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LBUCC 401(K) PLAN 401k Plan overview

Plan NameLBUCC 401(K) PLAN
Plan identification number 002

LBUCC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

LOS BARRIOS UNIDOS COMMUNITY CLINIC, INC. has sponsored the creation of one or more 401k plans.

Company Name:LOS BARRIOS UNIDOS COMMUNITY CLINIC, INC.
Employer identification number (EIN):751378664
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LBUCC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LEONOR MARQUEZ LEONOR MARQUEZ2018-10-11
0022016-01-01MELISSA CARRILLO MELISSA CARRILLO2017-08-25
0022015-01-01DEBRA GLORIA DEBRA GLORIA2016-10-13
0022015-01-01DEBRA GLORIA DEBRA GLORIA2016-10-13

Plan Statistics for LBUCC 401(K) PLAN

401k plan membership statisitcs for LBUCC 401(K) PLAN

Measure Date Value
2022: LBUCC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01263
Total number of active participants reported on line 7a of the Form 55002022-01-01224
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01282
Number of participants with account balances2022-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LBUCC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01232
Total number of active participants reported on line 7a of the Form 55002021-01-01211
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01258
Number of participants with account balances2021-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LBUCC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01208
Total number of active participants reported on line 7a of the Form 55002020-01-01186
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0142
Total of all active and inactive participants2020-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01228
Number of participants with account balances2020-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LBUCC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01238
Total number of active participants reported on line 7a of the Form 55002019-01-01166
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01202
Number of participants with account balances2019-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LBUCC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01230
Total number of active participants reported on line 7a of the Form 55002018-01-01169
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0165
Total of all active and inactive participants2018-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01234
Number of participants with account balances2018-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LBUCC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01214
Total number of active participants reported on line 7a of the Form 55002017-01-01162
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01227
Number of participants with account balances2017-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LBUCC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01196
Total number of active participants reported on line 7a of the Form 55002016-01-01164
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01212
Number of participants with account balances2016-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LBUCC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01160
Total number of active participants reported on line 7a of the Form 55002015-01-01142
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01187
Number of participants with account balances2015-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on LBUCC 401(K) PLAN

Measure Date Value
2022 : LBUCC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-506,468
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,053,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$972,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,400,351
Value of total assets at end of year2022-12-31$9,535,368
Value of total assets at beginning of year2022-12-31$11,095,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$81,488
Total interest from all sources2022-12-31$9,135
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$197,484
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$197,484
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$700,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$825,615
Participant contributions at end of year2022-12-31$205,577
Participant contributions at beginning of year2022-12-31$216,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,560,164
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,535,368
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,095,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$50,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,186,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,813,840
Interest on participant loans2022-12-31$7,404
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$142,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$43,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$43,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,113,438
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$574,736
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$20,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$972,208
Contract administrator fees2022-12-31$31,264
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 name2022-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2022-12-31752783674
2021 : LBUCC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,609,946
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,580,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,503,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,322,642
Value of total assets at end of year2021-12-31$11,095,532
Value of total assets at beginning of year2021-12-31$10,065,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,912
Total interest from all sources2021-12-31$7,300
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$206,397
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$206,397
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$700,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$760,435
Participant contributions at end of year2021-12-31$216,895
Participant contributions at beginning of year2021-12-31$144,011
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,665
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$1,029,588
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,095,532
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,065,944
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
Investment advisory and management fees2021-12-31$49,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,813,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,921,933
Interest on participant loans2021-12-31$7,299
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$43,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,073,607
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$546,542
Employer contributions (assets) at end of year2021-12-31$20,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,503,446
Contract administrator fees2021-12-31$27,547
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 plan2021-12-31Qualified
Accountancy firm name2021-12-31PRICEKUBECKA
Accountancy firm EIN2021-12-31752783674
2020 : LBUCC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,501,719
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$648,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$585,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,200,465
Value of total assets at end of year2020-12-31$10,065,944
Value of total assets at beginning of year2020-12-31$8,212,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,758
Total interest from all sources2020-12-31$6,393
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$134,351
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$134,351
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$700,000
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$716,995
Participant contributions at end of year2020-12-31$144,011
Participant contributions at beginning of year2020-12-31$162,198
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,131
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$1,853,103
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,065,944
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,212,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$39,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,921,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,043,013
Interest on participant loans2020-12-31$6,393
Income. Interest from loans (other than to participants)2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,160,510
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$466,339
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$3,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$585,858
Contract administrator fees2020-12-31$23,571
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 plan2020-12-31Qualified
Accountancy firm name2020-12-31PRICEKUBECKA
Accountancy firm EIN2020-12-31752783674
2019 : LBUCC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,403,694
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$651,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$595,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,113,273
Value of total assets at end of year2019-12-31$8,212,841
Value of total assets at beginning of year2019-12-31$6,460,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,639
Total interest from all sources2019-12-31$8,231
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$174,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$174,850
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$700,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$685,484
Participant contributions at end of year2019-12-31$162,198
Participant contributions at beginning of year2019-12-31$191,406
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,752,353
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,212,841
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,460,488
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
Investment advisory and management fees2019-12-31$32,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,043,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,246,879
Interest on participant loans2019-12-31$8,231
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,107,340
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$421,349
Employer contributions (assets) at end of year2019-12-31$3,501
Employer contributions (assets) at beginning of year2019-12-31$22,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$595,702
Contract administrator fees2019-12-31$23,115
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Qualified
Accountancy firm name2019-12-31PRICEKUBECKA
Accountancy firm EIN2019-12-31752783674
2018 : LBUCC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$878,444
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$839,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$812,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,073,025
Value of total assets at end of year2018-12-31$6,460,488
Value of total assets at beginning of year2018-12-31$6,421,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,451
Total interest from all sources2018-12-31$13,889
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$130,350
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$130,350
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$700,000
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$644,857
Participant contributions at end of year2018-12-31$191,406
Participant contributions at beginning of year2018-12-31$141,248
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$19,093
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$38,611
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,460,488
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,421,877
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
Investment advisory and management fees2018-12-31$29
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,246,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,918,884
Interest on participant loans2018-12-31$6,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,326,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,326,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-338,820
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$428,168
Employer contributions (assets) at end of year2018-12-31$22,203
Employer contributions (assets) at beginning of year2018-12-31$15,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$812,382
Contract administrator fees2018-12-31$27,422
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Qualified
Accountancy firm name2018-12-31PRICEKUBECKA
Accountancy firm EIN2018-12-31752783674
2017 : LBUCC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,810,772
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$536,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$513,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,006,508
Value of total assets at end of year2017-12-31$6,421,877
Value of total assets at beginning of year2017-12-31$5,147,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,288
Total interest from all sources2017-12-31$6,926
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$71,602
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$71,602
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$700,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$610,647
Participant contributions at end of year2017-12-31$141,248
Participant contributions at beginning of year2017-12-31$133,782
Participant contributions at end of year2017-12-31$19,093
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,902
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$1,274,683
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,421,877
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,147,194
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$4,918,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,888,351
Interest on participant loans2017-12-31$4,247
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,326,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,111,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,111,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$725,736
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$393,959
Employer contributions (assets) at end of year2017-12-31$15,872
Employer contributions (assets) at beginning of year2017-12-31$13,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$513,801
Contract administrator fees2017-12-31$22,288
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Qualified
Accountancy firm name2017-12-31PRICEKUBECKA
Accountancy firm EIN2017-12-31752783674
2016 : LBUCC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,148,377
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$276,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$257,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$862,362
Value of total assets at end of year2016-12-31$5,147,194
Value of total assets at beginning of year2016-12-31$4,274,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,829
Total interest from all sources2016-12-31$4,019
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$39,713
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$39,713
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$514,271
Participant contributions at end of year2016-12-31$133,782
Participant contributions at beginning of year2016-12-31$107,553
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$12,878
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$18,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$872,241
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,147,194
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,274,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,888,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,156,251
Interest on participant loans2016-12-31$3,181
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,111,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$979,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$979,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$242,283
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$330,066
Employer contributions (assets) at end of year2016-12-31$13,503
Employer contributions (assets) at beginning of year2016-12-31$19,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$257,307
Contract administrator fees2016-12-31$18,829
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRICEKUBECKA
Accountancy firm EIN2016-12-31752783674
2015 : LBUCC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$680,635
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$721,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$716,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$706,438
Value of total assets at end of year2015-12-31$4,274,953
Value of total assets at beginning of year2015-12-31$4,315,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,512
Total interest from all sources2015-12-31$3,687
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$28,457
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$28,457
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$422,199
Participant contributions at end of year2015-12-31$107,553
Participant contributions at beginning of year2015-12-31$98,237
Participant contributions at end of year2015-12-31$12,878
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-40,564
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,274,953
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,315,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,156,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,379,190
Interest on participant loans2015-12-31$3,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$979,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$835,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$835,683
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$93
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-57,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$280,783
Employer contributions (assets) at end of year2015-12-31$19,266
Employer contributions (assets) at beginning of year2015-12-31$2,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$716,687
Contract administrator fees2015-12-31$4,512
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEKUBECKA
Accountancy firm EIN2015-12-31752783674

Form 5500 Responses for LBUCC 401(K) PLAN

2022: LBUCC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LBUCC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LBUCC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LBUCC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LBUCC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LBUCC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LBUCC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LBUCC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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