DEER LODGE MEDICAL CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DEER LODGE MEDICAL CENTER 403(B) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : DEER LODGE MEDICAL CENTER 403(B) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-03-07 | 250374 |
| Net assets as of the end of the plan year | 2025-03-07 | 5605986 |
| Total assets as of the beginning of the plan year | 2025-03-07 | 4384348 |
| Value of plan covered by a fidelity bond | 2025-03-07 | 1000000 |
| Participant contributions to plan in this plan year | 2025-03-07 | 498744 |
| Other contributions to plan in this plan year | 2025-03-07 | 27191 |
| Other income to plan in this plan year | 2025-03-07 | 603814 |
| Plan net income in this plan year | 2025-03-07 | 1221638 |
| Net assets as of the end of the plan year | 2025-03-07 | 5605986 |
| Net assets as of the beginning of the plan year | 2025-03-07 | 4384348 |
| Employer contributions to plan in this plan year | 2025-03-07 | 342263 |
| Fees paid to broker by Benefit Provider | 2025-03-07 | 606 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-07 | 11654 |
| 2024 : DEER LODGE MEDICAL CENTER 403(B) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-26 | 119845 |
| Net assets as of the end of the plan year | 2024-08-26 | 4384348 |
| Total assets as of the beginning of the plan year | 2024-08-26 | 3073650 |
| Value of plan covered by a fidelity bond | 2024-08-26 | 1000000 |
| Participant contributions to plan in this plan year | 2024-08-26 | 447075 |
| Other contributions to plan in this plan year | 2024-08-26 | 65408 |
| Other income to plan in this plan year | 2024-08-26 | 633576 |
| Plan net income in this plan year | 2024-08-26 | 1310698 |
| Net assets as of the end of the plan year | 2024-08-26 | 4384348 |
| Net assets as of the beginning of the plan year | 2024-08-26 | 3073650 |
| Employer contributions to plan in this plan year | 2024-08-26 | 284484 |
| Fees paid to broker by Benefit Provider | 2024-08-26 | 307 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-26 | 8116 |
| 2022 : DEER LODGE MEDICAL CENTER 403(B) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $8,479 |
| Total income from all sources (including contributions) | 2022-12-31 | $-40,664 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $119,248 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $115,836 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $610,467 |
| Value of total assets at end of year | 2022-12-31 | $3,073,650 |
| Value of total assets at beginning of year | 2022-12-31 | $3,242,041 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,412 |
| Total interest from all sources | 2022-12-31 | $0 |
| 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 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $399,474 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $8,479 |
| 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 | $-159,912 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,073,650 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,233,562 |
| 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 | $3,412 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,023,025 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,176,849 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $50,625 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $65,192 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-651,131 |
| 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 | $210,993 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $115,836 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2022-12-31 | 390758449 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $8,479 |
| Total income from all sources (including contributions) | 2022-01-01 | $-40,664 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $119,248 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $115,836 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $610,467 |
| Value of total assets at end of year | 2022-01-01 | $3,073,650 |
| Value of total assets at beginning of year | 2022-01-01 | $3,242,041 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $3,412 |
| Total interest from all sources | 2022-01-01 | $0 |
| 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 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $399,474 |
| Liabilities. Value of operating payables at end of year | 2022-01-01 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2022-01-01 | $8,479 |
| 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 | $-159,912 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $3,073,650 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $3,233,562 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $3,412 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $3,023,025 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $3,176,849 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $50,625 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $65,192 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-651,131 |
| 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 | $210,993 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $115,836 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WIPFLI LLP |
| Accountancy firm EIN | 2022-01-01 | 390758449 |
| 2021 : DEER LODGE MEDICAL CENTER 403(B) RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $8,479 |
| 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 | $884,915 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $46,236 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $43,254 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $529,735 |
| Value of total assets at end of year | 2021-12-31 | $3,242,041 |
| Value of total assets at beginning of year | 2021-12-31 | $2,394,883 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,982 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | 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 | $348,418 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $32,090 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $8,479 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $838,679 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,233,562 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,394,883 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $2,982 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,176,849 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,315,232 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $65,192 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $79,651 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $355,180 |
| 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 | $149,227 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $43,254 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2021-12-31 | 390758449 |
| 2020 : DEER LODGE MEDICAL CENTER 403(B) RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $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 | $706,326 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $88,181 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $85,985 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $379,752 |
| Value of total assets at end of year | 2020-12-31 | $2,394,883 |
| Value of total assets at beginning of year | 2020-12-31 | $1,776,738 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,196 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| 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 | $0 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| 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 | $260,817 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,937 |
| Other income not declared elsewhere | 2020-12-31 | $72 |
| 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 | $618,145 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,394,883 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,776,738 |
| 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 |
| Investment advisory and management fees | 2020-12-31 | $2,196 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,315,232 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,684,873 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $79,651 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $91,865 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $326,502 |
| 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 | $115,998 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $85,985 |
| 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 | Unqualified |
| Accountancy firm name | 2020-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2020-12-31 | 390758449 |
