?>
Logo

UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameUNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING 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.
  • 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 SAN JOAQUIN COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED CEREBRAL PALSY OF SAN JOAQUIN COUNTY
Employer identification number (EIN):946124281
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01LYNN HOGUE2022-04-14
0012019-07-01SHANA BELASCO2021-04-14
0012018-07-01
0012017-07-01SHANA BELASCO
0012016-07-01SHANA BELASCO
0012015-07-01
0012014-07-01LINDA JEFFERS
0012013-07-01LESLIE HEIER
0012012-07-01RAY CALL
0012011-07-01RAY CALL

Plan Statistics for UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01156
Total number of active participants reported on line 7a of the Form 55002021-07-01116
Number of retired or separated participants receiving benefits2021-07-012
Number of other retired or separated participants entitled to future benefits2021-07-0119
Total of all active and inactive participants2021-07-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01138
Number of participants with account balances2021-07-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01197
Total number of active participants reported on line 7a of the Form 55002020-07-01136
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0120
Total of all active and inactive participants2020-07-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01156
Number of participants with account balances2020-07-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01214
Total number of active participants reported on line 7a of the Form 55002019-07-01198
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0115
Total of all active and inactive participants2019-07-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01213
Number of participants with account balances2019-07-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01199
Total number of active participants reported on line 7a of the Form 55002018-07-01183
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0121
Total of all active and inactive participants2018-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01204
Number of participants with account balances2018-07-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
2017: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01188
Total number of active participants reported on line 7a of the Form 55002017-07-01187
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-019
Total of all active and inactive participants2017-07-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01196
Number of participants with account balances2017-07-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
2016: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01148
Total number of active participants reported on line 7a of the Form 55002016-07-01193
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0112
Total of all active and inactive participants2016-07-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01206
Number of participants with account balances2016-07-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-016
2015: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01140
Total number of active participants reported on line 7a of the Form 55002015-07-01133
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-017
Total of all active and inactive participants2015-07-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01141
Number of participants with account balances2015-07-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01133
Total number of active participants reported on line 7a of the Form 55002014-07-01125
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-015
Total of all active and inactive participants2014-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01130
Number of participants with account balances2014-07-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01130
Total number of active participants reported on line 7a of the Form 55002013-07-01125
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-015
Total of all active and inactive participants2013-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01130
Number of participants with account balances2013-07-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01131
Total number of active participants reported on line 7a of the Form 55002012-07-01119
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-012
Total of all active and inactive participants2012-07-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01121
Number of participants with account balances2012-07-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01159
Total number of active participants reported on line 7a of the Form 55002011-07-01137
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-012
Total of all active and inactive participants2011-07-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01139
Number of participants with account balances2011-07-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010

Financial Data on UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-121,791
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$269,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$245,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$78,434
Value of total assets at end of year2022-06-30$1,913,673
Value of total assets at beginning of year2022-06-30$2,304,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$23,918
Total interest from all sources2022-06-30$1,178
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$124,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$124,538
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$200,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$78,434
Assets. Loans (other than to participants) at end of year2022-06-30$37,935
Assets. Loans (other than to participants) at beginning of year2022-06-30$27,630
Total non interest bearing cash at end of year2022-06-30$0
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-390,861
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,913,673
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,304,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$4,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,444,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,784,240
Interest on participant loans2022-06-30$1,178
Value of interest in common/collective trusts at end of year2022-06-30$431,328
Value of interest in common/collective trusts at beginning of year2022-06-30$492,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-334,939
Net investment gain or loss from common/collective trusts2022-06-30$8,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$245,152
Contract administrator fees2022-06-30$19,054
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2022-06-30941481988
2021 : UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$574,959
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$115,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$91,903
Value of total corrective distributions2021-06-30$6,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$113,133
Value of total assets at end of year2021-06-30$2,304,534
Value of total assets at beginning of year2021-06-30$1,844,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$16,765
Total interest from all sources2021-06-30$955
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$200,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$112,615
Assets. Loans (other than to participants) at end of year2021-06-30$27,630
Assets. Loans (other than to participants) at beginning of year2021-06-30$20,106
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$1,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$459,710
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,304,534
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,844,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$2,905
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$1,784,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,438,538
Interest on participant loans2021-06-30$955
Value of interest in common/collective trusts at end of year2021-06-30$492,664
Value of interest in common/collective trusts at beginning of year2021-06-30$384,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$451,819
Net investment gain or loss from common/collective trusts2021-06-30$9,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$91,903
Contract administrator fees2021-06-30$13,860
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2021-06-30941481988
2020 : UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$206,151
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$70,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$61,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$159,815
Value of total assets at end of year2020-06-30$1,844,824
Value of total assets at beginning of year2020-06-30$1,709,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$8,756
Total interest from all sources2020-06-30$1,472
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$200,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$159,289
Assets. Loans (other than to participants) at end of year2020-06-30$20,106
Assets. Loans (other than to participants) at beginning of year2020-06-30$30,481
Total non interest bearing cash at end of year2020-06-30$1,849
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$135,773
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,844,824
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,709,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$1,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,438,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,328,004
Interest on participant loans2020-06-30$1,472
Value of interest in common/collective trusts at end of year2020-06-30$384,331
Value of interest in common/collective trusts at beginning of year2020-06-30$350,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$35,675
Net investment gain or loss from common/collective trusts2020-06-30$9,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$61,622
Contract administrator fees2020-06-30$7,505
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2020-06-30941481988
2019 : UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$267,230
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$24,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$16,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$174,011
Value of total assets at end of year2019-06-30$1,709,051
Value of total assets at beginning of year2019-06-30$1,466,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$8,644
Total interest from all sources2019-06-30$1,201
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$170,905
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$170,711
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$3,300
Assets. Loans (other than to participants) at end of year2019-06-30$30,481
Assets. Loans (other than to participants) at beginning of year2019-06-30$11,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$242,251
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,709,051
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,466,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,328,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,155,937
Interest on participant loans2019-06-30$1,201
Value of interest in common/collective trusts at end of year2019-06-30$350,566
Value of interest in common/collective trusts at beginning of year2019-06-30$299,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$84,019
Net investment gain or loss from common/collective trusts2019-06-30$7,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$16,335
Contract administrator fees2019-06-30$8,644
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2019-06-30941481988
2018 : UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$245,292
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$149,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$141,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$142,765
Value of total assets at end of year2018-06-30$1,466,800
Value of total assets at beginning of year2018-06-30$1,370,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$7,708
Total interest from all sources2018-06-30$771
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$75,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$142,765
Assets. Loans (other than to participants) at end of year2018-06-30$11,394
Assets. Loans (other than to participants) at beginning of year2018-06-30$21,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$96,238
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,466,800
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,370,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$1,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,155,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,070,458
Interest on participant loans2018-06-30$771
Value of interest in common/collective trusts at end of year2018-06-30$299,469
Value of interest in common/collective trusts at beginning of year2018-06-30$279,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$94,980
Net investment gain or loss from common/collective trusts2018-06-30$6,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$141,346
Contract administrator fees2018-06-30$6,676
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2018-06-30941481988
2017 : UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$280,324
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$143,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$136,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$135,479
Value of total assets at end of year2017-06-30$1,370,562
Value of total assets at beginning of year2017-06-30$1,233,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$7,289
Total interest from all sources2017-06-30$1,071
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$75,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$135,479
Assets. Loans (other than to participants) at end of year2017-06-30$21,029
Assets. Loans (other than to participants) at beginning of year2017-06-30$30,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$136,607
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,370,562
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,233,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,070,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$959,051
Interest on participant loans2017-06-30$1,071
Value of interest in common/collective trusts at end of year2017-06-30$279,075
Value of interest in common/collective trusts at beginning of year2017-06-30$244,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$137,890
Net investment gain or loss from common/collective trusts2017-06-30$5,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$136,428
Contract administrator fees2017-06-30$7,289
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2017-06-30941481988
2016 : UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$181,332
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$33,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$26,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$149,762
Value of total assets at end of year2016-06-30$1,233,955
Value of total assets at beginning of year2016-06-30$1,085,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$7,119
Total interest from all sources2016-06-30$1,405
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$75,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$122,736
Assets. Loans (other than to participants) at end of year2016-06-30$30,174
Assets. Loans (other than to participants) at beginning of year2016-06-30$50,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$148,185
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,233,955
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,085,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$985
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$959,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$827,250
Interest on participant loans2016-06-30$1,405
Value of interest in common/collective trusts at end of year2016-06-30$244,730
Value of interest in common/collective trusts at beginning of year2016-06-30$208,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$24,713
Net investment gain or loss from common/collective trusts2016-06-30$5,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$27,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$26,028
Contract administrator fees2016-06-30$6,134
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2016-06-30941481988
2015 : UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$52
Total income from all sources (including contributions)2015-06-30$269,875
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$208,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$199,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$232,826
Value of total assets at end of year2015-06-30$1,085,770
Value of total assets at beginning of year2015-06-30$1,024,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$9,414
Total interest from all sources2015-06-30$1,008
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$75,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$118,086
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$90,176
Assets. Loans (other than to participants) at end of year2015-06-30$50,098
Assets. Loans (other than to participants) at beginning of year2015-06-30$0
Total non interest bearing cash at end of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$61,007
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,085,770
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,024,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$1,123
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$827,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$840,333
Interest on participant loans2015-06-30$1,008
Value of interest in common/collective trusts at end of year2015-06-30$208,422
Value of interest in common/collective trusts at beginning of year2015-06-30$184,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$30,952
Net investment gain or loss from common/collective trusts2015-06-30$5,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$24,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$199,454
Contract administrator fees2015-06-30$8,291
Liabilities. Value of benefit claims payable at end of year2015-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$52
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2015-06-30941481988
2014 : UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$52
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$248,310
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$14,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$9,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$114,424
Value of total assets at end of year2014-06-30$1,024,815
Value of total assets at beginning of year2014-06-30$791,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$5,659
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$75,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$114,424
Total non interest bearing cash at end of year2014-06-30$297
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$233,357
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,024,763
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$791,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$864
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$840,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$645,167
Value of interest in common/collective trusts at end of year2014-06-30$184,185
Value of interest in common/collective trusts at beginning of year2014-06-30$146,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$130,125
Net investment gain or loss from common/collective trusts2014-06-30$3,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$9,294
Contract administrator fees2014-06-30$4,795
Liabilities. Value of benefit claims payable at end of year2014-06-30$52
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2014-06-30941481988
2013 : UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$194,382
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$28,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$23,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$109,803
Value of total assets at end of year2013-06-30$791,406
Value of total assets at beginning of year2013-06-30$625,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$4,688
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$75,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$109,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$166,366
Value of net assets at end of year (total assets less liabilities)2013-06-30$791,406
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$625,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$630
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$645,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$511,880
Value of interest in common/collective trusts at end of year2013-06-30$146,239
Value of interest in common/collective trusts at beginning of year2013-06-30$113,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$81,248
Net investment gain or loss from common/collective trusts2013-06-30$3,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$23,328
Contract administrator fees2013-06-30$4,058
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2013-06-30941481988
2012 : UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$100,132
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$61,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$55,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$97,402
Value of total assets at end of year2012-06-30$625,040
Value of total assets at beginning of year2012-06-30$585,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$5,757
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$75,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$97,402
Total non interest bearing cash at end of year2012-06-30$0
Total non interest bearing cash at beginning of year2012-06-30$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$39,099
Value of net assets at end of year (total assets less liabilities)2012-06-30$625,040
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$585,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$511,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$481,899
Value of interest in common/collective trusts at end of year2012-06-30$113,160
Value of interest in common/collective trusts at beginning of year2012-06-30$104,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-140
Net investment gain or loss from common/collective trusts2012-06-30$2,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$55,276
Contract administrator fees2012-06-30$5,757
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2012-06-30941481988
2011 : UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$163,825
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$128,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$120,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$66,623
Value of total assets at end of year2011-06-30$585,941
Value of total assets at beginning of year2011-06-30$550,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$7,555
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$90,000
If this is an individual account plan, was there a blackout period2011-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$66,623
Participant contributions at beginning of year2011-06-30$5,692
Total non interest bearing cash at end of year2011-06-30$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$35,736
Value of net assets at end of year (total assets less liabilities)2011-06-30$585,941
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$550,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$481,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$520,231
Value of interest in common/collective trusts at end of year2011-06-30$104,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$24,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$24,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$97,202
Net investment gain or loss from common/collective trusts2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$120,534
Contract administrator fees2011-06-30$7,555
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2011-06-30941481988

Form 5500 Responses for UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN

2021: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3