719 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $359,919 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $282,577 |
Interest on participant loans | 2015-12-31 | $12,977 |
Interest earned on other investments | 2015-12-31 | $81,677 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $2,180,206 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,758,213 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $212,769 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,190,818 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $24,507 |
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 | $777,004 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,479,582 |
Contract administrator fees | 2015-12-31 | $58,243 |
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 | 2015-12-31 | No |
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 | KNUDSEN, MONROE & CO., LLC |
Accountancy firm EIN | 2015-12-31 | 480764317 |
2014 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $4,217,076 |
Total of all expenses incurred | 2014-12-31 | $2,331,473 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,223,443 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $50,306 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,433,859 |
Value of total assets at end of year | 2014-12-31 | $31,142,792 |
Value of total assets at beginning of year | 2014-12-31 | $29,257,189 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $57,724 |
Total interest from all sources | 2014-12-31 | $81,778 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,126,305 |
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 | $1,126,305 |
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 | $1,422,804 |
Participant contributions at end of year | 2014-12-31 | $311,283 |
Participant contributions at beginning of year | 2014-12-31 | $367,358 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $186,674 |
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 | $1,885,603 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $31,142,792 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $29,257,189 |
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 | $28,790,719 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $27,272,405 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $282,577 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $216,899 |
Interest on participant loans | 2014-12-31 | $14,848 |
Interest earned on other investments | 2014-12-31 | $66,930 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,758,213 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,400,527 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $546,677 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $28,457 |
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 | $824,381 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,223,443 |
Contract administrator fees | 2014-12-31 | $57,724 |
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 | 2014-12-31 | No |
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 | KNUDSEN, MONROE & CO., LLC |
Accountancy firm EIN | 2014-12-31 | 480764317 |
2013 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $6,595,716 |
Total of all expenses incurred | 2013-12-31 | $2,777,223 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,721,583 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $2,281 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,569,499 |
Value of total assets at end of year | 2013-12-31 | $29,257,189 |
Value of total assets at beginning of year | 2013-12-31 | $25,438,696 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $53,359 |
Total interest from all sources | 2013-12-31 | $72,940 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,019,288 |
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 | $1,019,288 |
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 | $1,291,353 |
Participant contributions at end of year | 2013-12-31 | $367,358 |
Participant contributions at beginning of year | 2013-12-31 | $402,359 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $19,888 |
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 | $3,818,493 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $29,257,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $25,438,696 |
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 | $27,272,405 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $23,661,068 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $216,899 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $198,941 |
Interest on participant loans | 2013-12-31 | $16,049 |
Interest earned on other investments | 2013-12-31 | $56,891 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,400,527 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,176,328 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,914,306 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $19,683 |
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 | $258,258 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,721,583 |
Contract administrator fees | 2013-12-31 | $53,359 |
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 | 2013-12-31 | No |
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 | KNUDSEN, MONROE & CO., LLC |
Accountancy firm EIN | 2013-12-31 | 480764317 |
2012 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $9,335 |
Total income from all sources (including contributions) | 2012-12-31 | $2,785,328 |
Total of all expenses incurred | 2012-12-31 | $949,148 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $925,109 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,126,958 |
Value of total assets at end of year | 2012-12-31 | $25,438,696 |
Value of total assets at beginning of year | 2012-12-31 | $23,611,851 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $24,039 |
Total interest from all sources | 2012-12-31 | $34,521 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $553,163 |
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 | $553,163 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $641,206 |
Participant contributions at end of year | 2012-12-31 | $402,359 |
Participant contributions at beginning of year | 2012-12-31 | $413,448 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $164,191 |
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 | $1,836,180 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $25,438,696 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $23,602,516 |
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 | $23,661,068 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $21,918,352 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $198,941 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $181,215 |
Interest on participant loans | 2012-12-31 | $8,728 |
Interest earned on other investments | 2012-12-31 | $25,793 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,176,328 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,098,836 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,063,277 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $7,409 |
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 | $321,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $925,109 |
Contract administrator fees | 2012-12-31 | $24,039 |
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 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $9,335 |
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 | KNUDSEN, MONROE & CO., LLC |
Accountancy firm EIN | 2012-12-31 | 480764317 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $9,335 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $9,154 |
Total income from all sources (including contributions) | 2012-06-30 | $2,072,597 |
Total of all expenses incurred | 2012-06-30 | $1,284,823 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $1,200,541 |
Expenses. Certain deemed distributions of participant loans | 2012-06-30 | $42,087 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $1,909,460 |
Value of total assets at end of year | 2012-06-30 | $23,611,851 |
Value of total assets at beginning of year | 2012-06-30 | $22,823,896 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $42,195 |
Total interest from all sources | 2012-06-30 | $61,349 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $453,524 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $453,524 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $1,253,432 |
Participant contributions at end of year | 2012-06-30 | $413,448 |
Participant contributions at beginning of year | 2012-06-30 | $320,979 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $84,169 |
Administrative expenses (other) incurred | 2012-06-30 | $58 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $787,774 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $23,602,516 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $22,814,742 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $21,918,352 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $21,514,460 |
Value of interest in pooled separate accounts at end of year | 2012-06-30 | $181,215 |
Value of interest in pooled separate accounts at beginning of year | 2012-06-30 | $112,168 |
Interest on participant loans | 2012-06-30 | $18,155 |
Interest earned on other investments | 2012-06-30 | $43,194 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $1,098,836 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $876,289 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-367,204 |
Net investment gain/loss from pooled separate accounts | 2012-06-30 | $15,468 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $571,859 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $1,200,541 |
Contract administrator fees | 2012-06-30 | $42,137 |
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 | 2012-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-06-30 | $9,335 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-06-30 | $9,154 |
Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
Accountancy firm name | 2012-06-30 | KNUDSEN, MONROE & CO., LLC |
Accountancy firm EIN | 2012-06-30 | 480764317 |
2011 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2011 401k financial data |
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Total transfer of assets to this plan | 2011-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $9,154 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $13,794 |
Total income from all sources (including contributions) | 2011-06-30 | $5,978,657 |
Total of all expenses incurred | 2011-06-30 | $1,836,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $1,783,357 |
Expenses. Certain deemed distributions of participant loans | 2011-06-30 | $2,748 |
Value of total corrective distributions | 2011-06-30 | $9,154 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $1,825,104 |
Value of total assets at end of year | 2011-06-30 | $22,823,896 |
Value of total assets at beginning of year | 2011-06-30 | $18,686,497 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $41,359 |
Total interest from all sources | 2011-06-30 | $47,585 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $384,892 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $384,892 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $533,898 |
Participant contributions at end of year | 2011-06-30 | $320,979 |
Participant contributions at beginning of year | 2011-06-30 | $272,402 |
Participant contributions at end of year | 2011-06-30 | $0 |
Participant contributions at beginning of year | 2011-06-30 | $628 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $63,764 |
Administrative expenses (other) incurred | 2011-06-30 | $41,359 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $4,142,039 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $22,814,742 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $18,672,703 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $21,514,460 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $17,521,763 |
Value of interest in pooled separate accounts at end of year | 2011-06-30 | $112,168 |
Value of interest in pooled separate accounts at beginning of year | 2011-06-30 | $64,729 |
Interest on participant loans | 2011-06-30 | $13,424 |
Interest earned on other investments | 2011-06-30 | $34,161 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $876,289 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $826,841 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $3,705,016 |
Net investment gain/loss from pooled separate accounts | 2011-06-30 | $16,060 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $1,227,442 |
Employer contributions (assets) at end of year | 2011-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2011-06-30 | $134 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $1,783,357 |
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 | 2011-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-06-30 | $9,154 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-06-30 | $13,794 |
Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
Accountancy firm name | 2011-06-30 | KNUDSEN, MONROE & CO., LLC |
Accountancy firm EIN | 2011-06-30 | 480764317 |