UNITED COMMUNITY ACTION PARTNERSHIP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF HEARTLAND COMMUNITY ACTION AGENCY,INC.
| Measure | Date | Value |
|---|
| 2017 : EMPLOYEE BENEFIT PLAN OF HEARTLAND COMMUNITY ACTION AGENCY,INC. 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $573,969 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $206,088 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $179,902 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $1,164 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $246,973 |
| Value of total assets at end of year | 2017-12-31 | $2,968,658 |
| Value of total assets at beginning of year | 2017-12-31 | $2,600,777 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $25,022 |
| Total interest from all sources | 2017-12-31 | $1,186 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $64,522 |
| 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 | $64,522 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
| 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 | $167,621 |
| Participant contributions at end of year | 2017-12-31 | $5,973 |
| Participant contributions at beginning of year | 2017-12-31 | $37,929 |
| Participant contributions at end of year | 2017-12-31 | $6,115 |
| Participant contributions at beginning of year | 2017-12-31 | $5,647 |
| Administrative expenses (other) incurred | 2017-12-31 | $124 |
| 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 | $367,881 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,968,658 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,600,777 |
| 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 | $7,685 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,953,449 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,554,217 |
| Interest on participant loans | 2017-12-31 | $1,186 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $261,288 |
| 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 | $79,352 |
| Employer contributions (assets) at end of year | 2017-12-31 | $3,121 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $2,984 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $179,902 |
| Contract administrator fees | 2017-12-31 | $17,213 |
| 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 | Yes |
| 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 | DS&B, LTD. |
| Accountancy firm EIN | 2017-12-31 | 411475695 |
| 2016 : EMPLOYEE BENEFIT PLAN OF HEARTLAND COMMUNITY ACTION AGENCY,INC. 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $400,269 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $317,342 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $306,174 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $247,085 |
| Value of total assets at end of year | 2016-12-31 | $2,600,777 |
| Value of total assets at beginning of year | 2016-12-31 | $2,517,850 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $11,168 |
| Total interest from all sources | 2016-12-31 | $2,300 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $30,949 |
| 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 | $30,949 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
| 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 | $173,803 |
| Participant contributions at end of year | 2016-12-31 | $37,929 |
| Participant contributions at beginning of year | 2016-12-31 | $61,682 |
| Participant contributions at end of year | 2016-12-31 | $5,647 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $4,466 |
| Administrative expenses (other) incurred | 2016-12-31 | $10,836 |
| 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 | $82,927 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,600,777 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,517,850 |
| 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 | $98 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,554,217 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,456,168 |
| Interest on participant loans | 2016-12-31 | $2,300 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $119,935 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $68,816 |
| Employer contributions (assets) at end of year | 2016-12-31 | $2,984 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $306,174 |
| Contract administrator fees | 2016-12-31 | $234 |
| 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 | Yes |
| 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 | DS&B, LTD. |
| Accountancy firm EIN | 2016-12-31 | 411475695 |
