401k Plan data: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN plan

UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN
Plan identification number	001

UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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(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.
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 CEREBRAL PALSY OF THE NORTH BAY, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNITED CEREBRAL PALSY OF THE NORTH BAY, INC.

Employer identification number (EIN): 942284940

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ALUDIA ARGOUARCH
001 2016-01-01 ALUDIA ARGOUARCH
001 2015-01-01 ALUDIA ARGOUARCH
001 2014-01-01 ALUDIA ARGOUARCH
001 2013-01-01 MARGARET SCHLIESSMANN 2014-09-17
001 2012-01-01 MARGARET FARMAN 2013-10-10
001 2011-01-01 MARGARET FARMAN 2012-10-02
001 2010-01-01 MARGARET FARMAN 2011-09-29

Plan Statistics for UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 200
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 153
Total of all active and inactive participants 2022-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 353
Number of participants with account balances 2022-01-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 10
2021: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 184
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 131
Total of all active and inactive participants 2021-01-01 315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 315
Number of participants with account balances 2021-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 16
2020: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 324
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 206
Number of retired or separated participants receiving benefits 2020-01-01 14
Number of other retired or separated participants entitled to future benefits 2020-01-01 108
Total of all active and inactive participants 2020-01-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 328
Number of participants with account balances 2020-01-01 263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 324
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 222
Number of retired or separated participants receiving benefits 2019-01-01 12
Number of other retired or separated participants entitled to future benefits 2019-01-01 90
Total of all active and inactive participants 2019-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 324
Number of participants with account balances 2019-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 303
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 233
Number of retired or separated participants receiving benefits 2018-01-01 13
Number of other retired or separated participants entitled to future benefits 2018-01-01 78
Total of all active and inactive participants 2018-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 324
Number of participants with account balances 2018-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 216
Number of retired or separated participants receiving benefits 2017-01-01 14
Number of other retired or separated participants entitled to future benefits 2017-01-01 73
Total of all active and inactive participants 2017-01-01 303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 303
Number of participants with account balances 2017-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 29
2016: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 209
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 71
Total of all active and inactive participants 2016-01-01 280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 280
Number of participants with account balances 2016-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 37
2015: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 177
Number of retired or separated participants receiving benefits 2015-01-01 8
Number of other retired or separated participants entitled to future benefits 2015-01-01 69
Total of all active and inactive participants 2015-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 254
Number of participants with account balances 2015-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 26
2014: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 183
Number of other retired or separated participants entitled to future benefits 2014-01-01 51
Total of all active and inactive participants 2014-01-01 234
Total participants 2014-01-01 234
Number of participants with account balances 2014-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 27

Measure	Date	Value
2022: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	200
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	153
Total of all active and inactive participants	2022-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	353
Number of participants with account balances	2022-01-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	10
2021: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	184
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	131
Total of all active and inactive participants	2021-01-01	315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	315
Number of participants with account balances	2021-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	16
2020: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	324
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	206
Number of retired or separated participants receiving benefits	2020-01-01	14
Number of other retired or separated participants entitled to future benefits	2020-01-01	108
Total of all active and inactive participants	2020-01-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	328
Number of participants with account balances	2020-01-01	263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	324
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	222
Number of retired or separated participants receiving benefits	2019-01-01	12
Number of other retired or separated participants entitled to future benefits	2019-01-01	90
Total of all active and inactive participants	2019-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	324
Number of participants with account balances	2019-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	303
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	233
Number of retired or separated participants receiving benefits	2018-01-01	13
Number of other retired or separated participants entitled to future benefits	2018-01-01	78
Total of all active and inactive participants	2018-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	324
Number of participants with account balances	2018-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	216
Number of retired or separated participants receiving benefits	2017-01-01	14
Number of other retired or separated participants entitled to future benefits	2017-01-01	73
Total of all active and inactive participants	2017-01-01	303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	303
Number of participants with account balances	2017-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	29
2016: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	209
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	71
Total of all active and inactive participants	2016-01-01	280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	280
Number of participants with account balances	2016-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	37
2015: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	177
Number of retired or separated participants receiving benefits	2015-01-01	8
Number of other retired or separated participants entitled to future benefits	2015-01-01	69
Total of all active and inactive participants	2015-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	254
Number of participants with account balances	2015-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	26
2014: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	183
Number of other retired or separated participants entitled to future benefits	2014-01-01	51
Total of all active and inactive participants	2014-01-01	234
Total participants	2014-01-01	234
Number of participants with account balances	2014-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	27

Financial Data on UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN

Measure	Date	Value
2022 : UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$15,046
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$66
Total income from all sources (including contributions)	2022-12-31	$-451,310
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$290,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$245,114
Expenses. Certain deemed distributions of participant loans	2022-12-31	$4,715
Value of total corrective distributions	2022-12-31	$7,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$797,547
Value of total assets at end of year	2022-12-31	$6,733,214
Value of total assets at beginning of year	2022-12-31	$7,460,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,877
Total interest from all sources	2022-12-31	$3,611
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$556,734
Participant contributions at end of year	2022-12-31	$65,469
Participant contributions at beginning of year	2022-12-31	$46,068
Participant contributions at end of year	2022-12-31	$24,115
Participant contributions at beginning of year	2022-12-31	$21,731
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$15,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$66
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-742,006
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,718,168
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,460,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$32,877
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,643,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,392,441
Interest on participant loans	2022-12-31	$3,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,252,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$240,813
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$245,114
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JING & COMPANY, AN ACCOUNTANCY CORP
Accountancy firm EIN	2022-12-31	843967977
2021 : UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$66
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,597,029
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$556,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$556,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$793,166
Value of total assets at end of year	2021-12-31	$7,460,240
Value of total assets at beginning of year	2021-12-31	$6,419,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$2,871
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$560,744
Participant contributions at end of year	2021-12-31	$46,068
Participant contributions at beginning of year	2021-12-31	$58,942
Participant contributions at end of year	2021-12-31	$21,731
Participant contributions at beginning of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$66
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,040,497
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,460,174
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,419,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,392,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,360,735
Interest on participant loans	2021-12-31	$2,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$800,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$232,422
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$556,532
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JING & COMPANY, AN ACCOUNTANCY CORP
Accountancy firm EIN	2021-12-31	843967977
2020 : UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,558,658
Total of all expenses incurred	2020-12-31	$513,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$454,029
Expenses. Certain deemed distributions of participant loans	2020-12-31	$27,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$811,369
Value of total assets at end of year	2020-12-31	$6,419,677
Value of total assets at beginning of year	2020-12-31	$5,374,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$31,875
Total interest from all sources	2020-12-31	$4,847
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$8,000
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$50,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$569,310
Participant contributions at end of year	2020-12-31	$58,942
Participant contributions at beginning of year	2020-12-31	$102,802
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,167
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,045,075
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,419,677
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,374,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,360,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,153,568
Interest on participant loans	2020-12-31	$4,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$742,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$239,892
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$118,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$454,029
Contract administrator fees	2020-12-31	$23,875
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PEROTTI & CARRADE CPAS
Accountancy firm EIN	2020-12-31	680095377
2019 : UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,580,108
Total of all expenses incurred	2019-12-31	$318,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$277,434
Expenses. Certain deemed distributions of participant loans	2019-12-31	$7,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$729,980
Value of total assets at end of year	2019-12-31	$5,374,602
Value of total assets at beginning of year	2019-12-31	$4,112,796
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$33,182
Total interest from all sources	2019-12-31	$6,327
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$50,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$509,301
Participant contributions at end of year	2019-12-31	$102,802
Participant contributions at beginning of year	2019-12-31	$89,717
Participant contributions at end of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,261,806
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,374,602
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,112,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,153,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,023,079
Interest on participant loans	2019-12-31	$6,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$843,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$220,679
Employer contributions (assets) at end of year	2019-12-31	$118,232
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$277,434
Contract administrator fees	2019-12-31	$33,182
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PEROTTI & CARRADE CPAS
Accountancy firm EIN	2019-12-31	680095377
2018 : UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$315,391
Total of all expenses incurred	2018-12-31	$125,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$110,842
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$622,362
Value of total assets at end of year	2018-12-31	$4,112,796
Value of total assets at beginning of year	2018-12-31	$3,923,198
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$14,951
Total interest from all sources	2018-12-31	$5,239
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$50,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$442,483
Participant contributions at end of year	2018-12-31	$89,717
Participant contributions at beginning of year	2018-12-31	$81,275
Participant contributions at beginning of year	2018-12-31	$18,484
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$189,598
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,112,796
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,923,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,023,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,742,343
Interest on participant loans	2018-12-31	$5,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-312,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$179,879
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$81,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$110,842
Contract administrator fees	2018-12-31	$14,951
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PEROTTI & CARRADE, CPAS
Accountancy firm EIN	2018-12-31	680095377
2017 : UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,068,863
Total of all expenses incurred	2017-12-31	$253,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$232,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$586,332
Value of total assets at end of year	2017-12-31	$3,923,198
Value of total assets at beginning of year	2017-12-31	$3,107,366
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$20,088
Total interest from all sources	2017-12-31	$3,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$50,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$425,518
Participant contributions at end of year	2017-12-31	$81,275
Participant contributions at beginning of year	2017-12-31	$74,847
Participant contributions at end of year	2017-12-31	$18,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$815,832
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,923,198
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,107,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,742,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,032,519
Interest on participant loans	2017-12-31	$3,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$478,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$160,814
Employer contributions (assets) at end of year	2017-12-31	$81,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$232,943
Contract administrator fees	2017-12-31	$20,088
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	COUGHLIN NAPA CPA COMPANY
Accountancy firm EIN	2017-12-31	460942208
2016 : UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$811,019
Total of all expenses incurred	2016-12-31	$144,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$128,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$587,571
Value of total assets at end of year	2016-12-31	$3,107,366
Value of total assets at beginning of year	2016-12-31	$2,440,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$15,559
Total interest from all sources	2016-12-31	$3,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$15,559
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$50,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$280,462
Participant contributions at end of year	2016-12-31	$74,847
Participant contributions at beginning of year	2016-12-31	$60,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$666,651
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,107,366
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,440,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,032,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,374,007
Interest on participant loans	2016-12-31	$3,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$220,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$307,109
Employer contributions (assets) at beginning of year	2016-12-31	$6,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$128,809
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	COUGHLAN NAPA CPA COMPANY
Accountancy firm EIN	2016-12-31	460942208
2015 : UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$506,834
Total of all expenses incurred	2015-12-31	$179,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$165,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$580,218
Value of total assets at end of year	2015-12-31	$2,440,715
Value of total assets at beginning of year	2015-12-31	$2,113,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$13,972
Total interest from all sources	2015-12-31	$4,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$13,972
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$50,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$426,005
Participant contributions at end of year	2015-12-31	$60,668
Participant contributions at beginning of year	2015-12-31	$89,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$326,960
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,440,715
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,113,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,374,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,969,583
Interest on participant loans	2015-12-31	$4,096
Interest earned on other investments	2015-12-31	$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-77,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$154,213
Employer contributions (assets) at end of year	2015-12-31	$6,040
Employer contributions (assets) at beginning of year	2015-12-31	$54,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$165,902
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	COUGHLAN NAPA CPA COMPANY, INC.
Accountancy firm EIN	2015-12-31	460942208
2014 : UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$507,357
Total of all expenses incurred	2014-12-31	$81,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$67,477
Value of total corrective distributions	2014-12-31	$1,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$427,671
Value of total assets at end of year	2014-12-31	$2,113,755
Value of total assets at beginning of year	2014-12-31	$1,688,351
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$13,424
Total interest from all sources	2014-12-31	$3,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$50,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$332,171
Participant contributions at end of year	2014-12-31	$89,922
Participant contributions at beginning of year	2014-12-31	$39,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$425,404
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,113,755
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,688,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$13,424
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,969,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,648,494
Interest on participant loans	2014-12-31	$3,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$75,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$95,500
Employer contributions (assets) at end of year	2014-12-31	$54,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$67,477
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	COUGHLAN NAPA CPA COMPANY, INC.
Accountancy firm EIN	2014-12-31	460942208

Form 5500 Responses for UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN

2022: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	UNITED CEREBRAL PALSY OF THE NORTH BAY, INC.
Employer identification number (EIN):	942284940
NAIC Classification:	611000