BEVERLY HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BEVERLY HOSPITAL MATCHING SAVINGS PLAN
Measure | Date | Value |
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2022 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-728,892 |
Total of all expenses incurred | 2022-12-31 | $3,013,660 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,766,624 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $63,537 |
Value of total corrective distributions | 2022-12-31 | $8,774 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,621,808 |
Value of total assets at end of year | 2022-12-31 | $39,434,178 |
Value of total assets at beginning of year | 2022-12-31 | $43,176,730 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $174,725 |
Total interest from all sources | 2022-12-31 | $111,177 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $567,381 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $567,381 |
Administrative expenses professional fees incurred | 2022-12-31 | $13,500 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $5,174,070 |
Participant contributions at end of year | 2022-12-31 | $641,981 |
Participant contributions at beginning of year | 2022-12-31 | $728,256 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $136,750 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $165,141 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $101,899 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,168 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $1,749 |
Other income not declared elsewhere | 2022-12-31 | $-49,423 |
Administrative expenses (other) incurred | 2022-12-31 | $79,907 |
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 | $-3,742,552 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $39,434,178 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $43,176,730 |
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 | $81,318 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $32,820,427 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $36,313,292 |
Interest on participant loans | 2022-12-31 | $29,415 |
Interest earned on other investments | 2022-12-31 | $81,762 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $5,833,852 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $5,968,292 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,979,835 |
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 | $345,839 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,766,624 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
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 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2022-12-31 | 954345526 |
2021 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $10,474,109 |
Total of all expenses incurred | 2021-12-31 | $2,771,117 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,608,194 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $9,937 |
Value of total corrective distributions | 2021-12-31 | $2,196 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,260,744 |
Value of total assets at end of year | 2021-12-31 | $43,176,730 |
Value of total assets at beginning of year | 2021-12-31 | $35,473,738 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $150,790 |
Total interest from all sources | 2021-12-31 | $115,153 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $504,366 |
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 | $504,366 |
Administrative expenses professional fees incurred | 2021-12-31 | $14,000 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
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 | $4,728,916 |
Participant contributions at end of year | 2021-12-31 | $728,256 |
Participant contributions at beginning of year | 2021-12-31 | $611,942 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $165,141 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $171,220 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $196,105 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $1,749 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $2,483 |
Other income not declared elsewhere | 2021-12-31 | $15,601 |
Administrative expenses (other) incurred | 2021-12-31 | $105,407 |
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 | $7,702,992 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $43,176,730 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $35,473,738 |
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 | $31,383 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $36,313,292 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $29,267,024 |
Interest on participant loans | 2021-12-31 | $30,160 |
Interest earned on other investments | 2021-12-31 | $84,993 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $5,968,292 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $5,421,069 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,578,245 |
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 | Yes |
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 | $335,723 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,608,194 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HOLTHOUSE CARLIN & VAN TRIGHT LLP |
Accountancy firm EIN | 2021-12-31 | 954345526 |
2020 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $8,519,832 |
Total of all expenses incurred | 2020-12-31 | $2,624,788 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,411,908 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $15,490 |
Value of total corrective distributions | 2020-12-31 | $5,539 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,614,879 |
Value of total assets at end of year | 2020-12-31 | $35,473,738 |
Value of total assets at beginning of year | 2020-12-31 | $29,578,694 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $191,851 |
Total interest from all sources | 2020-12-31 | $38,699 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $528,501 |
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 | $528,501 |
Administrative expenses professional fees incurred | 2020-12-31 | $14,000 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
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 | $4,304,826 |
Participant contributions at end of year | 2020-12-31 | $611,942 |
Participant contributions at beginning of year | 2020-12-31 | $573,723 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $171,220 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $112,940 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $81,315 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $2,483 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $906 |
Other income not declared elsewhere | 2020-12-31 | $46,697 |
Administrative expenses (other) incurred | 2020-12-31 | $134,044 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,895,044 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $35,473,738 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $29,578,694 |
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 | $43,807 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $29,267,024 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $24,993,969 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $3,735,514 |
Interest on participant loans | 2020-12-31 | $33,763 |
Interest earned on other investments | 2020-12-31 | $4,936 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $5,421,069 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $161,642 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,232,390 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $58,666 |
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 | Yes |
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 | $228,738 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,411,908 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HOLTHOUSE CARLIN & VAN TRIGHT LLP |
Accountancy firm EIN | 2020-12-31 | 954345526 |
2019 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $9,427,613 |
Total income from all sources (including contributions) | 2019-12-31 | $9,427,613 |
Total of all expenses incurred | 2019-12-31 | $2,717,849 |
Total of all expenses incurred | 2019-12-31 | $2,717,849 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,537,367 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,537,367 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $6,004 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $6,004 |
Value of total corrective distributions | 2019-12-31 | $1,663 |
Value of total corrective distributions | 2019-12-31 | $1,663 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,715,500 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,715,500 |
Value of total assets at end of year | 2019-12-31 | $29,578,694 |
Value of total assets at end of year | 2019-12-31 | $29,578,694 |
Value of total assets at beginning of year | 2019-12-31 | $22,868,930 |
Value of total assets at beginning of year | 2019-12-31 | $22,868,930 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $172,815 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $172,815 |
Total interest from all sources | 2019-12-31 | $33,575 |
Total interest from all sources | 2019-12-31 | $33,575 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $457,194 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $457,194 |
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 | $457,194 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $457,194 |
Administrative expenses professional fees incurred | 2019-12-31 | $19,450 |
Administrative expenses professional fees incurred | 2019-12-31 | $19,450 |
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 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
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 | $4,130,497 |
Contributions received from participants | 2019-12-31 | $4,130,497 |
Participant contributions at end of year | 2019-12-31 | $573,723 |
Participant contributions at beginning of year | 2019-12-31 | $533,485 |
Participant contributions at beginning of year | 2019-12-31 | $533,485 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $112,940 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $112,940 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $84,377 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $84,377 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $260,532 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $906 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $906 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $663 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $663 |
Other income not declared elsewhere | 2019-12-31 | $23,404 |
Other income not declared elsewhere | 2019-12-31 | $23,404 |
Administrative expenses (other) incurred | 2019-12-31 | $116,004 |
Administrative expenses (other) incurred | 2019-12-31 | $116,004 |
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 | $6,709,764 |
Value of net income/loss | 2019-12-31 | $6,709,764 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $29,578,694 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $22,868,930 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $22,868,930 |
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 |
Investment advisory and management fees | 2019-12-31 | $37,361 |
Investment advisory and management fees | 2019-12-31 | $37,361 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,993,969 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,993,969 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,702,176 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,702,176 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $3,735,514 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $3,735,514 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,462,806 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,462,806 |
Interest on participant loans | 2019-12-31 | $32,573 |
Interest on participant loans | 2019-12-31 | $32,573 |
Interest earned on other investments | 2019-12-31 | $1,002 |
Interest earned on other investments | 2019-12-31 | $1,002 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $161,642 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $161,642 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $85,423 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $85,423 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,127,227 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,127,227 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $70,713 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $70,713 |
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 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
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 | $324,471 |
Contributions received in cash from employer | 2019-12-31 | $324,471 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,537,367 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,537,367 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan 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 | HOLTHOUSE CARLIN & VAN TRIGHT LLP |
Accountancy firm EIN | 2019-12-31 | 954345526 |
Accountancy firm EIN | 2019-12-31 | 954345526 |
2018 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $3,351,424 |
Total of all expenses incurred | 2018-12-31 | $1,650,905 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,506,246 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $1,203 |
Value of total corrective distributions | 2018-12-31 | $2,547 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,212,663 |
Value of total assets at end of year | 2018-12-31 | $22,868,930 |
Value of total assets at beginning of year | 2018-12-31 | $21,168,411 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $140,909 |
Total interest from all sources | 2018-12-31 | $23,161 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $364,747 |
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 | $364,747 |
Administrative expenses professional fees incurred | 2018-12-31 | $5,500 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,764,222 |
Participant contributions at end of year | 2018-12-31 | $533,485 |
Participant contributions at beginning of year | 2018-12-31 | $430,093 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $84,377 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $69,312 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $67,990 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $663 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $746 |
Other income not declared elsewhere | 2018-12-31 | $-7,254 |
Administrative expenses (other) incurred | 2018-12-31 | $102,046 |
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 | $1,700,519 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $22,868,930 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $21,168,411 |
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 |
Investment advisory and management fees | 2018-12-31 | $33,363 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $18,702,176 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $17,476,594 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $3,462,806 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $3,153,041 |
Interest on participant loans | 2018-12-31 | $22,825 |
Interest earned on other investments | 2018-12-31 | $336 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $85,423 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $38,625 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,297,205 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $55,312 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $380,451 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,506,246 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HOLTHOUSE CARLIN & VAN TRIGHT LLP |
Accountancy firm EIN | 2018-12-31 | 954345526 |
2017 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $6,189,815 |
Total of all expenses incurred | 2017-12-31 | $1,035,165 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $916,325 |
Value of total corrective distributions | 2017-12-31 | $329 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,740,444 |
Value of total assets at end of year | 2017-12-31 | $21,168,411 |
Value of total assets at beginning of year | 2017-12-31 | $16,013,761 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $118,511 |
Total interest from all sources | 2017-12-31 | $15,394 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $265,656 |
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 | $265,656 |
Administrative expenses professional fees incurred | 2017-12-31 | $13,653 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,284,861 |
Participant contributions at end of year | 2017-12-31 | $430,093 |
Participant contributions at beginning of year | 2017-12-31 | $351,863 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $69,312 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $31,565 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $75,412 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $746 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $618 |
Other income not declared elsewhere | 2017-12-31 | $8,297 |
Administrative expenses (other) incurred | 2017-12-31 | $78,694 |
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 | $5,154,650 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $21,168,411 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $16,013,761 |
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 |
Investment advisory and management fees | 2017-12-31 | $26,164 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $17,476,594 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $12,892,029 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $3,153,041 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,708,584 |
Interest on participant loans | 2017-12-31 | $15,267 |
Interest earned on other investments | 2017-12-31 | $127 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $38,625 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $29,102 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,115,039 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $44,985 |
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 | No |
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 | $380,171 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $916,325 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2017-12-31 | 954345526 |
2016 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $3,980,422 |
Total of all expenses incurred | 2016-12-31 | $779,179 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $699,081 |
Value of total corrective distributions | 2016-12-31 | $1,023 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,880,145 |
Value of total assets at end of year | 2016-12-31 | $16,013,761 |
Value of total assets at beginning of year | 2016-12-31 | $12,812,518 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $79,075 |
Total interest from all sources | 2016-12-31 | $11,959 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $242,889 |
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 | $242,889 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,701,263 |
Participant contributions at end of year | 2016-12-31 | $351,863 |
Participant contributions at beginning of year | 2016-12-31 | $284,517 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $31,565 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $178,882 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $618 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $217 |
Other income not declared elsewhere | 2016-12-31 | $3,335 |
Administrative expenses (other) incurred | 2016-12-31 | $58,746 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,201,243 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $16,013,761 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,812,518 |
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 |
Investment advisory and management fees | 2016-12-31 | $20,329 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $12,892,029 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $10,152,248 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $2,708,584 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $2,359,292 |
Interest on participant loans | 2016-12-31 | $11,884 |
Interest earned on other investments | 2016-12-31 | $75 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $29,102 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $16,244 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $800,684 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $41,410 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $699,081 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2016-12-31 | 954345526 |
2015 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $1,953,361 |
Total of all expenses incurred | 2015-12-31 | $1,943,876 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,856,726 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $11,906 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,902,122 |
Value of total assets at end of year | 2015-12-31 | $12,812,518 |
Value of total assets at beginning of year | 2015-12-31 | $12,803,033 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $75,244 |
Total interest from all sources | 2015-12-31 | $12,363 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $165,481 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $165,481 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,813,576 |
Participant contributions at end of year | 2015-12-31 | $284,517 |
Participant contributions at beginning of year | 2015-12-31 | $303,074 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $88,546 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $217 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $943 |
Administrative expenses (other) incurred | 2015-12-31 | $61,242 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $2,576 |
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 | $9,485 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,812,518 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,803,033 |
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 |
Investment advisory and management fees | 2015-12-31 | $14,002 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $10,152,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $10,079,545 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $2,359,292 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,416,895 |
Interest on participant loans | 2015-12-31 | $11,303 |
Interest earned on other investments | 2015-12-31 | $1,060 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $16,244 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-168,043 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $41,438 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,856,726 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2015-12-31 | 954345526 |
2014 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $2,411,037 |
Total of all expenses incurred | 2014-12-31 | $989,100 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $915,524 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $2,016 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,568,519 |
Value of total assets at end of year | 2014-12-31 | $12,803,033 |
Value of total assets at beginning of year | 2014-12-31 | $11,381,096 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $71,560 |
Total interest from all sources | 2014-12-31 | $12,574 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $181,595 |
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 | $181,595 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,561,258 |
Participant contributions at end of year | 2014-12-31 | $303,074 |
Participant contributions at beginning of year | 2014-12-31 | $302,315 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $7,261 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $943 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $296 |
Administrative expenses (other) incurred | 2014-12-31 | $50,485 |
Total non interest bearing cash at end of year | 2014-12-31 | $2,576 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $1,073 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,421,937 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $12,803,033 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,381,096 |
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 |
Investment advisory and management fees | 2014-12-31 | $21,075 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $10,079,545 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $8,871,693 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $2,416,895 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $2,184,360 |
Interest on participant loans | 2014-12-31 | $12,508 |
Interest earned on other investments | 2014-12-31 | $66 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $21,359 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $605,927 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $42,422 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $915,524 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2014-12-31 | 954345526 |
2013 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $3,072,416 |
Total of all expenses incurred | 2013-12-31 | $400,138 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $348,369 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,495,407 |
Value of total assets at end of year | 2013-12-31 | $11,381,096 |
Value of total assets at beginning of year | 2013-12-31 | $8,708,818 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $51,769 |
Total interest from all sources | 2013-12-31 | $10,508 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $127,706 |
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 | $127,706 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
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 | $1,493,665 |
Participant contributions at end of year | 2013-12-31 | $302,315 |
Participant contributions at beginning of year | 2013-12-31 | $180,653 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,742 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $296 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $114 |
Administrative expenses (other) incurred | 2013-12-31 | $41,517 |
Total non interest bearing cash at end of year | 2013-12-31 | $1,073 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $14,451 |
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 | $2,672,278 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,381,096 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,708,818 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $10,252 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $8,871,693 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,675,409 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $2,184,360 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $1,816,251 |
Interest on participant loans | 2013-12-31 | $10,291 |
Interest earned on other investments | 2013-12-31 | $217 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $21,359 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $21,940 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,398,143 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $40,652 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $348,369 |
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 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2013-12-31 | 954345526 |
2012 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $2,193,382 |
Total of all expenses incurred | 2012-12-31 | $706,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $678,781 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $15,005 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,371,571 |
Value of total assets at end of year | 2012-12-31 | $8,708,818 |
Value of total assets at beginning of year | 2012-12-31 | $7,222,033 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $12,811 |
Total interest from all sources | 2012-12-31 | $7,237 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $157,834 |
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 | $157,834 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | 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 | $1,350,732 |
Participant contributions at end of year | 2012-12-31 | $180,653 |
Participant contributions at beginning of year | 2012-12-31 | $156,278 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $20,839 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $114 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $146 |
Administrative expenses (other) incurred | 2012-12-31 | $12,811 |
Total non interest bearing cash at end of year | 2012-12-31 | $14,451 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $14,818 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,486,785 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,708,818 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,222,033 |
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 | $6,675,409 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $5,424,035 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $1,816,251 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,604,926 |
Interest on participant loans | 2012-12-31 | $7,126 |
Interest earned on other investments | 2012-12-31 | $111 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $21,940 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $21,830 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $616,531 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $40,209 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $678,781 |
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 | HOLTOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2012-12-31 | 954345526 |
2011 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2011 401k financial data |
---|
Total transfer of assets to this plan | 2011-12-31 | $426,004 |
Total income from all sources (including contributions) | 2011-12-31 | $1,274,772 |
Total of all expenses incurred | 2011-12-31 | $319,172 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $308,348 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,256,589 |
Value of total assets at end of year | 2011-12-31 | $7,222,033 |
Value of total assets at beginning of year | 2011-12-31 | $5,840,429 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $10,824 |
Total interest from all sources | 2011-12-31 | $5,204 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $103,937 |
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 | $103,937 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
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 | $1,256,589 |
Participant contributions at end of year | 2011-12-31 | $156,278 |
Participant contributions at beginning of year | 2011-12-31 | $80,631 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $146 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $130 |
Administrative expenses (other) incurred | 2011-12-31 | $1,425 |
Total non interest bearing cash at end of year | 2011-12-31 | $14,818 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $11,202 |
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 | $955,600 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,222,033 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,840,429 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $9,399 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $5,424,035 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,438,941 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,604,926 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,291,200 |
Interest on participant loans | 2011-12-31 | $5,204 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $21,830 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $18,325 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-130,759 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $39,801 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $308,348 |
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 | 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 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2011-12-31 | 954345526 |
2010 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $1,495,736 |
Total of all expenses incurred | 2010-12-31 | $366,748 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $355,449 |
Value of total corrective distributions | 2010-12-31 | $2,246 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $952,974 |
Value of total assets at end of year | 2010-12-31 | $5,840,429 |
Value of total assets at beginning of year | 2010-12-31 | $4,711,441 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $9,053 |
Total interest from all sources | 2010-12-31 | $3,410 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $119,760 |
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 | $119,760 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
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 | $915,120 |
Participant contributions at end of year | 2010-12-31 | $80,631 |
Participant contributions at beginning of year | 2010-12-31 | $63,718 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $37,854 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $130 |
Administrative expenses (other) incurred | 2010-12-31 | $1,575 |
Total non interest bearing cash at end of year | 2010-12-31 | $11,202 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,128,988 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,840,429 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,711,441 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $7,478 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,438,941 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,453,428 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,291,200 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,169,990 |
Interest on participant loans | 2010-12-31 | $3,390 |
Interest earned on other investments | 2010-12-31 | $20 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $18,325 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $24,305 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $383,103 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $36,489 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $355,449 |
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 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2010-12-31 | 954345526 |
2009 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |