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UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 401k Plan overview

Plan NameUNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN
Plan identification number 002

UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN Benefits

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

401k Sponsoring company profile

UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC.
Employer identification number (EIN):112568841
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1983-03-16
Company Identification Number: 828463
Legal Registered Office Address: 250 MARCUS BLVD.
Suffolk
HAUPPAUGE
United States of America (USA)
117882018

More information about UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JANINE KLEIN
0022016-01-01JANINE KLEIN
0022015-01-01JANINE KLEIN
0022014-01-01JANINE KLEIN
0022013-01-01JANINE KLEIN
0022012-01-01JANINE KLEIN JANINE KLEIN2013-10-08
0022011-01-01JANINE KLEIN
0022009-01-01JANINE KLEIN

Plan Statistics for UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN

401k plan membership statisitcs for UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN

Measure Date Value
2022: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01627
Total number of active participants reported on line 7a of the Form 55002022-01-01345
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-01250
Total of all active and inactive participants2022-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-01616
Number of participants with account balances2022-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01640
Total number of active participants reported on line 7a of the Form 55002021-01-01307
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01287
Total of all active and inactive participants2021-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-01615
Number of participants with account balances2021-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01673
Total number of active participants reported on line 7a of the Form 55002020-01-01380
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01239
Total of all active and inactive participants2020-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-01631
Number of participants with account balances2020-01-01610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01693
Total number of active participants reported on line 7a of the Form 55002019-01-01396
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01230
Total of all active and inactive participants2019-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-01646
Number of participants with account balances2019-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01697
Total number of active participants reported on line 7a of the Form 55002018-01-01430
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01219
Total of all active and inactive participants2018-01-01662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-01668
Number of participants with account balances2018-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0131
2017: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01703
Total number of active participants reported on line 7a of the Form 55002017-01-01444
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-01220
Total of all active and inactive participants2017-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-01677
Number of participants with account balances2017-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0126
2016: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01682
Total number of active participants reported on line 7a of the Form 55002016-01-01602
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01146
Total of all active and inactive participants2016-01-01748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01751
Number of participants with account balances2016-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01689
Total number of active participants reported on line 7a of the Form 55002015-01-01533
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01139
Total of all active and inactive participants2015-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01682
Number of participants with account balances2015-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01680
Total number of active participants reported on line 7a of the Form 55002014-01-01546
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01134
Total of all active and inactive participants2014-01-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01689
Number of participants with account balances2014-01-01629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0138
2013: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01685
Total number of active participants reported on line 7a of the Form 55002013-01-01542
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01125
Total of all active and inactive participants2013-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01680
Number of participants with account balances2013-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01716
Total number of active participants reported on line 7a of the Form 55002012-01-01531
Number of retired or separated participants receiving benefits2012-01-0115
Number of other retired or separated participants entitled to future benefits2012-01-01134
Total of all active and inactive participants2012-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01685
Number of participants with account balances2012-01-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01691
Total number of active participants reported on line 7a of the Form 55002011-01-01495
Number of retired or separated participants receiving benefits2011-01-0120
Number of other retired or separated participants entitled to future benefits2011-01-01196
Total of all active and inactive participants2011-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-01716
Number of participants with account balances2011-01-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01801
Total number of active participants reported on line 7a of the Form 55002009-01-01423
Number of retired or separated participants receiving benefits2009-01-0116
Number of other retired or separated participants entitled to future benefits2009-01-0194
Total of all active and inactive participants2009-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01533
Number of participants with account balances2009-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN

Measure Date Value
2022 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-549,433
Total of all expenses incurred2022-12-31$554,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$492,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$569,341
Value of total assets at end of year2022-12-31$7,336,466
Value of total assets at beginning of year2022-12-31$8,440,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$61,528
Total interest from all sources2022-12-31$11,028
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$117,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$117,043
Administrative expenses professional fees incurred2022-12-31$10,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Administrative expenses (other) incurred2022-12-31$51,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,103,742
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,336,466
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,440,208
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,099,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,382,518
Interest earned on other investments2022-12-31$11,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$668,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$628,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,246,845
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$569,341
Employer contributions (assets) at end of year2022-12-31$569,341
Employer contributions (assets) at beginning of year2022-12-31$429,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$492,781
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2022-12-31113066459
2021 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,386,963
Total of all expenses incurred2021-12-31$1,024,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$952,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$429,480
Value of total assets at end of year2021-12-31$8,440,208
Value of total assets at beginning of year2021-12-31$8,077,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$71,749
Total interest from all sources2021-12-31$11,328
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$98,427
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$98,427
Administrative expenses professional fees incurred2021-12-31$9,800
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$429,480
Amount contributed by the employer to the plan for this plan year2021-12-31$429,480
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$61,949
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$362,858
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,440,208
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,077,350
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$7,382,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,976,927
Interest earned on other investments2021-12-31$11,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$628,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$685,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$847,728
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$429,480
Employer contributions (assets) at end of year2021-12-31$429,480
Employer contributions (assets) at beginning of year2021-12-31$415,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$952,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2021-12-31113066459
2020 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,398,838
Total of all expenses incurred2020-12-31$395,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$336,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$415,235
Value of total assets at end of year2020-12-31$8,077,350
Value of total assets at beginning of year2020-12-31$7,074,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,630
Total interest from all sources2020-12-31$13,645
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$115,914
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$115,914
Administrative expenses professional fees incurred2020-12-31$9,800
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$415,235
Amount contributed by the employer to the plan for this plan year2020-12-31$415,235
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$13,268
Administrative expenses (other) incurred2020-12-31$48,830
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$1,003,279
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,077,350
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,074,071
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,976,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,019,101
Interest earned on other investments2020-12-31$13,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$685,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$638,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$840,776
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$415,235
Employer contributions (assets) at end of year2020-12-31$415,235
Employer contributions (assets) at beginning of year2020-12-31$416,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$336,929
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2020-12-31113066459
2019 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,497,696
Total of all expenses incurred2019-12-31$822,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$764,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$418,421
Value of total assets at end of year2019-12-31$7,074,071
Value of total assets at beginning of year2019-12-31$6,398,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,403
Total interest from all sources2019-12-31$14,691
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$104,684
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$104,684
Administrative expenses professional fees incurred2019-12-31$9,600
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$416,735
Amount contributed by the employer to the plan for this plan year2019-12-31$416,735
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$47,803
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$675,692
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,074,071
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,398,379
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$6,019,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,362,768
Interest earned on other investments2019-12-31$14,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$638,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$641,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$959,900
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$418,421
Employer contributions (assets) at end of year2019-12-31$416,735
Employer contributions (assets) at beginning of year2019-12-31$394,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$764,601
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2019-12-31113066459
2018 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$196,493
Total of all expenses incurred2018-12-31$552,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$495,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$394,353
Value of total assets at end of year2018-12-31$6,398,379
Value of total assets at beginning of year2018-12-31$6,754,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,469
Total interest from all sources2018-12-31$13,379
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$97,607
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$97,607
Administrative expenses professional fees incurred2018-12-31$9,400
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$394,353
Amount contributed by the employer to the plan for this plan year2018-12-31$394,353
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$47,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-355,827
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,398,379
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,754,206
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$5,362,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,732,265
Interest earned on other investments2018-12-31$13,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$641,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$632,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-308,846
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$394,353
Employer contributions (assets) at end of year2018-12-31$394,353
Employer contributions (assets) at beginning of year2018-12-31$389,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$495,851
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2018-12-31113066459
2017 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,192,908
Total of all expenses incurred2017-12-31$317,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$274,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$388,398
Value of total assets at end of year2017-12-31$6,754,206
Value of total assets at beginning of year2017-12-31$5,878,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,553
Total interest from all sources2017-12-31$12,680
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$84,025
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$84,025
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$388,050
Amount contributed by the employer to the plan for this plan year2017-12-31$388,050
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$42,553
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$875,376
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,754,206
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,878,830
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$5,732,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,869,028
Interest earned on other investments2017-12-31$12,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$654,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$654,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$632,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$707,805
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$388,398
Employer contributions (assets) at end of year2017-12-31$389,171
Employer contributions (assets) at beginning of year2017-12-31$355,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$274,979
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2017-12-31113066459
2016 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$675,765
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$435,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$413,588
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$355,495
Value of total assets at end of year2016-12-31$5,878,830
Value of total assets at beginning of year2016-12-31$5,638,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,285
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$308
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$178,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$178,759
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$394,306
Amount contributed by the employer to the plan for this plan year2016-12-31$394,306
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$22,285
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$239,892
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,878,830
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,638,938
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,869,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,649,911
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$654,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$609,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$609,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$308
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$141,203
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$355,495
Employer contributions (assets) at end of year2016-12-31$355,495
Employer contributions (assets) at beginning of year2016-12-31$379,142
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$413,588
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2016-12-31113066459
2015 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$402,182
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$504,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$486,512
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$379,514
Value of total assets at end of year2015-12-31$5,638,938
Value of total assets at beginning of year2015-12-31$5,741,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,825
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$92
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$239,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$239,562
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$402,678
Amount contributed by the employer to the plan for this plan year2015-12-31$402,678
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$17,825
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-102,155
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,638,938
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,741,093
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,649,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,765,410
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$609,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$621,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$621,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$92
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-216,986
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$379,514
Employer contributions (assets) at end of year2015-12-31$379,142
Employer contributions (assets) at beginning of year2015-12-31$354,390
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$486,512
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2015-12-31113066459
2014 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$659,292
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$258,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$240,827
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$354,390
Value of total assets at end of year2014-12-31$5,741,093
Value of total assets at beginning of year2014-12-31$5,340,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,635
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$63
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$284,384
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$284,384
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$365,247
Amount contributed by the employer to the plan for this plan year2014-12-31$365,247
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$17,635
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$400,830
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,741,093
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,340,263
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,765,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,375,236
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$621,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$624,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$624,708
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$63
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$20,455
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$354,390
Employer contributions (assets) at end of year2014-12-31$354,390
Employer contributions (assets) at beginning of year2014-12-31$340,319
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$240,827
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2014-12-31113066459
2013 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,027,199
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$288,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$269,892
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$340,319
Value of total assets at end of year2013-12-31$5,340,263
Value of total assets at beginning of year2013-12-31$4,601,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,200
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$140
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$170,248
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$170,248
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$369,575
Amount contributed by the employer to the plan for this plan year2013-12-31$369,575
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$18,200
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$739,107
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,340,263
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,601,156
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,375,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,618,529
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$0
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$624,708
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$656,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$656,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$140
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$516,492
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$340,319
Employer contributions (assets) at end of year2013-12-31$340,319
Employer contributions (assets) at beginning of year2013-12-31$326,547
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$269,892
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2013-12-31113066459
2012 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2012 401k financial data
Total transfer of assets from this plan2012-12-31$3,960
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$0
Total income from all sources (including contributions)2012-12-31$734,280
Total of all expenses incurred2012-12-31$244,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$226,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$326,547
Value of total assets at end of year2012-12-31$4,601,156
Value of total assets at beginning of year2012-12-31$4,115,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,877
Total interest from all sources2012-12-31$63
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$76,389
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$76,389
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$379,721
Amount contributed by the employer to the plan for this plan year2012-12-31$379,721
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$18,877
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$489,297
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,601,156
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,115,819
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$3,618,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,149,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$656,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$603,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$603,347
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$63
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$331,281
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$326,547
Employer contributions (assets) at end of year2012-12-31$326,547
Employer contributions (assets) at beginning of year2012-12-31$362,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$226,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2012-12-31113066459
2011 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,654
Total income from all sources (including contributions)2011-12-31$285,382
Total of all expenses incurred2011-12-31$168,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$149,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$362,543
Value of total assets at end of year2011-12-31$4,115,819
Value of total assets at beginning of year2011-12-31$4,014,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,061
Total interest from all sources2011-12-31$58
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$96,346
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$96,346
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$366,062
Amount contributed by the employer to the plan for this plan year2011-12-31$366,062
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$18,061
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$117,358
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,115,819
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,998,461
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$3,149,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,117,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$603,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$542,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$542,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$58
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-173,565
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$362,543
Employer contributions (assets) at end of year2011-12-31$362,543
Employer contributions (assets) at beginning of year2011-12-31$354,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$149,963
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$15,654
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 name2011-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2011-12-31113066459
2010 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$610
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,654
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$745,170
Total of all expenses incurred2010-12-31$213,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$196,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$354,328
Value of total assets at end of year2010-12-31$4,014,115
Value of total assets at beginning of year2010-12-31$3,467,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,715
Total interest from all sources2010-12-31$101
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$64,396
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$64,396
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$357,601
Amount contributed by the employer to the plan for this plan year2010-12-31$357,601
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$16,715
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$531,941
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,998,461
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,467,130
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$3,117,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,632,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$542,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$517,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$517,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$326,345
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$354,328
Employer contributions (assets) at end of year2010-12-31$354,328
Employer contributions (assets) at beginning of year2010-12-31$316,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$196,514
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$15,654
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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 name2010-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2010-12-31113066459
2009 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$351,040
Amount contributed by the employer to the plan for this plan year2009-12-31$351,040

Form 5500 Responses for UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN

2022: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080590
Policy instance 1
Insurance contract or identification numberTA080590
Number of Individuals Covered607
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080590
Policy instance 1
Insurance contract or identification numberTA080590
Number of Individuals Covered615
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080590
Policy instance 1
Insurance contract or identification numberTA080590
Number of Individuals Covered610
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080590
Policy instance 1
Insurance contract or identification numberTA080590
Number of Individuals Covered615
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080590
Policy instance 1
Insurance contract or identification numberTA080590
Number of Individuals Covered620
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080590
Policy instance 1
Insurance contract or identification numberTA080590
Number of Individuals Covered614
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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