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YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameYOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

YOUTH OPPORTUNITIES UPHELD, INC. has sponsored the creation of one or more 401k plans.

Company Name:YOUTH OPPORTUNITIES UPHELD, INC.
Employer identification number (EIN):237112665
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01PAULA A. AIELLO PAULA A. AIELLO2019-01-11
0022016-07-01PAULA A. AIELLO PAULA A. AIELLO2018-01-24
0022015-07-01PAULA A. AIELLO PAULA A. AIELLO2017-01-17
0022014-07-01PAULA A. AIELLO PAULA A. AIELLO2016-01-28
0022013-07-01PAULA A. AIELLO
0022012-07-01PAULA A. AIELLO PAULA A. AIELLO2014-01-16
0022011-07-01PAULA A. AIELLO
0022009-07-01PAULA AIELLO

Plan Statistics for YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2021: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01419
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Total participants2021-07-010
Number of participants with account balances2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01451
Total number of active participants reported on line 7a of the Form 55002020-07-01288
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-01129
Total of all active and inactive participants2020-07-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01419
Number of participants with account balances2020-07-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0115
2019: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01483
Total number of active participants reported on line 7a of the Form 55002019-07-01282
Number of retired or separated participants receiving benefits2019-07-013
Number of other retired or separated participants entitled to future benefits2019-07-01162
Total of all active and inactive participants2019-07-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01447
Number of participants with account balances2019-07-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0171
2018: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01515
Total number of active participants reported on line 7a of the Form 55002018-07-01342
Number of retired or separated participants receiving benefits2018-07-013
Number of other retired or separated participants entitled to future benefits2018-07-01112
Total of all active and inactive participants2018-07-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01457
Number of participants with account balances2018-07-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0151
2017: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01546
Total number of active participants reported on line 7a of the Form 55002017-07-01346
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01116
Total of all active and inactive participants2017-07-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01462
Number of participants with account balances2017-07-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0152
2016: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01534
Total number of active participants reported on line 7a of the Form 55002016-07-01422
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0185
Total of all active and inactive participants2016-07-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01508
Number of participants with account balances2016-07-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0151
2015: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01583
Total number of active participants reported on line 7a of the Form 55002015-07-01421
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0169
Total of all active and inactive participants2015-07-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01490
Number of participants with account balances2015-07-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0137
2014: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01506
Total number of active participants reported on line 7a of the Form 55002014-07-01392
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01110
Total of all active and inactive participants2014-07-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01503
Number of participants with account balances2014-07-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0140
2013: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01501
Total number of active participants reported on line 7a of the Form 55002013-07-01393
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0169
Total of all active and inactive participants2013-07-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01462
Number of participants with account balances2013-07-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0135
2012: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01441
Total number of active participants reported on line 7a of the Form 55002012-07-01325
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01136
Total of all active and inactive participants2012-07-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01461
Number of participants with account balances2012-07-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0129
2011: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01458
Total number of active participants reported on line 7a of the Form 55002011-07-01320
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01107
Total of all active and inactive participants2011-07-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01427
Number of participants with account balances2011-07-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0135
2009: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01426
Total number of active participants reported on line 7a of the Form 55002009-07-01343
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0172
Total of all active and inactive participants2009-07-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01415
Number of participants with account balances2009-07-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0119

Financial Data on YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-05-31$-782,624
Total unrealized appreciation/depreciation of assets2022-05-31$-782,624
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$21,781
Total income from all sources (including contributions)2022-05-31$-781,290
Total loss/gain on sale of assets2022-05-31$0
Total of all expenses incurred2022-05-31$3,800,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$3,800,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$0
Value of total assets at end of year2022-05-31$0
Value of total assets at beginning of year2022-05-31$4,603,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$0
Total interest from all sources2022-05-31$505
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-05-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$829
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$900,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Participant contributions at beginning of year2022-05-31$14,427
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-05-31$10,323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-05-31$21,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-4,581,862
Value of net assets at end of year (total assets less liabilities)2022-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$4,581,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$4,466,172
Interest on participant loans2022-05-31$505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$36,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$36,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Employer contributions (assets) at beginning of year2022-05-31$85,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$3,790,249
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-05-31No
Did the plan have assets held for investment2022-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31Yes
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31BOLLUS LYNCH LLP
Accountancy firm EIN2022-05-31043037870
2021 : YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$578,173
Total unrealized appreciation/depreciation of assets2021-06-30$578,173
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$21,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$14,729
Total income from all sources (including contributions)2021-06-30$1,375,460
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$897,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$847,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$306,578
Value of total assets at end of year2021-06-30$4,603,643
Value of total assets at beginning of year2021-06-30$4,119,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$50,775
Total interest from all sources2021-06-30$938
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$489,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$489,771
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$900,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$14,427
Participant contributions at beginning of year2021-06-30$14,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$21,781
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$14,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$477,462
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,581,862
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,104,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$49,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,466,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,081,130
Interest on participant loans2021-06-30$938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$36,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$22,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$22,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$306,578
Employer contributions (assets) at end of year2021-06-30$85,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$847,223
Contract administrator fees2021-06-30$1,150
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BOLLUS LYNCH, LLP
Accountancy firm EIN2021-06-30043037870
2020 : YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-169,215
Total unrealized appreciation/depreciation of assets2020-06-30$-169,215
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$14,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$12,956
Total income from all sources (including contributions)2020-06-30$352,296
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$764,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$735,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$302,226
Value of total assets at end of year2020-06-30$4,119,129
Value of total assets at beginning of year2020-06-30$4,529,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$29,147
Total interest from all sources2020-06-30$1,366
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$217,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$217,919
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$900,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Participant contributions at end of year2020-06-30$14,334
Participant contributions at beginning of year2020-06-30$27,059
Participant contributions at end of year2020-06-30$691
Participant contributions at beginning of year2020-06-30$867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$14,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$12,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-412,604
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,104,400
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,517,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$27,372
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$4,081,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,413,809
Interest on participant loans2020-06-30$1,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$22,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$88,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$88,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$302,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$735,753
Contract administrator fees2020-06-30$1,775
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30BOLLUS, LYNCH
Accountancy firm EIN2020-06-30043037870
2019 : YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$-69,363
Total unrealized appreciation/depreciation of assets2019-06-30$-69,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$12,956
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$37,032
Total income from all sources (including contributions)2019-06-30$550,992
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$662,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$632,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$348,076
Value of total assets at end of year2019-06-30$4,529,960
Value of total assets at beginning of year2019-06-30$4,666,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$30,831
Total interest from all sources2019-06-30$1,737
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$270,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$270,542
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$900,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$27,059
Participant contributions at beginning of year2019-06-30$31,234
Participant contributions at end of year2019-06-30$867
Participant contributions at beginning of year2019-06-30$762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$12,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$37,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-111,985
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,517,004
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,628,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$28,661
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$4,413,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,542,938
Interest on participant loans2019-06-30$1,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$88,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$91,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$91,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$348,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$632,146
Contract administrator fees2019-06-30$2,170
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30BOLLUS, LYNCH
Accountancy firm EIN2019-06-30043037870
2018 : YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-9,254
Total unrealized appreciation/depreciation of assets2018-06-30$-9,254
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$37,032
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$624,675
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,147,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,113,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$358,968
Value of total assets at end of year2018-06-30$4,666,021
Value of total assets at beginning of year2018-06-30$5,151,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$33,697
Total interest from all sources2018-06-30$881
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$274,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$274,080
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$900,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$31,234
Participant contributions at beginning of year2018-06-30$5,739
Participant contributions at end of year2018-06-30$762
Participant contributions at beginning of year2018-06-30$206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$37,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-522,822
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,628,989
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,151,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$31,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,542,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$4,984,140
Interest on participant loans2018-06-30$881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$91,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$144,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$144,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$358,968
Employer contributions (assets) at beginning of year2018-06-30$16,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,113,800
Contract administrator fees2018-06-30$2,525
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30BOLLUS, LYNCH
Accountancy firm EIN2018-06-30043037870
2017 : YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$455,750
Total unrealized appreciation/depreciation of assets2017-06-30$455,750
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,077,380
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$445,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$414,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$412,855
Value of total assets at end of year2017-06-30$5,151,811
Value of total assets at beginning of year2017-06-30$4,520,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$31,498
Total interest from all sources2017-06-30$387
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$208,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$208,388
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$900,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at end of year2017-06-30$5,739
Participant contributions at beginning of year2017-06-30$13,811
Participant contributions at end of year2017-06-30$206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$631,401
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,151,811
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,520,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$29,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$4,984,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,465,181
Interest on participant loans2017-06-30$387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$144,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$26,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$26,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$412,855
Employer contributions (assets) at end of year2017-06-30$16,855
Employer contributions (assets) at beginning of year2017-06-30$15,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$414,481
Contract administrator fees2017-06-30$1,525
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30BOLLUS, LYNCH
Accountancy firm EIN2017-06-30043037870
2016 : YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-577,661
Total unrealized appreciation/depreciation of assets2016-06-30$-577,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$6,955
Total income from all sources (including contributions)2016-06-30$201,692
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$584,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$551,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$411,170
Value of total assets at end of year2016-06-30$4,520,410
Value of total assets at beginning of year2016-06-30$4,910,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$32,980
Total interest from all sources2016-06-30$571
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$367,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$367,612
Administrative expenses professional fees incurred2016-06-30$2,630
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$900,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$411,170
Participant contributions at end of year2016-06-30$13,811
Participant contributions at beginning of year2016-06-30$10,492
Participant contributions at beginning of year2016-06-30$100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$6,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-383,230
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,520,410
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,903,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$30,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,465,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,777,110
Interest on participant loans2016-06-30$571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$26,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$122,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$122,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Employer contributions (assets) at end of year2016-06-30$15,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$551,942
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30BOLLUS, LYNCH, LLP
Accountancy firm EIN2016-06-30043037870
2015 : YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-344,692
Total unrealized appreciation/depreciation of assets2015-06-30$-344,692
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$6,955
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$479,941
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$357,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$323,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$389,045
Value of total assets at end of year2015-06-30$4,910,595
Value of total assets at beginning of year2015-06-30$4,780,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$33,230
Total interest from all sources2015-06-30$177
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$435,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$435,411
Administrative expenses professional fees incurred2015-06-30$855
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$900,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$10,492
Participant contributions at end of year2015-06-30$100
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$45,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$6,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$122,922
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,903,640
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,780,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$32,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,777,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,688,441
Interest on participant loans2015-06-30$177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$122,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$44,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$44,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$389,045
Employer contributions (assets) at beginning of year2015-06-30$2,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$323,789
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30BOLLUS, LYNCH LLP
Accountancy firm EIN2015-06-30043037870
2014 : YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$489,516
Total unrealized appreciation/depreciation of assets2014-06-30$489,516
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,163,752
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$486,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$461,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$398,918
Value of total assets at end of year2014-06-30$4,780,718
Value of total assets at beginning of year2014-06-30$4,103,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$25,436
Total interest from all sources2014-06-30$11
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$275,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$275,307
Administrative expenses professional fees incurred2014-06-30$3,300
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$700,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Participant contributions at beginning of year2014-06-30$675
Participant contributions at beginning of year2014-06-30$196
Assets. Other investments not covered elsewhere at end of year2014-06-30$45,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$677,045
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,780,718
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,103,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$22,136
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$4,688,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,959,088
Interest on participant loans2014-06-30$11
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$44,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$136,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$136,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$398,918
Employer contributions (assets) at end of year2014-06-30$2,918
Employer contributions (assets) at beginning of year2014-06-30$7,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$461,271
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30BOLLUS, LYNCH LLP
Accountancy firm EIN2014-06-30043037870
2013 : YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$384,234
Total unrealized appreciation/depreciation of assets2013-06-30$384,234
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$945,816
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$293,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$273,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$394,606
Value of total assets at end of year2013-06-30$4,103,673
Value of total assets at beginning of year2013-06-30$3,450,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$19,446
Total interest from all sources2013-06-30$292
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$166,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$166,684
Administrative expenses professional fees incurred2013-06-30$800
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$600,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$675
Participant contributions at beginning of year2013-06-30$23,837
Participant contributions at end of year2013-06-30$196
Participant contributions at beginning of year2013-06-30$993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$652,676
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,103,673
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,450,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$18,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,959,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,165,720
Income. Interest from loans (other than to participants)2013-06-30$292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$136,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$233,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$233,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$394,606
Employer contributions (assets) at end of year2013-06-30$7,606
Employer contributions (assets) at beginning of year2013-06-30$27,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$273,694
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30BOLLUS LYNCH LLP
Accountancy firm EIN2013-06-30043037870
2012 : YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-196,826
Total unrealized appreciation/depreciation of assets2012-06-30$-196,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$11,311
Total income from all sources (including contributions)2012-06-30$321,874
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$184,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$164,455
Expenses. Certain deemed distributions of participant loans2012-06-30$2,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$387,136
Value of total assets at end of year2012-06-30$3,450,997
Value of total assets at beginning of year2012-06-30$3,324,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$17,057
Total interest from all sources2012-06-30$3,306
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$128,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$128,258
Administrative expenses professional fees incurred2012-06-30$750
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$600,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$23,837
Participant contributions at beginning of year2012-06-30$37,560
Participant contributions at end of year2012-06-30$993
Participant contributions at beginning of year2012-06-30$1,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$11,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$137,417
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,450,997
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,313,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$16,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,165,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,286,157
Income. Interest from loans (other than to participants)2012-06-30$3,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$233,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$387,136
Employer contributions (assets) at end of year2012-06-30$27,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$164,455
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30BOLLUS LYNCH LLP
Accountancy firm EIN2012-06-30043037870
2011 : YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$11,311
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$10,610
Total income from all sources (including contributions)2011-06-30$960,848
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$195,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$180,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$359,299
Value of total assets at end of year2011-06-30$3,324,891
Value of total assets at beginning of year2011-06-30$2,558,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$15,245
Total interest from all sources2011-06-30$4,182
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$100,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$100,297
Administrative expenses professional fees incurred2011-06-30$1,390
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$450,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$37,560
Participant contributions at beginning of year2011-06-30$42,418
Participant contributions at end of year2011-06-30$1,174
Participant contributions at beginning of year2011-06-30$993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$11,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$10,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$765,285
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,313,580
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,548,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$13,855
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,286,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,515,494
Interest on participant loans2011-06-30$4,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$497,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$359,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$180,318
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30BOLLUS LYNCH LLP
Accountancy firm EIN2011-06-30043037870
2010 : YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN

2021: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingYes
2021-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: YOUTH OPPORTUNITIES UPHELD, INC. EMPLOYER CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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