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EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY OF NORTHWESTFLORIDA, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY OF NORTHWESTFLORIDA, INC.
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY OF NORTHWESTFLORIDA, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 CEREBRAL PALSY OF NORTHWEST FLORIDA, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED CEREBRAL PALSY OF NORTHWEST FLORIDA, INC.
Employer identification number (EIN):590737912
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY OF NORTHWESTFLORIDA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-10-01LORI BOUGHNER2024-04-25
0032021-10-01LORI BOUGHNER2023-07-05
0032020-10-01LORI BOUGHNER2022-04-11
0032018-10-01LORI BOUGHNER2020-03-26
0032018-10-01LORI BOUGHNER2020-03-26
0032017-10-01LORI BOUGHNER2019-03-27
0032017-10-01LORI BOUGHNER2019-03-19
0032016-10-01LORI BOUGHNER2018-06-14 LORI BOUGHNER2018-06-14
0032015-10-01LORI BOUGHNER2017-04-27 LORI BOUGHNER2017-04-27
0032014-10-01JEANNE CLARK2016-04-28 JEANNE CLARK2016-04-28
0032013-10-01JEANNE CLARK2015-03-25 JEANNE CLARK2015-03-25
0032012-10-01JEANNE CLARK2014-03-31 JEANNE CLARK2014-03-31
0032011-10-01JEANNE CLARK2013-03-13 JEANNE CLARK2013-03-13
0032010-10-01JEANNE CLARK2012-04-10 JEANNE CLARK2012-04-10

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY OF NORTHWESTFLORIDA, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED CEREBRAL PALSY OF NORTHWESTFLORIDA, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-300
Total liabilities as of the end of the plan year2025-04-300
Total liabilities as of the beginning of the plan year2025-04-300
Total expenses incurred by plan in this plan year2025-04-30206255
Net assets as of the end of the plan year2025-04-301868375
Total assets as of the beginning of the plan year2025-04-301706894
Value of plan covered by a fidelity bond2025-04-30186838
Participant contributions to plan in this plan year2025-04-3041580
Value of participant loans at end of plan year2025-04-301451
Other expenses paid from plan in this plan year2025-04-300
Other contributions to plan in this plan year2025-04-3029721
Other income to plan in this plan year2025-04-30268773
Plan net income in this plan year2025-04-30161481
Net assets as of the end of the plan year2025-04-301868375
Net assets as of the beginning of the plan year2025-04-301706894
Employer contributions to plan in this plan year2025-04-3027662
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-30550

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