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UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN 401k Plan overview

Plan NameUNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN
Plan identification number 001

UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC.
Employer identification number (EIN):941347062
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01ROGER SLINGERMAN2024-07-14
0012021-10-01ROGER SLINGERMAN2023-06-27
0012020-10-01ROGER SLINGERMAN2022-05-11
0012019-10-01ROGER SLINGERMAN2021-04-01
0012018-10-01ROGER SLINGERMAN2020-07-13
0012017-10-01ROGER SLINGERMAN2020-01-07
0012017-10-01ROGER SLINGERMAN2019-07-14
0012016-10-01
0012015-10-01ROGER SLINGERMAN2017-04-12
0012014-10-01ROGER SLINGERMAN2016-06-01
0012013-10-01JEFFREY G. SNYDER2015-04-29
0012012-10-01JEFFREY G. SNYDER2013-12-17
0012011-10-01JEFFREY G. SNYDER2012-12-19
0012010-10-01JEFFREY G. SNYDER2012-01-19

Financial Data on UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN

Measure Date Value
2023 : UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total income from all sources (including contributions)2023-09-30$374,006
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$112,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$90,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$203,333
Value of total assets at end of year2023-09-30$1,962,211
Value of total assets at beginning of year2023-09-30$1,700,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$21,140
Total interest from all sources2023-09-30$13,789
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$200,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$150,331
Participant contributions at end of year2023-09-30$102,305
Participant contributions at beginning of year2023-09-30$106,893
Participant contributions at end of year2023-09-30$6,006
Participant contributions at beginning of year2023-09-30$11,592
Income. Received or receivable in cash from other sources (including rollovers)2023-09-30$20,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$261,882
Value of net assets at end of year (total assets less liabilities)2023-09-30$1,962,211
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$1,700,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Value of interest in pooled separate accounts at end of year2023-09-30$1,592,483
Value of interest in pooled separate accounts at beginning of year2023-09-30$1,259,476
Interest on participant loans2023-09-30$5,044
Interest earned on other investments2023-09-30$8,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-09-30$241,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-09-30$306,550
Net investment gain/loss from pooled separate accounts2023-09-30$156,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30Yes
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$32,793
Employer contributions (assets) at end of year2023-09-30$20,000
Employer contributions (assets) at beginning of year2023-09-30$15,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$90,984
Contract administrator fees2023-09-30$21,140
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30DRISTAS GROOM MCCORMICK, LLP
Accountancy firm EIN2023-09-30942782187
2022 : UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-01$0
Total income from all sources (including contributions)2022-10-01$374,006
Total loss/gain on sale of assets2022-10-01$0
Total of all expenses incurred2022-10-01$112,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-01$90,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-01$203,333
Value of total assets at end of year2022-10-01$1,962,211
Value of total assets at beginning of year2022-10-01$1,700,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-01$21,140
Total interest from all sources2022-10-01$13,789
Total dividends received (eg from common stock, registered investment company shares)2022-10-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-01No
Was this plan covered by a fidelity bond2022-10-01Yes
Value of fidelity bond cover2022-10-01$200,000
If this is an individual account plan, was there a blackout period2022-10-01No
Were there any nonexempt tranactions with any party-in-interest2022-10-01No
Contributions received from participants2022-10-01$150,331
Participant contributions at end of year2022-10-01$102,305
Participant contributions at beginning of year2022-10-01$106,893
Participant contributions at end of year2022-10-01$6,006
Participant contributions at beginning of year2022-10-01$11,592
Income. Received or receivable in cash from other sources (including rollovers)2022-10-01$20,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-01No
Value of net income/loss2022-10-01$261,882
Value of net assets at end of year (total assets less liabilities)2022-10-01$1,962,211
Value of net assets at beginning of year (total assets less liabilities)2022-10-01$1,700,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-01No
Were any leases to which the plan was party in default or uncollectible2022-10-01No
Value of interest in pooled separate accounts at end of year2022-10-01$1,592,483
Value of interest in pooled separate accounts at beginning of year2022-10-01$1,259,476
Interest on participant loans2022-10-01$5,044
Interest earned on other investments2022-10-01$8,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-10-01$241,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-10-01$306,550
Net investment gain/loss from pooled separate accounts2022-10-01$156,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-01No
Was there a failure to transmit to the plan any participant contributions2022-10-01Yes
Has the plan failed to provide any benefit when due under the plan2022-10-01No
Contributions received in cash from employer2022-10-01$32,793
Employer contributions (assets) at end of year2022-10-01$20,000
Employer contributions (assets) at beginning of year2022-10-01$15,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-01$90,984
Contract administrator fees2022-10-01$21,140
Did the plan have assets held for investment2022-10-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-01No
Opinion of an independent qualified public accountant for this plan2022-10-011
Accountancy firm name2022-10-01DRISTAS GROOM MCCORMICK, LLP
Accountancy firm EIN2022-10-01942782187
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-129,558
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$84,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$63,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$166,964
Value of total assets at end of year2022-09-30$1,700,329
Value of total assets at beginning of year2022-09-30$1,913,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$20,998
Total interest from all sources2022-09-30$9,941
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$200,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$135,100
Participant contributions at end of year2022-09-30$106,893
Participant contributions at beginning of year2022-09-30$79,293
Participant contributions at end of year2022-09-30$11,592
Participant contributions at beginning of year2022-09-30$4,564
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$4,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-213,573
Value of net assets at end of year (total assets less liabilities)2022-09-30$1,700,329
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$1,913,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in pooled separate accounts at end of year2022-09-30$1,259,476
Value of interest in pooled separate accounts at beginning of year2022-09-30$1,624,400
Interest on participant loans2022-09-30$2,361
Interest earned on other investments2022-09-30$7,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$306,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$190,645
Net investment gain/loss from pooled separate accounts2022-09-30$-306,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30Yes
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$27,028
Employer contributions (assets) at end of year2022-09-30$15,818
Employer contributions (assets) at beginning of year2022-09-30$15,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$63,017
Contract administrator fees2022-09-30$20,998
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30DRISTAS GROOM MCCORMICK, LLP
Accountancy firm EIN2022-09-30942782187
2021 : UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$398,935
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$61,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$40,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$131,319
Value of total assets at end of year2021-09-30$1,913,902
Value of total assets at beginning of year2021-09-30$1,576,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$21,640
Total interest from all sources2021-09-30$6,791
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$200,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$107,829
Participant contributions at end of year2021-09-30$79,293
Participant contributions at beginning of year2021-09-30$77,505
Participant contributions at end of year2021-09-30$4,564
Participant contributions at beginning of year2021-09-30$4,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$337,159
Value of net assets at end of year (total assets less liabilities)2021-09-30$1,913,902
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$1,576,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in pooled separate accounts at end of year2021-09-30$1,624,400
Value of interest in pooled separate accounts at beginning of year2021-09-30$1,287,819
Interest on participant loans2021-09-30$2,414
Interest earned on other investments2021-09-30$4,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$190,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$194,607
Net investment gain/loss from pooled separate accounts2021-09-30$260,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30Yes
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$23,490
Employer contributions (assets) at end of year2021-09-30$15,000
Employer contributions (assets) at beginning of year2021-09-30$12,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$40,136
Contract administrator fees2021-09-30$21,640
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30DRISTAS GROOM MCCORMICK LLP
Accountancy firm EIN2021-09-30942782187
2020 : UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$254,556
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$66,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$49,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$130,442
Value of total assets at end of year2020-09-30$1,576,743
Value of total assets at beginning of year2020-09-30$1,388,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$16,700
Total interest from all sources2020-09-30$6,857
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$160,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$113,167
Participant contributions at end of year2020-09-30$77,505
Participant contributions at beginning of year2020-09-30$77,867
Participant contributions at end of year2020-09-30$4,429
Participant contributions at beginning of year2020-09-30$8,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$188,189
Value of net assets at end of year (total assets less liabilities)2020-09-30$1,576,743
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$1,388,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in pooled separate accounts at end of year2020-09-30$1,287,819
Value of interest in pooled separate accounts at beginning of year2020-09-30$1,180,093
Interest on participant loans2020-09-30$3,209
Interest earned on other investments2020-09-30$3,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$194,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$83,902
Net investment gain/loss from pooled separate accounts2020-09-30$117,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30Yes
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$17,275
Employer contributions (assets) at end of year2020-09-30$12,383
Employer contributions (assets) at beginning of year2020-09-30$38,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$49,667
Contract administrator fees2020-09-30$16,700
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30DRISTAS GROOM MCCORMICK LLP
Accountancy firm EIN2020-09-30942782187
2019 : UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$219,867
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$50,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$35,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$172,109
Value of total assets at end of year2019-09-30$1,388,554
Value of total assets at beginning of year2019-09-30$1,219,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$15,073
Total interest from all sources2019-09-30$5,067
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$140,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$109,151
Participant contributions at end of year2019-09-30$77,867
Participant contributions at beginning of year2019-09-30$76,817
Participant contributions at end of year2019-09-30$8,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$169,236
Value of net assets at end of year (total assets less liabilities)2019-09-30$1,388,554
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$1,219,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in pooled separate accounts at end of year2019-09-30$1,180,093
Value of interest in pooled separate accounts at beginning of year2019-09-30$1,084,238
Interest on participant loans2019-09-30$2,763
Interest earned on other investments2019-09-30$2,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$83,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$58,263
Net investment gain/loss from pooled separate accounts2019-09-30$42,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30Yes
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$62,958
Employer contributions (assets) at end of year2019-09-30$38,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$35,558
Contract administrator fees2019-09-30$15,073
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30DRISTAS GROOM MCCORMICK LLP
Accountancy firm EIN2019-09-30942782187
2018 : UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$190,553
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$50,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$38,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$113,378
Value of total assets at end of year2018-09-30$1,219,318
Value of total assets at beginning of year2018-09-30$1,079,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$12,194
Total interest from all sources2018-09-30$4,368
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$10,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$92,553
Participant contributions at end of year2018-09-30$76,817
Participant contributions at beginning of year2018-09-30$68,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$139,665
Value of net assets at end of year (total assets less liabilities)2018-09-30$1,219,318
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$1,079,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in pooled separate accounts at end of year2018-09-30$1,084,238
Value of interest in pooled separate accounts at beginning of year2018-09-30$965,464
Interest on participant loans2018-09-30$2,508
Interest earned on other investments2018-09-30$1,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$58,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$45,592
Net investment gain/loss from pooled separate accounts2018-09-30$72,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30Yes
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$20,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$38,694
Contract administrator fees2018-09-30$12,194
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30DRISTAS GROOM MCCORMICK
Accountancy firm EIN2018-09-30770108538

Form 5500 Responses for UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN

2022: UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement - TrustYes
2021: UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedYes
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807681
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807681
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807681
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807681
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807681
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807681
Policy instance 1

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