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UNITED COUNSELING SERVICE 403(B) PLAN 401k Plan overview

Plan NameUNITED COUNSELING SERVICE 403(B) PLAN
Plan identification number 001

UNITED COUNSELING SERVICE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED COUNSELING SERVICE OF BENNINGTON COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED COUNSELING SERVICE OF BENNINGTON COUNTY, INC.
Employer identification number (EIN):030199213
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Additional information about UNITED COUNSELING SERVICE OF BENNINGTON COUNTY, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1959-04-13
Company Identification Number: 45088
Legal Registered Office Address: PO BOX 286,RTE 7A SOUTH

MANCHESTER
United States of America (USA)
05254

More information about UNITED COUNSELING SERVICE OF BENNINGTON COUNTY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED COUNSELING SERVICE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LORNA MATTERN2023-10-16 LORNA MATTERN2023-10-16
0012021-01-01LORNA MATTERN2022-06-10 LORNA MATTERN2022-06-10
0012020-01-01LORNA MATTERN2021-06-25 LORNA MATTERN2021-06-25
0012019-01-01LORNA MATTERN2020-08-12 LORNA MATTERN2020-08-12
0012018-01-01LORNA MATTERN2019-07-17 LORNA MATTERN2019-07-17
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RALPH PROVENZA RALPH PROVENZA2013-09-10
0012011-01-01RALPH PROVENZA RALPH PROVENZA2012-10-10
0012010-01-01RALPH PROVENZA RALPH PROVENZA2011-10-13
0012009-01-01RALPH PROVENZA RALPH PROVENZA2010-10-14

Plan Statistics for UNITED COUNSELING SERVICE 403(B) PLAN

401k plan membership statisitcs for UNITED COUNSELING SERVICE 403(B) PLAN

Measure Date Value
2022: UNITED COUNSELING SERVICE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01341
Total number of active participants reported on line 7a of the Form 55002022-01-01278
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01328
Number of participants with account balances2022-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNITED COUNSELING SERVICE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01329
Total number of active participants reported on line 7a of the Form 55002021-01-01268
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01331
Number of participants with account balances2021-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNITED COUNSELING SERVICE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01342
Total number of active participants reported on line 7a of the Form 55002020-01-01273
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01329
Number of participants with account balances2020-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNITED COUNSELING SERVICE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01344
Total number of active participants reported on line 7a of the Form 55002019-01-01283
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01341
Number of participants with account balances2019-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNITED COUNSELING SERVICE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01342
Total number of active participants reported on line 7a of the Form 55002018-01-01285
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01341
Number of participants with account balances2018-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNITED COUNSELING SERVICE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01314
Total number of active participants reported on line 7a of the Form 55002017-01-01298
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01336
Number of participants with account balances2017-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNITED COUNSELING SERVICE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01309
Total number of active participants reported on line 7a of the Form 55002016-01-01284
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01312
Number of participants with account balances2016-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNITED COUNSELING SERVICE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01306
Total number of active participants reported on line 7a of the Form 55002015-01-01269
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01304
Number of participants with account balances2015-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNITED COUNSELING SERVICE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01265
Total number of active participants reported on line 7a of the Form 55002014-01-01241
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01271
Number of participants with account balances2014-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNITED COUNSELING SERVICE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01276
Total number of active participants reported on line 7a of the Form 55002013-01-01235
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01259
Number of participants with account balances2013-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNITED COUNSELING SERVICE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01270
Total number of active participants reported on line 7a of the Form 55002012-01-01240
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01275
Number of participants with account balances2012-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNITED COUNSELING SERVICE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01279
Total number of active participants reported on line 7a of the Form 55002011-01-01234
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01269
Number of participants with account balances2011-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNITED COUNSELING SERVICE 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01288
Total number of active participants reported on line 7a of the Form 55002010-01-01231
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0131
Total of all active and inactive participants2010-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01262
Number of participants with account balances2010-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNITED COUNSELING SERVICE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01300
Total number of active participants reported on line 7a of the Form 55002009-01-01255
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01279
Total participants2009-01-01279
Number of participants with account balances2009-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNITED COUNSELING SERVICE 403(B) PLAN

Measure Date Value
2022 : UNITED COUNSELING SERVICE 403(B) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-878,080
Total of all expenses incurred2022-12-31$400,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$396,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$612,409
Value of total assets at end of year2022-12-31$7,304,318
Value of total assets at beginning of year2022-12-31$8,582,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,352
Total interest from all sources2022-12-31$7,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$373,647
Participant contributions at end of year2022-12-31$158,844
Participant contributions at beginning of year2022-12-31$159,689
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$66,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$1,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,278,440
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,304,318
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,582,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,144,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,422,328
Interest on participant loans2022-12-31$7,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,497,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$171,942
Employer contributions (assets) at beginning of year2022-12-31$741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$396,008
Contract administrator fees2022-12-31$4,352
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2022-12-31030302296
2021 : UNITED COUNSELING SERVICE 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$1,790,963
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,727,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,722,980
Expenses. Certain deemed distributions of participant loans2021-12-31$976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$505,148
Value of total assets at end of year2021-12-31$8,582,758
Value of total assets at beginning of year2021-12-31$8,519,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,953
Total interest from all sources2021-12-31$3,704
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$443,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$443,316
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$334,663
Participant contributions at end of year2021-12-31$159,689
Participant contributions at beginning of year2021-12-31$54,785
Participant contributions at beginning of year2021-12-31$10,290
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,460
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$63,054
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,582,758
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,519,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,422,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,448,268
Income. Interest from loans (other than to participants)2021-12-31$3,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$838,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$169,025
Employer contributions (assets) at end of year2021-12-31$741
Employer contributions (assets) at beginning of year2021-12-31$6,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,722,980
Contract administrator fees2021-12-31$3,953
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2021-12-31030302296
2020 : UNITED COUNSELING SERVICE 403(B) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,774,846
Total of all expenses incurred2020-12-31$551,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$540,602
Expenses. Certain deemed distributions of participant loans2020-12-31$938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$552,060
Value of total assets at end of year2020-12-31$8,519,704
Value of total assets at beginning of year2020-12-31$7,296,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,959
Total interest from all sources2020-12-31$3,025
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$286,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$286,124
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$283,052
Participant contributions at end of year2020-12-31$54,785
Participant contributions at beginning of year2020-12-31$69,208
Participant contributions at end of year2020-12-31$10,290
Participant contributions at beginning of year2020-12-31$869
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$96,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,223,347
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,519,704
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,296,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,169
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,448,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,226,227
Income. Interest from loans (other than to participants)2020-12-31$3,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$933,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$172,621
Employer contributions (assets) at end of year2020-12-31$6,361
Employer contributions (assets) at beginning of year2020-12-31$53
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$540,602
Contract administrator fees2020-12-31$2,790
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2020-12-31030302296
2019 : UNITED COUNSELING SERVICE 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,801,527
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$724,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$720,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$478,605
Value of total assets at end of year2019-12-31$7,296,357
Value of total assets at beginning of year2019-12-31$6,219,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,720
Total interest from all sources2019-12-31$4,071
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$334,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$334,082
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$313,605
Participant contributions at end of year2019-12-31$69,208
Participant contributions at beginning of year2019-12-31$92,363
Participant contributions at end of year2019-12-31$869
Participant contributions at beginning of year2019-12-31$3,028
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,076,893
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,296,357
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,219,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,226,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,123,435
Interest on participant loans2019-12-31$4,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$984,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$162,117
Employer contributions (assets) at end of year2019-12-31$53
Employer contributions (assets) at beginning of year2019-12-31$638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$720,914
Contract administrator fees2019-12-31$3,720
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2019-12-31030302296
2018 : UNITED COUNSELING SERVICE 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$261,143
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$284,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$281,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$462,495
Value of total assets at end of year2018-12-31$6,219,464
Value of total assets at beginning of year2018-12-31$6,242,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,108
Total interest from all sources2018-12-31$4,994
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$398,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$398,941
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$308,700
Participant contributions at end of year2018-12-31$92,363
Participant contributions at beginning of year2018-12-31$116,521
Participant contributions at end of year2018-12-31$3,028
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-23,457
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,219,464
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,242,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,123,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,124,966
Interest on participant loans2018-12-31$4,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-605,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$153,795
Employer contributions (assets) at end of year2018-12-31$638
Employer contributions (assets) at beginning of year2018-12-31$1,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$281,492
Contract administrator fees2018-12-31$3,108
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2018-12-31030302296
2017 : UNITED COUNSELING SERVICE 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,467,374
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$944,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$937,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$522,830
Value of total assets at end of year2017-12-31$6,242,921
Value of total assets at beginning of year2017-12-31$5,719,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,848
Total interest from all sources2017-12-31$5,916
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$307,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$307,198
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$287,856
Participant contributions at end of year2017-12-31$116,521
Participant contributions at beginning of year2017-12-31$147,465
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$266
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$88,582
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$523,275
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,242,921
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,719,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,124,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,570,979
Income. Interest from loans (other than to participants)2017-12-31$5,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$631,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$146,392
Employer contributions (assets) at end of year2017-12-31$1,434
Employer contributions (assets) at beginning of year2017-12-31$936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$937,251
Contract administrator fees2017-12-31$6,848
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2017-12-31030302296
2016 : UNITED COUNSELING SERVICE 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$893,007
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,895,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,880,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$545,394
Value of total assets at end of year2016-12-31$5,719,646
Value of total assets at beginning of year2016-12-31$6,722,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,729
Total interest from all sources2016-12-31$6,070
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$241,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$274,696
Participant contributions at end of year2016-12-31$147,465
Participant contributions at beginning of year2016-12-31$154,710
Participant contributions at end of year2016-12-31$266
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$132,815
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,002,572
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,719,646
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,722,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,570,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,567,373
Income. Interest from loans (other than to participants)2016-12-31$6,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$99,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$137,883
Employer contributions (assets) at end of year2016-12-31$936
Employer contributions (assets) at beginning of year2016-12-31$135
Income. Dividends from preferred stock2016-12-31$241,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,880,850
Contract administrator fees2016-12-31$14,729
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2016-12-31030302296
2015 : UNITED COUNSELING SERVICE 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$541,495
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$580,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$565,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$424,091
Value of total assets at end of year2015-12-31$6,722,218
Value of total assets at beginning of year2015-12-31$6,761,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,434
Total interest from all sources2015-12-31$7,427
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$354,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$266,867
Participant contributions at end of year2015-12-31$154,710
Participant contributions at beginning of year2015-12-31$196,513
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,718
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-39,072
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,722,218
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,761,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,567,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,563,815
Income. Interest from loans (other than to participants)2015-12-31$7,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-244,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$141,506
Employer contributions (assets) at end of year2015-12-31$135
Employer contributions (assets) at beginning of year2015-12-31$962
Income. Dividends from preferred stock2015-12-31$354,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$565,133
Contract administrator fees2015-12-31$15,434
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2015-12-31030302296
2014 : UNITED COUNSELING SERVICE 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,020,436
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$328,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$313,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$552,420
Value of total assets at end of year2014-12-31$6,761,290
Value of total assets at beginning of year2014-12-31$6,069,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,211
Total interest from all sources2014-12-31$6,420
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$376,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$376,848
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$284,335
Participant contributions at end of year2014-12-31$196,513
Participant contributions at beginning of year2014-12-31$133,037
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$127,186
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$691,720
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,761,290
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,069,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,563,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,936,533
Income. Interest from loans (other than to participants)2014-12-31$6,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$84,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$140,899
Employer contributions (assets) at end of year2014-12-31$962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$313,505
Contract administrator fees2014-12-31$15,211
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2014-12-31030302296
2013 : UNITED COUNSELING SERVICE 403(B) PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,567,470
Total of all expenses incurred2013-12-31$733,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$718,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$485,377
Value of total assets at end of year2013-12-31$6,069,570
Value of total assets at beginning of year2013-12-31$5,235,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,115
Total interest from all sources2013-12-31$4,769
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$217,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$217,048
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$302,845
Participant contributions at end of year2013-12-31$133,037
Participant contributions at beginning of year2013-12-31$92,882
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$47,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$834,397
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,069,570
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,235,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,936,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,141,556
Interest on participant loans2013-12-31$4,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$860,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$135,017
Employer contributions (assets) at beginning of year2013-12-31$735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$718,958
Contract administrator fees2013-12-31$14,115
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2013-12-31030302296
2012 : UNITED COUNSELING SERVICE 403(B) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$23,021
Total income from all sources (including contributions)2012-12-31$987,804
Total of all expenses incurred2012-12-31$637,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$625,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$384,762
Value of total assets at end of year2012-12-31$5,235,173
Value of total assets at beginning of year2012-12-31$4,907,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,968
Total interest from all sources2012-12-31$4,632
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$93,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$93,311
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$255,020
Participant contributions at end of year2012-12-31$92,882
Participant contributions at beginning of year2012-12-31$106,471
Participant contributions at beginning of year2012-12-31$7,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$23,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$350,574
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,235,173
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,884,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,141,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,787,197
Income. Interest from loans (other than to participants)2012-12-31$4,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$505,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$129,742
Employer contributions (assets) at end of year2012-12-31$735
Employer contributions (assets) at beginning of year2012-12-31$6,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$625,262
Contract administrator fees2012-12-31$11,968
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2012-12-31030302296
2011 : UNITED COUNSELING SERVICE 403(B) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$23,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$512,916
Total of all expenses incurred2011-12-31$271,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$259,091
Value of total corrective distributions2011-12-31$988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$444,144
Value of total assets at end of year2011-12-31$4,907,620
Value of total assets at beginning of year2011-12-31$4,643,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,268
Total interest from all sources2011-12-31$6,252
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$94,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$94,077
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$276,840
Participant contributions at end of year2011-12-31$106,471
Participant contributions at beginning of year2011-12-31$110,701
Participant contributions at end of year2011-12-31$7,630
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$32,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$23,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$241,569
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,884,599
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,643,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,787,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,532,329
Income. Interest from loans (other than to participants)2011-12-31$5,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-31,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$134,451
Employer contributions (assets) at end of year2011-12-31$6,322
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$259,091
Contract administrator fees2011-12-31$11,268
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2011-12-31030302296
2010 : UNITED COUNSELING SERVICE 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$854,465
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$203,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$193,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$418,462
Value of total assets at end of year2010-12-31$4,643,030
Value of total assets at beginning of year2010-12-31$3,992,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,134
Total interest from all sources2010-12-31$6,321
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$93,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$93,651
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$280,598
Participant contributions at end of year2010-12-31$110,701
Participant contributions at beginning of year2010-12-31$73,303
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$8,949
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$767
Other income not declared elsewhere2010-12-31$1,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$651,019
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,643,030
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,992,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,532,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,902,231
Income. Interest from loans (other than to participants)2010-12-31$6,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$334,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$137,097
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$7,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$193,312
Contract administrator fees2010-12-31$10,134
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2010-12-31030302296

Form 5500 Responses for UNITED COUNSELING SERVICE 403(B) PLAN

2022: UNITED COUNSELING SERVICE 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED COUNSELING SERVICE 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED COUNSELING SERVICE 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED COUNSELING SERVICE 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED COUNSELING SERVICE 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED COUNSELING SERVICE 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED COUNSELING SERVICE 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED COUNSELING SERVICE 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED COUNSELING SERVICE 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED COUNSELING SERVICE 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED COUNSELING SERVICE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED COUNSELING SERVICE 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED COUNSELING SERVICE 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITED COUNSELING SERVICE 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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