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Plan Name | UNITED COUNSELING SERVICE 403(B) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | LORNA MATTERN | 2023-10-16 | LORNA MATTERN | 2023-10-16 |
001 | 2021-01-01 | LORNA MATTERN | 2022-06-10 | LORNA MATTERN | 2022-06-10 |
001 | 2020-01-01 | LORNA MATTERN | 2021-06-25 | LORNA MATTERN | 2021-06-25 |
001 | 2019-01-01 | LORNA MATTERN | 2020-08-12 | LORNA MATTERN | 2020-08-12 |
001 | 2018-01-01 | LORNA MATTERN | 2019-07-17 | LORNA MATTERN | 2019-07-17 |
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ||||
001 | 2013-01-01 | ||||
001 | 2012-01-01 | RALPH PROVENZA | RALPH PROVENZA | 2013-09-10 | |
001 | 2011-01-01 | RALPH PROVENZA | RALPH PROVENZA | 2012-10-10 | |
001 | 2010-01-01 | RALPH PROVENZA | RALPH PROVENZA | 2011-10-13 | |
001 | 2009-01-01 | RALPH PROVENZA | RALPH PROVENZA | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2022: UNITED COUNSELING SERVICE 403(B) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 341 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 278 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 50 |
Total of all active and inactive participants | 2022-01-01 | 328 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 328 |
Number of participants with account balances | 2022-01-01 | 186 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: UNITED COUNSELING SERVICE 403(B) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 329 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 268 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 63 |
Total of all active and inactive participants | 2021-01-01 | 331 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 331 |
Number of participants with account balances | 2021-01-01 | 197 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: UNITED COUNSELING SERVICE 403(B) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 342 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 273 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 56 |
Total of all active and inactive participants | 2020-01-01 | 329 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 329 |
Number of participants with account balances | 2020-01-01 | 200 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: UNITED COUNSELING SERVICE 403(B) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 344 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 283 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 58 |
Total of all active and inactive participants | 2019-01-01 | 341 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 341 |
Number of participants with account balances | 2019-01-01 | 205 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: UNITED COUNSELING SERVICE 403(B) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 342 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 285 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 56 |
Total of all active and inactive participants | 2018-01-01 | 341 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 341 |
Number of participants with account balances | 2018-01-01 | 201 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: UNITED COUNSELING SERVICE 403(B) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 314 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 298 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 38 |
Total of all active and inactive participants | 2017-01-01 | 336 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 336 |
Number of participants with account balances | 2017-01-01 | 190 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: UNITED COUNSELING SERVICE 403(B) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 309 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 284 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 28 |
Total of all active and inactive participants | 2016-01-01 | 312 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 312 |
Number of participants with account balances | 2016-01-01 | 181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: UNITED COUNSELING SERVICE 403(B) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 306 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 269 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 35 |
Total of all active and inactive participants | 2015-01-01 | 304 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 304 |
Number of participants with account balances | 2015-01-01 | 166 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: UNITED COUNSELING SERVICE 403(B) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 265 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 241 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 30 |
Total of all active and inactive participants | 2014-01-01 | 271 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 271 |
Number of participants with account balances | 2014-01-01 | 160 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: UNITED COUNSELING SERVICE 403(B) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 276 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 235 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 24 |
Total of all active and inactive participants | 2013-01-01 | 259 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 259 |
Number of participants with account balances | 2013-01-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: UNITED COUNSELING SERVICE 403(B) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 270 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 240 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 35 |
Total of all active and inactive participants | 2012-01-01 | 275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 275 |
Number of participants with account balances | 2012-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: UNITED COUNSELING SERVICE 403(B) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 279 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 234 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 35 |
Total of all active and inactive participants | 2011-01-01 | 269 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 269 |
Number of participants with account balances | 2011-01-01 | 163 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: UNITED COUNSELING SERVICE 403(B) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 288 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 231 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 31 |
Total of all active and inactive participants | 2010-01-01 | 262 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 262 |
Number of participants with account balances | 2010-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: UNITED COUNSELING SERVICE 403(B) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 300 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 255 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 24 |
Total of all active and inactive participants | 2009-01-01 | 279 |
Total participants | 2009-01-01 | 279 |
Number of participants with account balances | 2009-01-01 | 160 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
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 incurred | 2022-12-31 | $400,360 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $7,304,318 |
Value of total assets at beginning of year | 2022-12-31 | $8,582,758 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,352 |
Total interest from all sources | 2022-12-31 | $7,106 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $373,647 |
Participant contributions at end of year | 2022-12-31 | $158,844 |
Participant contributions at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,144,430 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,422,328 |
Interest on participant loans | 2022-12-31 | $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 assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $171,942 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $741 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $396,008 |
Contract administrator fees | 2022-12-31 | $4,352 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | KITTELL BRANAGAN & SARGENT |
Accountancy firm EIN | 2022-12-31 | 030302296 |
2021 : UNITED COUNSELING SERVICE 403(B) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,727,909 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,722,980 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $976 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $505,148 |
Value of total assets at end of year | 2021-12-31 | $8,582,758 |
Value of total assets at beginning of year | 2021-12-31 | $8,519,704 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,953 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $443,316 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $334,663 |
Participant contributions at end of year | 2021-12-31 | $159,689 |
Participant contributions at beginning of year | 2021-12-31 | $54,785 |
Participant contributions at beginning of year | 2021-12-31 | $10,290 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,460 |
Administrative expenses (other) incurred | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,422,328 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $169,025 |
Employer contributions (assets) at end of year | 2021-12-31 | $741 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $6,361 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,722,980 |
Contract administrator fees | 2021-12-31 | $3,953 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | KITTELL BRANAGAN & SARGENT |
Accountancy firm EIN | 2021-12-31 | 030302296 |
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 incurred | 2020-12-31 | $551,499 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $540,602 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $552,060 |
Value of total assets at end of year | 2020-12-31 | $8,519,704 |
Value of total assets at beginning of year | 2020-12-31 | $7,296,357 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $9,959 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $286,124 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $283,052 |
Participant contributions at end of year | 2020-12-31 | $54,785 |
Participant contributions at beginning of year | 2020-12-31 | $69,208 |
Participant contributions at end of year | 2020-12-31 | $10,290 |
Participant contributions at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $7,169 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,448,268 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $172,621 |
Employer contributions (assets) at end of year | 2020-12-31 | $6,361 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $53 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $540,602 |
Contract administrator fees | 2020-12-31 | $2,790 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KITTELL BRANAGAN & SARGENT |
Accountancy firm EIN | 2020-12-31 | 030302296 |
2019 : UNITED COUNSELING SERVICE 403(B) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $724,634 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $7,296,357 |
Value of total assets at beginning of year | 2019-12-31 | $6,219,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,720 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $334,082 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $313,605 |
Participant contributions at end of year | 2019-12-31 | $69,208 |
Participant contributions at beginning of year | 2019-12-31 | $92,363 |
Participant contributions at end of year | 2019-12-31 | $869 |
Participant contributions at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,226,227 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,123,435 |
Interest on participant loans | 2019-12-31 | $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 assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $162,117 |
Employer contributions (assets) at end of year | 2019-12-31 | $53 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $638 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $720,914 |
Contract administrator fees | 2019-12-31 | $3,720 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KITTELL BRANAGAN & SARGENT |
Accountancy firm EIN | 2019-12-31 | 030302296 |
2018 : UNITED COUNSELING SERVICE 403(B) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $284,600 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $6,219,464 |
Value of total assets at beginning of year | 2018-12-31 | $6,242,921 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,108 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $398,941 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $308,700 |
Participant contributions at end of year | 2018-12-31 | $92,363 |
Participant contributions at beginning of year | 2018-12-31 | $116,521 |
Participant contributions at end of year | 2018-12-31 | $3,028 |
Participant contributions at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,123,435 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,124,966 |
Interest on participant loans | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $153,795 |
Employer contributions (assets) at end of year | 2018-12-31 | $638 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,434 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $281,492 |
Contract administrator fees | 2018-12-31 | $3,108 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KITTELL BRANAGAN & SARGENT |
Accountancy firm EIN | 2018-12-31 | 030302296 |
2017 : UNITED COUNSELING SERVICE 403(B) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $944,099 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $6,242,921 |
Value of total assets at beginning of year | 2017-12-31 | $5,719,646 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,848 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $307,198 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $287,856 |
Participant contributions at end of year | 2017-12-31 | $116,521 |
Participant contributions at beginning of year | 2017-12-31 | $147,465 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $266 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $88,582 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,124,966 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $146,392 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,434 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $936 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $937,251 |
Contract administrator fees | 2017-12-31 | $6,848 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KITTELL BRANAGAN & SARGENT |
Accountancy firm EIN | 2017-12-31 | 030302296 |
2016 : UNITED COUNSELING SERVICE 403(B) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,895,579 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $5,719,646 |
Value of total assets at beginning of year | 2016-12-31 | $6,722,218 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $14,729 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $274,696 |
Participant contributions at end of year | 2016-12-31 | $147,465 |
Participant contributions at beginning of year | 2016-12-31 | $154,710 |
Participant contributions at end of year | 2016-12-31 | $266 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $132,815 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,570,979 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $137,883 |
Employer contributions (assets) at end of year | 2016-12-31 | $936 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $135 |
Income. Dividends from preferred stock | 2016-12-31 | $241,716 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,880,850 |
Contract administrator fees | 2016-12-31 | $14,729 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KITTELL BRANAGAN & SARGENT |
Accountancy firm EIN | 2016-12-31 | 030302296 |
2015 : UNITED COUNSELING SERVICE 403(B) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $580,567 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $6,722,218 |
Value of total assets at beginning of year | 2015-12-31 | $6,761,290 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $15,434 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $266,867 |
Participant contributions at end of year | 2015-12-31 | $154,710 |
Participant contributions at beginning of year | 2015-12-31 | $196,513 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $15,718 |
Administrative expenses (other) incurred | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,567,373 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $141,506 |
Employer contributions (assets) at end of year | 2015-12-31 | $135 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $962 |
Income. Dividends from preferred stock | 2015-12-31 | $354,509 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $565,133 |
Contract administrator fees | 2015-12-31 | $15,434 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KITTELL BRANAGAN & SARGENT |
Accountancy firm EIN | 2015-12-31 | 030302296 |
2014 : UNITED COUNSELING SERVICE 403(B) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $328,716 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $6,761,290 |
Value of total assets at beginning of year | 2014-12-31 | $6,069,570 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $15,211 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $376,848 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $284,335 |
Participant contributions at end of year | 2014-12-31 | $196,513 |
Participant contributions at beginning of year | 2014-12-31 | $133,037 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $127,186 |
Administrative expenses (other) incurred | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,563,815 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $140,899 |
Employer contributions (assets) at end of year | 2014-12-31 | $962 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $313,505 |
Contract administrator fees | 2014-12-31 | $15,211 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KITTELL BRANAGAN & SARGENT |
Accountancy firm EIN | 2014-12-31 | 030302296 |
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 incurred | 2013-12-31 | $733,073 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $6,069,570 |
Value of total assets at beginning of year | 2013-12-31 | $5,235,173 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $14,115 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $217,048 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $302,845 |
Participant contributions at end of year | 2013-12-31 | $133,037 |
Participant contributions at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,936,533 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,141,556 |
Interest on participant loans | 2013-12-31 | $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 assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $135,017 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $735 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $718,958 |
Contract administrator fees | 2013-12-31 | $14,115 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KITTELL BRANAGAN & SARGENT |
Accountancy firm EIN | 2013-12-31 | 030302296 |
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 incurred | 2012-12-31 | $637,230 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $5,235,173 |
Value of total assets at beginning of year | 2012-12-31 | $4,907,620 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $11,968 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $93,311 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $255,020 |
Participant contributions at end of year | 2012-12-31 | $92,882 |
Participant contributions at beginning of year | 2012-12-31 | $106,471 |
Participant contributions at beginning of year | 2012-12-31 | $7,630 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,141,556 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $129,742 |
Employer contributions (assets) at end of year | 2012-12-31 | $735 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $6,322 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $625,262 |
Contract administrator fees | 2012-12-31 | $11,968 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | KITTELL BRANAGAN & SARGENT |
Accountancy firm EIN | 2012-12-31 | 030302296 |
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 incurred | 2011-12-31 | $271,347 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $259,091 |
Value of total corrective distributions | 2011-12-31 | $988 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $444,144 |
Value of total assets at end of year | 2011-12-31 | $4,907,620 |
Value of total assets at beginning of year | 2011-12-31 | $4,643,030 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $11,268 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $94,077 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $276,840 |
Participant contributions at end of year | 2011-12-31 | $106,471 |
Participant contributions at beginning of year | 2011-12-31 | $110,701 |
Participant contributions at end of year | 2011-12-31 | $7,630 |
Participant contributions at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,787,197 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $134,451 |
Employer contributions (assets) at end of year | 2011-12-31 | $6,322 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $259,091 |
Contract administrator fees | 2011-12-31 | $11,268 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KITTELL BRANAGAN & SARGENT |
Accountancy firm EIN | 2011-12-31 | 030302296 |
2010 : UNITED COUNSELING SERVICE 403(B) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $203,446 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $4,643,030 |
Value of total assets at beginning of year | 2010-12-31 | $3,992,011 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $10,134 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $93,651 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $280,598 |
Participant contributions at end of year | 2010-12-31 | $110,701 |
Participant contributions at beginning of year | 2010-12-31 | $73,303 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $8,949 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $767 |
Other income not declared elsewhere | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,532,329 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $137,097 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $7,528 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $193,312 |
Contract administrator fees | 2010-12-31 | $10,134 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KITTELL BRANAGAN & SARGENT |
Accountancy firm EIN | 2010-12-31 | 030302296 |
2022: UNITED COUNSELING SERVICE 403(B) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: UNITED COUNSELING SERVICE 403(B) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: UNITED COUNSELING SERVICE 403(B) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: UNITED COUNSELING SERVICE 403(B) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: UNITED COUNSELING SERVICE 403(B) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: UNITED COUNSELING SERVICE 403(B) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: UNITED COUNSELING SERVICE 403(B) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: UNITED COUNSELING SERVICE 403(B) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: UNITED COUNSELING SERVICE 403(B) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: UNITED COUNSELING SERVICE 403(B) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: UNITED COUNSELING SERVICE 403(B) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: UNITED COUNSELING SERVICE 403(B) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: UNITED COUNSELING SERVICE 403(B) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: UNITED COUNSELING SERVICE 403(B) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |