401k Plan data: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN plan

UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 401k Plan overview

Plan Name	UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN
Plan identification number	001

UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

CAREERS CLIC has sponsored the creation of one or more 401k plans.

Company Name: CAREERS CLIC

Employer identification number (EIN): 020505585

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 MATTHEW OSCADAL 2023-11-14 KATHI TERAMI 2023-11-14
001 2021-07-01 MATTHEW OSCADAL 2022-11-09 KATHI TERAMI 2022-11-09
001 2020-07-01 MATTHEW OSCADAL 2021-11-12 KATHI TERAMI 2021-11-12
001 2019-07-01 SOPHIE JAMESON 2020-11-03 KATHI TERAMI 2020-11-03
001 2018-07-01
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01
001 2012-07-01 ROSEMARY FIFIELD
001 2011-07-01 ROSEMARY FIFIELD
001 2009-07-01 ROSEMARY FIFIELD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	MATTHEW OSCADAL	2023-11-14	KATHI TERAMI	2023-11-14
001	2021-07-01	MATTHEW OSCADAL	2022-11-09	KATHI TERAMI	2022-11-09
001	2020-07-01	MATTHEW OSCADAL	2021-11-12	KATHI TERAMI	2021-11-12
001	2019-07-01	SOPHIE JAMESON	2020-11-03	KATHI TERAMI	2020-11-03
001	2018-07-01
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01
001	2012-07-01	ROSEMARY FIFIELD
001	2011-07-01	ROSEMARY FIFIELD
001	2009-07-01	ROSEMARY FIFIELD

Plan Statistics for UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN

401k plan membership statisitcs for UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN

Measure Date Value
2022: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 4
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 0
Total of all active and inactive participants 2022-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 3
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 1
Total of all active and inactive participants 2021-07-01 4
Total participants 2021-07-01 4
2020: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 3
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 1
Total of all active and inactive participants 2020-07-01 4
Total participants 2020-07-01 4
2019: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 2
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 1
Total of all active and inactive participants 2019-07-01 3
Total participants 2019-07-01 3
Number of participants with account balances 2019-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 3
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 3
Number of participants with account balances 2018-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 3
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 3
Number of participants with account balances 2017-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 3
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 3
Number of participants with account balances 2016-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 1
Total of all active and inactive participants 2015-07-01 1
Total participants 2015-07-01 1
Number of participants with account balances 2015-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 1
Total of all active and inactive participants 2014-07-01 1
Total participants 2014-07-01 1
Number of participants with account balances 2014-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 2
Total of all active and inactive participants 2013-07-01 2
Total participants 2013-07-01 2
Number of participants with account balances 2013-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 3
Total of all active and inactive participants 2012-07-01 3
Total participants 2012-07-01 3
Number of participants with account balances 2012-07-01 3
2011: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 3
Total of all active and inactive participants 2011-07-01 3
Total participants 2011-07-01 3
Number of participants with account balances 2011-07-01 3
2009: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 3
Total of all active and inactive participants 2009-07-01 3
Total participants 2009-07-01 3
Number of participants with account balances 2009-07-01 3

Measure	Date	Value
2022: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	4
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	0
Total of all active and inactive participants	2022-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	3
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	1
Total of all active and inactive participants	2021-07-01	4
Total participants	2021-07-01	4
2020: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	3
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	1
Total of all active and inactive participants	2020-07-01	4
Total participants	2020-07-01	4
2019: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	2
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	1
Total of all active and inactive participants	2019-07-01	3
Total participants	2019-07-01	3
Number of participants with account balances	2019-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	3
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	3
Number of participants with account balances	2018-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	3
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	3
Number of participants with account balances	2017-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	3
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	3
Number of participants with account balances	2016-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	1
Total of all active and inactive participants	2015-07-01	1
Total participants	2015-07-01	1
Number of participants with account balances	2015-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	1
Total of all active and inactive participants	2014-07-01	1
Total participants	2014-07-01	1
Number of participants with account balances	2014-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	2
Total of all active and inactive participants	2013-07-01	2
Total participants	2013-07-01	2
Number of participants with account balances	2013-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	3
Total of all active and inactive participants	2012-07-01	3
Total participants	2012-07-01	3
Number of participants with account balances	2012-07-01	3
2011: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	3
Total of all active and inactive participants	2011-07-01	3
Total participants	2011-07-01	3
Number of participants with account balances	2011-07-01	3
2009: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	3
Total of all active and inactive participants	2009-07-01	3
Total participants	2009-07-01	3
Number of participants with account balances	2009-07-01	3

Form 5500 Responses for UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN

2022: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP 403(B) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-07-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	CAREERS CLIC
Employer identification number (EIN):	020505585
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations