SOUTHEASTERN REGIONAL MEDICAL CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN
401k plan membership statisitcs for SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN
Measure | Date | Value |
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2021 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $26,700,098 |
Total of all expenses incurred | 2021-12-31 | $11,762,943 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $11,466,413 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $26,295 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,359,593 |
Value of total assets at end of year | 2021-12-31 | $143,759,920 |
Value of total assets at beginning of year | 2021-12-31 | $128,822,765 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $270,235 |
Total interest from all sources | 2021-12-31 | $354,102 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,831,445 |
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 | $4,831,445 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
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 | $5,917,494 |
Participant contributions at end of year | 2021-12-31 | $1,219,364 |
Participant contributions at beginning of year | 2021-12-31 | $1,571,176 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $227,048 |
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 | $14,937,155 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $143,759,920 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $128,822,765 |
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 | $132,130,824 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $117,002,958 |
Interest on participant loans | 2021-12-31 | $65,494 |
Interest earned on other investments | 2021-12-31 | $288,608 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $10,409,732 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $10,248,631 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $1,122,288 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $13,154,958 |
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 | $2,215,051 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $10,344,125 |
Contract administrator fees | 2021-12-31 | $270,235 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | S. PRESTON DOUGLAS & ASSOCIATES LLP |
Accountancy firm EIN | 2021-12-31 | 560731565 |
2020 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $23,837,065 |
Total of all expenses incurred | 2020-12-31 | $12,664,615 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $12,237,947 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $41,717 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $8,029,528 |
Value of total assets at end of year | 2020-12-31 | $128,822,765 |
Value of total assets at beginning of year | 2020-12-31 | $117,650,315 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $384,951 |
Total interest from all sources | 2020-12-31 | $404,185 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,598,454 |
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 | $3,598,454 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
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 | $5,830,711 |
Participant contributions at end of year | 2020-12-31 | $1,571,176 |
Participant contributions at beginning of year | 2020-12-31 | $1,818,948 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $69,868 |
Other income not declared elsewhere | 2020-12-31 | $-171,501 |
Administrative expenses (other) incurred | 2020-12-31 | $384,951 |
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 | $11,172,450 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $128,822,765 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $117,650,315 |
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 | $117,002,958 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $106,158,167 |
Interest on participant loans | 2020-12-31 | $123,105 |
Interest earned on other investments | 2020-12-31 | $281,080 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $10,248,631 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $9,673,200 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $561,330 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $11,976,399 |
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 | $2,128,949 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,676,617 |
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 | S. PRESTON DOUGLAS & ASSOCIATES LLP |
Accountancy firm EIN | 2020-12-31 | 560731565 |
2019 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $28,154,978 |
Total income from all sources (including contributions) | 2019-12-31 | $28,154,978 |
Total of all expenses incurred | 2019-12-31 | $9,763,055 |
Total of all expenses incurred | 2019-12-31 | $9,763,055 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,329,392 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,329,392 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $65,841 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $65,841 |
Value of total corrective distributions | 2019-12-31 | $11,586 |
Value of total corrective distributions | 2019-12-31 | $11,586 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,767,480 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,767,480 |
Value of total assets at end of year | 2019-12-31 | $117,650,315 |
Value of total assets at end of year | 2019-12-31 | $117,650,315 |
Value of total assets at beginning of year | 2019-12-31 | $99,258,392 |
Value of total assets at beginning of year | 2019-12-31 | $99,258,392 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $356,236 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $356,236 |
Total interest from all sources | 2019-12-31 | $355,687 |
Total interest from all sources | 2019-12-31 | $355,687 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,549,507 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,549,507 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,549,507 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,549,507 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $6,308,872 |
Contributions received from participants | 2019-12-31 | $6,308,872 |
Participant contributions at end of year | 2019-12-31 | $1,818,948 |
Participant contributions at end of year | 2019-12-31 | $1,818,948 |
Participant contributions at beginning of year | 2019-12-31 | $1,702,086 |
Participant contributions at beginning of year | 2019-12-31 | $1,702,086 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $217,411 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $217,411 |
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 |
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 | $18,391,923 |
Value of net income/loss | 2019-12-31 | $18,391,923 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $117,650,315 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $117,650,315 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $99,258,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $99,258,392 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $106,158,167 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $106,158,167 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $87,387,060 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $87,387,060 |
Interest on participant loans | 2019-12-31 | $81,547 |
Interest on participant loans | 2019-12-31 | $81,547 |
Interest earned on other investments | 2019-12-31 | $274,140 |
Interest earned on other investments | 2019-12-31 | $274,140 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $9,673,200 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $9,673,200 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $10,169,246 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $10,169,246 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $15,482,304 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $15,482,304 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $2,241,197 |
Contributions received in cash from employer | 2019-12-31 | $2,241,197 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,329,392 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,329,392 |
Contract administrator fees | 2019-12-31 | $356,236 |
Contract administrator fees | 2019-12-31 | $356,236 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | S. PRESTON DOUGLAS & ASSOCIATES LLP |
Accountancy firm name | 2019-12-31 | S. PRESTON DOUGLAS & ASSOCIATES LLP |
Accountancy firm EIN | 2019-12-31 | 560731565 |
Accountancy firm EIN | 2019-12-31 | 560731565 |
2018 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $4,655,686 |
Total of all expenses incurred | 2018-12-31 | $9,225,258 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $8,839,199 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $43,469 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $9,643,038 |
Value of total assets at end of year | 2018-12-31 | $99,258,392 |
Value of total assets at beginning of year | 2018-12-31 | $103,827,964 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $342,590 |
Total interest from all sources | 2018-12-31 | $367,838 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $3,905,844 |
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 | $3,905,844 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
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 | $5,467,627 |
Participant contributions at end of year | 2018-12-31 | $1,702,086 |
Participant contributions at beginning of year | 2018-12-31 | $1,887,098 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $112,088 |
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 | $-4,569,572 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $99,258,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $103,827,964 |
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 | $87,387,060 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $91,847,495 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
Interest on participant loans | 2018-12-31 | $78,355 |
Interest earned on other investments | 2018-12-31 | $289,483 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $10,169,246 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $10,093,371 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-9,261,034 |
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 | Yes |
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 | $4,063,323 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $8,839,199 |
Contract administrator fees | 2018-12-31 | $342,590 |
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 | S. PRESTON DOUGLAS & ASSOCIATES LLP |
Accountancy firm EIN | 2018-12-31 | 560731565 |
2017 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $22,940,941 |
Total of all expenses incurred | 2017-12-31 | $7,076,993 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,750,131 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $49,692 |
Value of total corrective distributions | 2017-12-31 | $1,358 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $9,735,590 |
Value of total assets at end of year | 2017-12-31 | $103,827,964 |
Value of total assets at beginning of year | 2017-12-31 | $87,964,016 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $275,812 |
Total interest from all sources | 2017-12-31 | $349,482 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,890,672 |
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 | $2,890,672 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
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 | $5,475,750 |
Participant contributions at end of year | 2017-12-31 | $1,887,098 |
Participant contributions at beginning of year | 2017-12-31 | $1,708,905 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $403,702 |
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 | $15,863,948 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $103,827,964 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $87,964,016 |
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 | $91,847,495 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $76,347,448 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
Interest on participant loans | 2017-12-31 | $72,544 |
Interest earned on other investments | 2017-12-31 | $276,938 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $10,093,371 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $9,907,663 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $9,965,197 |
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 | $3,856,138 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,750,131 |
Contract administrator fees | 2017-12-31 | $275,812 |
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 | S. PRESTON DOUGLAS & ASSOCIATES LLP |
Accountancy firm EIN | 2017-12-31 | 560731565 |
2016 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $15,390,802 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $5,246,729 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,915,825 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $49,211 |
Value of total corrective distributions | 2016-12-31 | $27,365 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $9,992,667 |
Value of total assets at end of year | 2016-12-31 | $87,964,016 |
Value of total assets at beginning of year | 2016-12-31 | $77,819,943 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $254,328 |
Total interest from all sources | 2016-12-31 | $322,351 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,780,256 |
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 | $1,780,256 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
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 | $5,531,748 |
Participant contributions at end of year | 2016-12-31 | $1,708,905 |
Participant contributions at beginning of year | 2016-12-31 | $1,386,485 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $300,414 |
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 | $10,144,073 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $87,964,016 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $77,819,943 |
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 | $76,347,448 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $66,983,259 |
Interest on participant loans | 2016-12-31 | $54,563 |
Interest earned on other investments | 2016-12-31 | $267,788 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $9,907,663 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $9,450,199 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,295,528 |
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 | $4,160,505 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,915,825 |
Contract administrator fees | 2016-12-31 | $254,328 |
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 | S. PRESTON DOUGLAS & ASSOCIATES LLP |
Accountancy firm EIN | 2016-12-31 | 560731565 |
2015 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $9,389,480 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $6,880,466 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $6,462,997 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $104,097 |
Value of total corrective distributions | 2015-12-31 | $57,189 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $9,369,062 |
Value of total assets at end of year | 2015-12-31 | $77,819,943 |
Value of total assets at beginning of year | 2015-12-31 | $75,310,929 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $256,183 |
Total interest from all sources | 2015-12-31 | $319,369 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,138,842 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
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 | $5,108,062 |
Participant contributions at end of year | 2015-12-31 | $1,386,485 |
Participant contributions at beginning of year | 2015-12-31 | $1,172,852 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $143,556 |
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 | $2,509,014 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $77,819,943 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $75,310,929 |
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 | $66,983,259 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $64,185,305 |
Interest on participant loans | 2015-12-31 | $50,338 |
Interest earned on other investments | 2015-12-31 | $269,031 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $9,450,199 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $9,952,772 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,437,793 |
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 | $4,117,444 |
Income. Dividends from common stock | 2015-12-31 | $2,138,842 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $6,462,997 |
Contract administrator fees | 2015-12-31 | $256,183 |
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 | S. PRESTON DOUGLAS & ASSOCIATES LLP |
Accountancy firm EIN | 2015-12-31 | 560731565 |
2014 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $13,984,491 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,208,671 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,844,772 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $114,928 |
Value of total corrective distributions | 2014-12-31 | $40,413 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $10,231,882 |
Value of total assets at end of year | 2014-12-31 | $75,310,929 |
Value of total assets at beginning of year | 2014-12-31 | $67,535,109 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $208,558 |
Total interest from all sources | 2014-12-31 | $327,004 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,671,270 |
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 | $1,671,270 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
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 | $5,653,600 |
Participant contributions at end of year | 2014-12-31 | $1,172,852 |
Participant contributions at beginning of year | 2014-12-31 | $1,036,267 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $465,956 |
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 | $7,775,820 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $75,310,929 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $67,535,109 |
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 | $64,185,305 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $56,311,345 |
Interest on participant loans | 2014-12-31 | $43,607 |
Interest earned on other investments | 2014-12-31 | $283,397 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $9,952,772 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $10,187,497 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,754,335 |
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 | $4,112,326 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,844,772 |
Contract administrator fees | 2014-12-31 | $208,558 |
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 | S. PRESTON DOUGLAS & ASSOCIATES LLP |
Accountancy firm EIN | 2014-12-31 | 560731565 |
2013 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $19,239,378 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $4,458,310 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,132,445 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $125,197 |
Value of total corrective distributions | 2013-12-31 | $29,301 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $9,487,995 |
Value of total assets at end of year | 2013-12-31 | $67,535,109 |
Value of total assets at beginning of year | 2013-12-31 | $52,754,041 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $171,367 |
Total interest from all sources | 2013-12-31 | $310,449 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $846,675 |
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 | $846,675 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $4,798,110 |
Participant contributions at end of year | 2013-12-31 | $1,036,267 |
Participant contributions at beginning of year | 2013-12-31 | $789,266 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $837,738 |
Administrative expenses (other) incurred | 2013-12-31 | $19 |
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 | $14,781,068 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $67,535,109 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $52,754,041 |
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 | $56,311,345 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $41,738,689 |
Interest on participant loans | 2013-12-31 | $30,497 |
Interest earned on other investments | 2013-12-31 | $279,952 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $10,187,497 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $10,226,086 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $8,594,259 |
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 | $3,852,147 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,132,445 |
Contract administrator fees | 2013-12-31 | $171,348 |
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 | S.PRESTON DOUGLAS & ASSOCIATES LLP |
Accountancy firm EIN | 2013-12-31 | 560731565 |
2012 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $13,853,402 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,282,928 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,978,164 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $135,548 |
Value of total corrective distributions | 2012-12-31 | $28,738 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $9,253,324 |
Value of total assets at end of year | 2012-12-31 | $52,754,041 |
Value of total assets at beginning of year | 2012-12-31 | $42,183,567 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $140,478 |
Total interest from all sources | 2012-12-31 | $314,437 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $448,228 |
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 | $448,228 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $5,167,650 |
Participant contributions at end of year | 2012-12-31 | $789,266 |
Participant contributions at beginning of year | 2012-12-31 | $649,571 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $177,829 |
Administrative expenses (other) incurred | 2012-12-31 | $21,687 |
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 | $10,570,474 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $52,754,041 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $42,183,567 |
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 | $41,738,689 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $31,290,985 |
Interest on participant loans | 2012-12-31 | $25,319 |
Interest earned on other investments | 2012-12-31 | $289,118 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $10,226,086 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $10,243,011 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,837,413 |
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 | $3,907,845 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,978,164 |
Contract administrator fees | 2012-12-31 | $118,791 |
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 |
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 | S. PRESTON DOUGLAS & ASSOCIATES LLP |
Accountancy firm EIN | 2012-12-31 | 560731565 |
2011 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $7,749,679 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $3,128,144 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,881,954 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $141,670 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $8,082,319 |
Value of total assets at end of year | 2011-12-31 | $42,183,567 |
Value of total assets at beginning of year | 2011-12-31 | $37,562,032 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $104,520 |
Total interest from all sources | 2011-12-31 | $342,174 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $246,025 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $246,025 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $4,382,748 |
Participant contributions at end of year | 2011-12-31 | $649,571 |
Participant contributions at beginning of year | 2011-12-31 | $557,661 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $183,134 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $4,621,535 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $42,183,567 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $37,562,032 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $31,290,985 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $26,672,474 |
Interest on participant loans | 2011-12-31 | $21,545 |
Interest earned on other investments | 2011-12-31 | $320,629 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $10,243,011 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $10,331,897 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-920,839 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $3,516,437 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,881,954 |
Contract administrator fees | 2011-12-31 | $104,520 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | S. PRESTON DOUGLAS & ASSOCIATES LLP |
Accountancy firm EIN | 2011-12-31 | 560731535 |
2010 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $9,102,402 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,417,497 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,142,494 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $225,424 |
Value of total corrective distributions | 2010-12-31 | $1,844 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,904,908 |
Value of total assets at end of year | 2010-12-31 | $37,562,032 |
Value of total assets at beginning of year | 2010-12-31 | $30,877,127 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $47,735 |
Total interest from all sources | 2010-12-31 | $375,765 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $105,705 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $105,705 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,651,780 |
Participant contributions at end of year | 2010-12-31 | $557,661 |
Participant contributions at beginning of year | 2010-12-31 | $621,267 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $197,718 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $6,684,905 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $37,562,032 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $30,877,127 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $26,672,474 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $19,349,371 |
Interest on participant loans | 2010-12-31 | $31,989 |
Interest earned on other investments | 2010-12-31 | $343,776 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $10,331,897 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $10,906,489 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,716,024 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,055,410 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,142,494 |
Contract administrator fees | 2010-12-31 | $47,735 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | S.PRESTON DOUGLAS & ASSOCIATES, LLP |
Accountancy firm EIN | 2010-12-31 | 560731535 |
2009 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |