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RETIREMENT PLAN OF U.P.P.E.C. 401k Plan overview

Plan NameRETIREMENT PLAN OF U.P.P.E.C.
Plan identification number 003

RETIREMENT PLAN OF U.P.P.E.C. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

PORTUGUESE FRATERNAL SOCIETY OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:PORTUGUESE FRATERNAL SOCIETY OF AMERICA
Employer identification number (EIN):940401320
NAIC Classification:524290

Additional information about PORTUGUESE FRATERNAL SOCIETY OF AMERICA

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0013494

More information about PORTUGUESE FRATERNAL SOCIETY OF AMERICA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF U.P.P.E.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032013-01-01HELEN VIEIRA
0032012-01-01HELEN VIEIRA
0032011-01-01HELEN VIEIRA

Plan Statistics for RETIREMENT PLAN OF U.P.P.E.C.

401k plan membership statisitcs for RETIREMENT PLAN OF U.P.P.E.C.

Measure Date Value
2013: RETIREMENT PLAN OF U.P.P.E.C. 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN OF U.P.P.E.C. 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN OF U.P.P.E.C. 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on RETIREMENT PLAN OF U.P.P.E.C.

Measure Date Value
2013 : RETIREMENT PLAN OF U.P.P.E.C. 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$45,946
Expenses. Total of all expenses incurred2013-12-31$43,899
Benefits paid (including direct rollovers)2013-12-31$39,554
Total plan assets at end of year2013-12-31$311,318
Total plan assets at beginning of year2013-12-31$309,271
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$35,765
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$2,047
Net plan assets at end of year (total assets less liabilities)2013-12-31$311,318
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$309,271
Total contributions received or receivable from employer(s)2013-12-31$10,181
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,345
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RETIREMENT PLAN OF U.P.P.E.C. 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$48,666
Expenses. Total of all expenses incurred2012-12-31$43,859
Benefits paid (including direct rollovers)2012-12-31$39,554
Total plan assets at end of year2012-12-31$309,271
Total plan assets at beginning of year2012-12-31$304,464
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$84
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$22,863
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$4,807
Net plan assets at end of year (total assets less liabilities)2012-12-31$309,271
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$304,464
Total contributions received or receivable from employer(s)2012-12-31$25,803
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,221
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : RETIREMENT PLAN OF U.P.P.E.C. 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$40,049
Expenses. Total of all expenses incurred2011-12-31$47,121
Benefits paid (including direct rollovers)2011-12-31$42,850
Total plan assets at end of year2011-12-31$304,464
Total plan assets at beginning of year2011-12-31$311,536
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$5,407
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-7,072
Net plan assets at end of year (total assets less liabilities)2011-12-31$304,464
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$311,536
Total contributions received or receivable from employer(s)2011-12-31$34,642
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,271
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for RETIREMENT PLAN OF U.P.P.E.C.

2013: RETIREMENT PLAN OF U.P.P.E.C. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF U.P.P.E.C. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN OF U.P.P.E.C. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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