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403(B) THRIFT PLAN OF UNITED SERVICES, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED SERVICES, INC.
Plan identification number 003

403(B) THRIFT PLAN OF UNITED SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED SERVICES, INC.
Employer identification number (EIN):060804423
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-07-01ROBERT DEVERNA2025-01-22
0032022-07-01ROBERT DEVERNA2024-01-22
0032021-07-01ROBERT DEVERNA2023-04-10
0032020-07-01ROBERT DEVERNA2022-01-13
0032017-07-01ROBERT DEVERNA2019-01-29
0032015-07-01ROBERT DEVERNA2017-01-17 ROBERT DEVERNA2017-01-17
0032013-07-01ROBERT DEVERNA2015-01-21
0032012-07-01ROBERT DEVERNA2014-01-23 ROBERT DEVERNA2014-01-23
0032011-07-01ROBERT DEVERNA2013-01-08 ROBERT DEVERNA2013-01-08
0032010-07-01ROBERT DEVERNA2012-01-25 ROBERT DEVERNA2012-01-25

Plan Statistics for 403(B) THRIFT PLAN OF UNITED SERVICES, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF UNITED SERVICES, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF UNITED SERVICES, INC. 2025 401k membership
Total number of particpants at beginning of year2025-01-22116
Total number of particpants at end of year2025-01-22113
Number of Participants With Account Balances2025-01-22109
2023: 403(B) THRIFT PLAN OF UNITED SERVICES, INC. 2023 401k membership
Total number of particpants at beginning of year2023-04-10103
Total number of particpants at end of year2023-04-10102
Number of Participants With Account Balances2023-04-10101

Financial Data on 403(B) THRIFT PLAN OF UNITED SERVICES, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED SERVICES, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-220
Total liabilities as of the end of the plan year2025-01-220
Total liabilities as of the beginning of the plan year2025-01-220
Total expenses incurred by plan in this plan year2025-01-221565315
Net assets as of the end of the plan year2025-01-2213663026
Total assets as of the beginning of the plan year2025-01-2212567528
Value of plan covered by a fidelity bond2025-01-22800000
Participant contributions to plan in this plan year2025-01-22328493
Value of participant loans at end of plan year2025-01-2231723
Other expenses paid from plan in this plan year2025-01-220
Other contributions to plan in this plan year2025-01-22205630
Other income to plan in this plan year2025-01-221730798
Plan net income in this plan year2025-01-221095498
Net assets as of the end of the plan year2025-01-2213663026
Net assets as of the beginning of the plan year2025-01-2212567528
Employer contributions to plan in this plan year2025-01-22395892
Fees paid to broker by Benefit Provider2025-01-22164
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-22733
2023 : 403(B) THRIFT PLAN OF UNITED SERVICES, INC. 2023 401k financial data
Total transfers to/from plan in this plan year2023-04-100
Total liabilities as of the end of the plan year2023-04-100
Total liabilities as of the beginning of the plan year2023-04-100
Total expenses incurred by plan in this plan year2023-04-10567928
Net assets as of the end of the plan year2023-04-1011119312
Total assets as of the beginning of the plan year2023-04-1012591556
Value of plan covered by a fidelity bond2023-04-10800000
Participant contributions to plan in this plan year2023-04-10259397
Value of participant loans at end of plan year2023-04-1035292
Other expenses paid from plan in this plan year2023-04-10905
Other contributions to plan in this plan year2023-04-10162083
Other income to plan in this plan year2023-04-10-1644197
Plan net income in this plan year2023-04-10-1472244
Net assets as of the end of the plan year2023-04-1011119312
Net assets as of the beginning of the plan year2023-04-1012591556
Employer contributions to plan in this plan year2023-04-10318401
Fees paid to broker by Benefit Provider2023-04-102180

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