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

Plan NameUNITED COMMUNITY SERVICES, INC. 403(B) PLAN
Plan identification number 001

UNITED COMMUNITY SERVICES, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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 COMMUNITY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED COMMUNITY SERVICES, INC.
Employer identification number (EIN):421407566
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about UNITED COMMUNITY SERVICES, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1997-11-26
Company Identification Number: 211977
Legal Registered Office Address: 6701 WESTOWN PKWY STE 100

WEST DES MOINES
United States of America (USA)
50266

More information about UNITED COMMUNITY SERVICES, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01JEN PEARSON
0012022-07-01
0012022-07-01JEN PEARSON
0012021-07-01
0012021-07-01JERRI FERSTL
0012020-07-01
0012019-07-01JERRI FERSTL2021-04-05 JEN PEARSON2021-04-06
0012018-07-01JERRI FERSTL2019-11-18
0012018-01-01JERRI FERSTL2018-10-23

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

Measure Date Value
2023 : UNITED COMMUNITY SERVICES, INC. 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$561,195
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$89,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$85,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$423,113
Value of total assets at end of year2023-06-30$1,777,300
Value of total assets at beginning of year2023-06-30$1,305,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$3,980
Total interest from all sources2023-06-30$22,293
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$100,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$265,276
Participant contributions at end of year2023-06-30$33,822
Participant contributions at beginning of year2023-06-30$12,243
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$1,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$471,528
Value of net assets at end of year (total assets less liabilities)2023-06-30$1,777,300
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$1,305,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$1,517,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$1,128,037
Interest on participant loans2023-06-30$573
Interest earned on other investments2023-06-30$21,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$226,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$165,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$115,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$156,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$85,687
Contract administrator fees2023-06-30$3,980
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BERGANKDV
Accountancy firm EIN2023-06-30411431613
2022 : UNITED COMMUNITY SERVICES, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-07-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-01$0
Total income from all sources (including contributions)2022-07-01$561,195
Total loss/gain on sale of assets2022-07-01$0
Total of all expenses incurred2022-07-01$89,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-01$85,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-01$423,113
Value of total assets at end of year2022-07-01$1,777,300
Value of total assets at beginning of year2022-07-01$1,305,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-01$3,980
Total interest from all sources2022-07-01$22,293
Total dividends received (eg from common stock, registered investment company shares)2022-07-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-01No
Was this plan covered by a fidelity bond2022-07-01Yes
Value of fidelity bond cover2022-07-01$100,000
If this is an individual account plan, was there a blackout period2022-07-01No
Were there any nonexempt tranactions with any party-in-interest2022-07-01No
Contributions received from participants2022-07-01$265,276
Participant contributions at end of year2022-07-01$33,822
Participant contributions at beginning of year2022-07-01$12,243
Income. Received or receivable in cash from other sources (including rollovers)2022-07-01$1,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-01No
Value of net income/loss2022-07-01$471,528
Value of net assets at end of year (total assets less liabilities)2022-07-01$1,777,300
Value of net assets at beginning of year (total assets less liabilities)2022-07-01$1,305,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-01No
Were any leases to which the plan was party in default or uncollectible2022-07-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-07-01$1,517,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-01$1,128,037
Interest on participant loans2022-07-01$573
Interest earned on other investments2022-07-01$21,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-07-01$226,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-07-01$165,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-07-01$115,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-01No
Was there a failure to transmit to the plan any participant contributions2022-07-01No
Has the plan failed to provide any benefit when due under the plan2022-07-01No
Contributions received in cash from employer2022-07-01$156,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-01$85,687
Contract administrator fees2022-07-01$3,980
Did the plan have assets held for investment2022-07-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-01No
Opinion of an independent qualified public accountant for this plan2022-07-011
Accountancy firm name2022-07-01BERGANKDV
Accountancy firm EIN2022-07-01411431613
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$197,449
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$124,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$122,067
Value of total corrective distributions2022-06-30$133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$379,894
Value of total assets at end of year2022-06-30$1,305,772
Value of total assets at beginning of year2022-06-30$1,232,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$2,040
Total interest from all sources2022-06-30$3,453
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$100,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$231,117
Participant contributions at end of year2022-06-30$12,243
Participant contributions at beginning of year2022-06-30$7,836
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$9,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$73,209
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,305,772
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,232,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,128,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,031,867
Interest on participant loans2022-06-30$356
Interest earned on other investments2022-06-30$3,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$165,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$192,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-185,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$139,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$122,067
Contract administrator fees2022-06-30$2,040
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BERGANKDV
Accountancy firm EIN2022-06-30411431613
2021 : UNITED COMMUNITY SERVICES, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$524,685
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$294,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$291,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$298,045
Value of total assets at end of year2021-06-30$1,232,563
Value of total assets at beginning of year2021-06-30$1,002,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,751
Total interest from all sources2021-06-30$4,987
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$100,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$188,028
Participant contributions at end of year2021-06-30$7,836
Participant contributions at beginning of year2021-06-30$7,499
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$7,676
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$230,460
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,232,563
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,002,103
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$1,031,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$840,061
Interest on participant loans2021-06-30$337
Interest earned on other investments2021-06-30$4,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$192,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$154,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$221,653
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 contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$102,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$291,474
Contract administrator fees2021-06-30$2,751
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 plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BERGANKDV
Accountancy firm EIN2021-06-30411431613

Form 5500 Responses for UNITED COMMUNITY SERVICES, INC. 403(B) PLAN

2022: UNITED COMMUNITY SERVICES, INC. 403(B) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: UNITED COMMUNITY SERVICES, INC. 403(B) 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 filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: UNITED COMMUNITY SERVICES, INC. 403(B) 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 – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN NATIONAL LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR34015
Policy instance 1
LINCOLN NATIONAL LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR34015
Policy instance 1
LINCOLN NATIONAL LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR34015
Policy instance 1

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