SOUTHERN DOMINION HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHERN DOMINION HEALTH HEALTH SYSTEMS INC
| Measure | Date | Value |
|---|
| 2025 : SOUTHERN DOMINION HEALTH HEALTH SYSTEMS INC 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-23 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-23 | 423340 |
| Net assets as of the end of the plan year | 2025-06-23 | 5402950 |
| Total assets as of the beginning of the plan year | 2025-06-23 | 4661724 |
| Value of plan covered by a fidelity bond | 2025-06-23 | 240000 |
| Participant contributions to plan in this plan year | 2025-06-23 | 319341 |
| Value of participant loans at end of plan year | 2025-06-23 | 8622 |
| Other expenses paid from plan in this plan year | 2025-06-23 | 0 |
| Other contributions to plan in this plan year | 2025-06-23 | 66191 |
| Other income to plan in this plan year | 2025-06-23 | 606550 |
| Plan net income in this plan year | 2025-06-23 | 741226 |
| Net assets as of the end of the plan year | 2025-06-23 | 5402950 |
| Net assets as of the beginning of the plan year | 2025-06-23 | 4661724 |
| Value of contributions failed to transmitted timely | 2025-06-23 | 48 |
| Employer contributions to plan in this plan year | 2025-06-23 | 172484 |
| Fees paid to broker by Benefit Provider | 2025-06-23 | 598 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-23 | 10176 |
| 2024 : SOUTHERN DOMINION HEALTH HEALTH SYSTEMS INC 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-06-07 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-07 | 326632 |
| Net assets as of the end of the plan year | 2024-06-07 | 4661724 |
| Total assets as of the beginning of the plan year | 2024-06-07 | 3764440 |
| Value of plan covered by a fidelity bond | 2024-06-07 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-07 | 332853 |
| Value of participant loans at end of plan year | 2024-06-07 | 8635 |
| Other contributions to plan in this plan year | 2024-06-07 | 34911 |
| Other income to plan in this plan year | 2024-06-07 | 688689 |
| Plan net income in this plan year | 2024-06-07 | 897284 |
| Net assets as of the end of the plan year | 2024-06-07 | 4661724 |
| Net assets as of the beginning of the plan year | 2024-06-07 | 3764440 |
| Value of contributions failed to transmitted timely | 2024-06-07 | 48 |
| Employer contributions to plan in this plan year | 2024-06-07 | 167463 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-07 | 7854 |
| 2022 : SOUTHERN DOMINION HEALTH HEALTH SYSTEMS INC 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 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-259,799 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $543,479 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $536,818 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $604,201 |
| Value of total assets at end of year | 2022-12-31 | $3,764,440 |
| Value of total assets at beginning of year | 2022-12-31 | $4,567,718 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,661 |
| Total interest from all sources | 2022-12-31 | $2,719 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $350,000 |
| 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 | $311,344 |
| Participant contributions at end of year | 2022-12-31 | $12,107 |
| Participant contributions at beginning of year | 2022-12-31 | $11,738 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $130,477 |
| Other income not declared elsewhere | 2022-12-31 | $697 |
| 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 | $-803,278 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,764,440 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,567,718 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,306,552 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,570,668 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,033,999 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,697,517 |
| Interest on participant loans | 2022-12-31 | $2,719 |
| Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $411,782 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $287,795 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-594,101 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-273,315 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
| 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 | $162,380 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $536,818 |
| Contract administrator fees | 2022-12-31 | $6,661 |
| 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 | ROBINSON, FAMRMER, COX, ASSC |
| Accountancy firm EIN | 2022-12-31 | 541896113 |
| 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 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-259,799 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $543,479 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $536,818 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $604,201 |
| Value of total assets at end of year | 2022-01-01 | $3,764,440 |
| Value of total assets at beginning of year | 2022-01-01 | $4,567,718 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $6,661 |
| Total interest from all sources | 2022-01-01 | $1,394 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $350,000 |
| 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 | $311,344 |
| Participant contributions at end of year | 2022-01-01 | $12,107 |
| Participant contributions at beginning of year | 2022-01-01 | $11,738 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $130,477 |
| Other income not declared elsewhere | 2022-01-01 | $697 |
| 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 | $-803,278 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $3,764,440 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $4,567,718 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $2,306,552 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $2,570,668 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $1,033,999 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $1,697,517 |
| Interest on participant loans | 2022-01-01 | $1,394 |
| Value of interest in master investment trust accounts at end of year | 2022-01-01 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2022-01-01 | $0 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-01-01 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $411,782 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $287,795 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-271,990 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-593,404 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $0 |
| Net gain/loss from 103.12 investment entities | 2022-01-01 | $0 |
| 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 | $162,380 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $536,818 |
| Contract administrator fees | 2022-01-01 | $6,661 |
| 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 | 3 |
| Accountancy firm name | 2022-01-01 | ROBINSON, FAMRMER, COX, ASSC |
| Accountancy firm EIN | 2022-01-01 | 541896113 |
| 2021 : SOUTHERN DOMINION HEALTH HEALTH SYSTEMS INC 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $965,694 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $279,476 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $272,880 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $518,652 |
| Value of total assets at end of year | 2021-12-31 | $4,567,718 |
| Value of total assets at beginning of year | 2021-12-31 | $3,881,500 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $6,596 |
| Total interest from all sources | 2021-12-31 | $2,351 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $240,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $312,777 |
| Participant contributions at end of year | 2021-12-31 | $11,738 |
| Participant contributions at beginning of year | 2021-12-31 | $11,396 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $52,751 |
| Other income not declared elsewhere | 2021-12-31 | $434 |
| 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 | $686,218 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,567,718 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,881,500 |
| 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 | $4,268,185 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,021,374 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $1,563,945 |
| Interest on participant loans | 2021-12-31 | $2,351 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $287,795 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $284,785 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $444,257 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
| 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 | $153,124 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $272,880 |
| Contract administrator fees | 2021-12-31 | $6,596 |
| 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 | ROBINSON, FAMRMER, COX, ASSC |
| Accountancy firm EIN | 2021-12-31 | 541896113 |
| 2020 : SOUTHERN DOMINION HEALTH HEALTH SYSTEMS INC 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 | $0 |
| 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 | $1,055,336 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $469,011 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $464,423 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $484,711 |
| Value of total assets at end of year | 2020-12-31 | $3,881,500 |
| Value of total assets at beginning of year | 2020-12-31 | $3,295,175 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,588 |
| Total interest from all sources | 2020-12-31 | $2,009 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $240,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $294,401 |
| Participant contributions at end of year | 2020-12-31 | $11,396 |
| Participant contributions at beginning of year | 2020-12-31 | $11,166 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $46,808 |
| Other income not declared elsewhere | 2020-12-31 | $430 |
| 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 | $586,325 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,881,500 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,295,175 |
| 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 | $2,021,374 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,298,326 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $1,563,945 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $1,592,443 |
| Interest on participant loans | 2020-12-31 | $2,009 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $284,785 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $393,240 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $382,420 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $185,766 |
| 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 | $143,502 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $464,423 |
| Contract administrator fees | 2020-12-31 | $4,588 |
| 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 | ROBINSON, FAMRMER, COX, ASSC |
| Accountancy firm EIN | 2020-12-31 | 541896113 |
