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UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameUNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN
Plan identification number 001

UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 ABILITY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED ABILITY, INC.
Employer identification number (EIN):630307960
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AMANDA WARREN
0012016-01-01AMANDA WARREN
0012015-01-01AMANDA WARREN
0012014-01-01AMANDA WARREN
0012013-01-01AMANDA WARREN
0012012-01-01WARREN STRICKLAND
0012011-01-01WARREN STRICKLAND
0012009-01-01WARREN STRICKLAND

Plan Statistics for UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01265
Total number of active participants reported on line 7a of the Form 55002022-01-01155
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01209
Total participants2022-01-01209
Number of participants with account balances2022-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01206
Total number of active participants reported on line 7a of the Form 55002021-01-01214
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01265
Total participants2021-01-01265
Number of participants with account balances2021-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01222
Total number of active participants reported on line 7a of the Form 55002020-01-01157
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01206
Number of participants with account balances2020-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01214
Total number of active participants reported on line 7a of the Form 55002019-01-01176
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0146
Total of all active and inactive participants2019-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01222
Number of participants with account balances2019-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01184
Total number of active participants reported on line 7a of the Form 55002018-01-01175
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01212
Total participants2018-01-01212
Number of participants with account balances2018-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01204
Total number of active participants reported on line 7a of the Form 55002017-01-01155
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01184
Total participants2017-01-01184
Number of participants with account balances2017-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01338
Total number of active participants reported on line 7a of the Form 55002016-01-01163
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01199
Total participants2016-01-01199
Number of participants with account balances2016-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01343
Total number of active participants reported on line 7a of the Form 55002015-01-01303
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01338
Total participants2015-01-01338
Number of participants with account balances2015-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01389
Total number of active participants reported on line 7a of the Form 55002014-01-01312
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01343
Total participants2014-01-01343
Number of participants with account balances2014-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01217
Total number of active participants reported on line 7a of the Form 55002013-01-01366
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01389
Total participants2013-01-01389
Number of participants with account balances2013-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01335
Total number of active participants reported on line 7a of the Form 55002012-01-01195
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01217
Total participants2012-01-01217
Number of participants with account balances2012-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01296
Total number of active participants reported on line 7a of the Form 55002011-01-01315
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01335
Total participants2011-01-01335
Number of participants with account balances2011-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2009: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01185
Total number of active participants reported on line 7a of the Form 55002009-01-01240
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01272
Total participants2009-01-01272
Number of participants with account balances2009-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022 : UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,167,691
Total unrealized appreciation/depreciation of assets2022-12-31$-1,167,691
Total income from all sources (including contributions)2022-12-31$-517,601
Total of all expenses incurred2022-12-31$808,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$774,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$562,379
Value of total assets at end of year2022-12-31$5,565,482
Value of total assets at beginning of year2022-12-31$6,891,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,560
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$87,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$87,711
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$370,917
Participant contributions at end of year2022-12-31$14,958
Participant contributions at beginning of year2022-12-31$17,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,326,071
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,565,482
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,891,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$33,560
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,539,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,863,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$191,462
Employer contributions (assets) at end of year2022-12-31$10,723
Employer contributions (assets) at beginning of year2022-12-31$10,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$774,910
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PEARCE, BEVILL, LEESBURG, MOORE PC
Accountancy firm EIN2022-12-31630813240
2021 : UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$589,181
Total unrealized appreciation/depreciation of assets2021-12-31$589,181
Total income from all sources (including contributions)2021-12-31$1,468,662
Total of all expenses incurred2021-12-31$426,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$425,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$595,956
Value of total assets at end of year2021-12-31$6,891,553
Value of total assets at beginning of year2021-12-31$5,848,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$392
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$283,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$283,525
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$371,155
Participant contributions at end of year2021-12-31$17,831
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,042,658
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,891,553
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,848,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,863,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,841,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$222,509
Employer contributions (assets) at end of year2021-12-31$10,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$425,612
Contract administrator fees2021-12-31$392
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PEARCE, BEVILL, LEESBURG, MOORE PC
Accountancy firm EIN2021-12-31630813240
2020 : UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$502,874
Total unrealized appreciation/depreciation of assets2020-12-31$502,874
Total income from all sources (including contributions)2020-12-31$1,319,833
Total of all expenses incurred2020-12-31$823,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$823,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$617,289
Value of total assets at end of year2020-12-31$5,848,895
Value of total assets at beginning of year2020-12-31$5,352,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$550
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$199,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$199,670
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$372,580
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$496,016
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,848,895
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,352,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,841,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,343,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$242,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$823,267
Contract administrator fees2020-12-31$550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PEARCE, BEVILL, LEESBURG, MOORE PC
Accountancy firm EIN2020-12-31630813240
2019 : UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$736,636
Total unrealized appreciation/depreciation of assets2019-12-31$736,636
Total income from all sources (including contributions)2019-12-31$1,652,476
Total of all expenses incurred2019-12-31$1,203,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,202,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$593,518
Value of total assets at end of year2019-12-31$5,352,879
Value of total assets at beginning of year2019-12-31$4,903,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$580
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$322,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$322,322
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$333,896
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$32,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$449,173
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,352,879
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,903,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,343,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,897,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$227,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,202,723
Contract administrator fees2019-12-31$580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PEARCE, BEVILL, LEESBURG, MOORE PC
Accountancy firm EIN2019-12-31630813240
2018 : UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-509,968
Total unrealized appreciation/depreciation of assets2018-12-31$-509,968
Total income from all sources (including contributions)2018-12-31$276,244
Total of all expenses incurred2018-12-31$1,188,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,188,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$546,396
Value of total assets at end of year2018-12-31$4,903,706
Value of total assets at beginning of year2018-12-31$5,815,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$100
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$239,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$239,816
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$450,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$320,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-911,931
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,903,706
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,815,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,897,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,809,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$225,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,188,075
Contract administrator fees2018-12-31$100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2018-12-31630813240
2017 : UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$553,422
Total unrealized appreciation/depreciation of assets2017-12-31$553,422
Total income from all sources (including contributions)2017-12-31$1,269,165
Total of all expenses incurred2017-12-31$479,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$479,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$471,674
Value of total assets at end of year2017-12-31$5,815,637
Value of total assets at beginning of year2017-12-31$5,026,191
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$244,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$244,069
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$450,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$279,110
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$73
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$789,446
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,815,637
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,026,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,809,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,020,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$192,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$479,719
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2017-12-31630813240
2016 : UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$195,294
Total unrealized appreciation/depreciation of assets2016-12-31$195,294
Total income from all sources (including contributions)2016-12-31$742,843
Total of all expenses incurred2016-12-31$30,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$30,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$412,824
Value of total assets at end of year2016-12-31$5,026,191
Value of total assets at beginning of year2016-12-31$4,313,567
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$134,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$134,725
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$450,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$236,040
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$9,630
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$712,624
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,026,191
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,313,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,020,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,291,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$149,985
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$6,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$30,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2016-12-31630813240
2015 : UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-198,618
Total unrealized appreciation/depreciation of assets2015-12-31$-198,618
Total income from all sources (including contributions)2015-12-31$340,754
Total of all expenses incurred2015-12-31$391,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$391,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$349,310
Value of total assets at end of year2015-12-31$4,313,567
Value of total assets at beginning of year2015-12-31$4,364,687
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$190,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$190,062
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$432,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$209,460
Participant contributions at end of year2015-12-31$9,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-51,120
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,313,567
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,364,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,291,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,063,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$301,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$301,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$139,850
Employer contributions (assets) at end of year2015-12-31$6,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$391,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2015-12-31630813240
2014 : UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$107,641
Total unrealized appreciation/depreciation of assets2014-12-31$107,641
Total income from all sources (including contributions)2014-12-31$506,712
Total of all expenses incurred2014-12-31$287,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$287,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$272,365
Value of total assets at end of year2014-12-31$4,364,687
Value of total assets at beginning of year2014-12-31$4,145,660
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$126,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$126,706
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$412,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$176,366
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$6,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$219,027
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,364,687
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,145,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,063,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,797,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$301,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$338,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$338,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$95,999
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$4,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$287,685
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2014-12-31630813240
2013 : UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$556,625
Total unrealized appreciation/depreciation of assets2013-12-31$556,625
Total income from all sources (including contributions)2013-12-31$956,266
Total of all expenses incurred2013-12-31$174,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$174,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$316,435
Value of total assets at end of year2013-12-31$4,145,660
Value of total assets at beginning of year2013-12-31$3,363,708
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$83,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$83,206
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$185,229
Participant contributions at end of year2013-12-31$6,019
Participant contributions at beginning of year2013-12-31$15,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$781,952
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,145,660
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,363,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,797,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,001,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$338,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$335,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$335,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$131,206
Employer contributions (assets) at end of year2013-12-31$4,287
Employer contributions (assets) at beginning of year2013-12-31$10,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$174,314
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2013-12-31630813240
2012 : UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$296,193
Total unrealized appreciation/depreciation of assets2012-12-31$296,193
Total income from all sources (including contributions)2012-12-31$673,167
Total of all expenses incurred2012-12-31$153,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$153,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$317,011
Value of total assets at end of year2012-12-31$3,363,708
Value of total assets at beginning of year2012-12-31$2,844,002
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$59,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$59,963
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$199,511
Participant contributions at end of year2012-12-31$15,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$519,706
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,363,708
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,844,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,001,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,512,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$335,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$331,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$331,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$117,500
Employer contributions (assets) at end of year2012-12-31$10,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$153,461
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2012-12-31630813240
2011 : UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-61,109
Total unrealized appreciation/depreciation of assets2011-12-31$-61,109
Total income from all sources (including contributions)2011-12-31$311,211
Total of all expenses incurred2011-12-31$543,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$543,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$316,162
Value of total assets at end of year2011-12-31$2,844,002
Value of total assets at beginning of year2011-12-31$3,076,697
Total interest from all sources2011-12-31$56,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$191,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-232,695
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,844,002
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,076,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,512,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,712,311
Interest earned on other investments2011-12-31$56,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$331,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$364,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$364,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$124,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$543,906
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2011-12-31630813240
2010 : UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$269,274
Total unrealized appreciation/depreciation of assets2010-12-31$269,274
Total income from all sources (including contributions)2010-12-31$631,695
Total of all expenses incurred2010-12-31$152,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$152,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$314,176
Value of total assets at end of year2010-12-31$3,076,697
Value of total assets at beginning of year2010-12-31$2,597,779
Total interest from all sources2010-12-31$48,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$190,096
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$13,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$478,918
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,076,697
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,597,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,712,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,184,828
Interest earned on other investments2010-12-31$48,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$364,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$388,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$388,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$124,080
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$10,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$152,777
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2010-12-31630813240

Form 5500 Responses for UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN

2022: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNITED CEREBRAL PALSY OF GREATER BIRMINGHAM, INC. 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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