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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 005

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

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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
0052022-01-01JOHN A.R. SALVADOR2023-02-02
0052021-01-01JOHN A.R. SALVADOR2022-01-28
0052020-01-01JOHN A.R. SALVADOR2021-04-15
0052019-01-01JOHN A.R. SALVADOR2020-03-24
0052018-01-01
0052017-01-01
0052016-01-01
0052015-01-01
0052014-01-01HELEN VIEIRA

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

Measure Date Value
2022 : RETIREMENT PLAN OF U.P.P.E.C. 2022 401k financial data
Transfers to/from the plan2022-12-31$-342,885
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-17,950
Expenses. Total of all expenses incurred2022-12-31$10,756
Benefits paid (including direct rollovers)2022-12-31$9,167
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$371,591
Value of fidelity bond covering the plan2022-12-31$50,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$1,589
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-17,950
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-28,706
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$371,591
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : RETIREMENT PLAN OF U.P.P.E.C. 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$23,118
Expenses. Total of all expenses incurred2021-12-31$10,819
Benefits paid (including direct rollovers)2021-12-31$8,961
Total plan assets at end of year2021-12-31$371,591
Total plan assets at beginning of year2021-12-31$359,292
Value of fidelity bond covering the plan2021-12-31$50,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$1,858
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$23,118
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$12,299
Net plan assets at end of year (total assets less liabilities)2021-12-31$371,591
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$359,292
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : RETIREMENT PLAN OF U.P.P.E.C. 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$21,609
Expenses. Total of all expenses incurred2020-12-31$11,744
Benefits paid (including direct rollovers)2020-12-31$10,053
Total plan assets at end of year2020-12-31$359,292
Total plan assets at beginning of year2020-12-31$349,427
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$1,691
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$21,609
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$9,865
Net plan assets at end of year (total assets less liabilities)2020-12-31$359,292
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$349,427
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : RETIREMENT PLAN OF U.P.P.E.C. 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$56,134
Expenses. Total of all expenses incurred2019-12-31$11,663
Benefits paid (including direct rollovers)2019-12-31$10,053
Total plan assets at end of year2019-12-31$349,427
Total plan assets at beginning of year2019-12-31$304,956
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$1,610
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$56,134
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$44,471
Net plan assets at end of year (total assets less liabilities)2019-12-31$349,427
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$304,956
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : RETIREMENT PLAN OF U.P.P.E.C. 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-1,315
Expenses. Total of all expenses incurred2018-12-31$11,617
Benefits paid (including direct rollovers)2018-12-31$10,053
Total plan assets at end of year2018-12-31$304,956
Total plan assets at beginning of year2018-12-31$317,888
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$1,564
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-1,315
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-12,932
Net plan assets at end of year (total assets less liabilities)2018-12-31$304,956
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$317,888
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : RETIREMENT PLAN OF U.P.P.E.C. 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$32,904
Expenses. Total of all expenses incurred2017-12-31$11,582
Benefits paid (including direct rollovers)2017-12-31$10,053
Total plan assets at end of year2017-12-31$317,888
Total plan assets at beginning of year2017-12-31$296,566
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$1,529
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$32,904
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$21,322
Net plan assets at end of year (total assets less liabilities)2017-12-31$317,888
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$296,566
Total contributions received or receivable from employer(s)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RETIREMENT PLAN OF U.P.P.E.C. 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$33,299
Expenses. Total of all expenses incurred2016-12-31$11,266
Benefits paid (including direct rollovers)2016-12-31$9,761
Total plan assets at end of year2016-12-31$296,566
Total plan assets at beginning of year2016-12-31$274,533
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$1,505
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$33,299
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$22,033
Net plan assets at end of year (total assets less liabilities)2016-12-31$296,566
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$274,533
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RETIREMENT PLAN OF U.P.P.E.C. 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$13,009
Expenses. Total of all expenses incurred2015-12-31$42,224
Benefits paid (including direct rollovers)2015-12-31$39,554
Total plan assets at end of year2015-12-31$274,533
Total plan assets at beginning of year2015-12-31$303,748
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$13,009
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-29,215
Net plan assets at end of year (total assets less liabilities)2015-12-31$274,533
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$303,748
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,670
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RETIREMENT PLAN OF U.P.P.E.C. 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$33,020
Expenses. Total of all expenses incurred2014-12-31$40,590
Benefits paid (including direct rollovers)2014-12-31$36,258
Total plan assets at end of year2014-12-31$303,748
Total plan assets at beginning of year2014-12-31$311,318
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$4,332
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$8,694
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-7,570
Net plan assets at end of year (total assets less liabilities)2014-12-31$303,748
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$311,318
Total contributions received or receivable from employer(s)2014-12-31$24,326
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

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

2022: RETIREMENT PLAN OF U.P.P.E.C. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN OF U.P.P.E.C. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN OF U.P.P.E.C. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF U.P.P.E.C. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF U.P.P.E.C. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF U.P.P.E.C. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF U.P.P.E.C. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF U.P.P.E.C. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF U.P.P.E.C. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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