Plan Name | EMPLOYEE BENEFITS PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NIAGARA COUNTY, INC. |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | UNITED CEREBRAL PALSY ASSOCIATION OF NIAGARA COUNTY, INC. |
Employer identification number (EIN): | 160786061 |
NAIC Classification: | 624100 |
NAIC Description: | Individual and Family Services |
Additional information about UNITED CEREBRAL PALSY ASSOCIATION OF NIAGARA COUNTY, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1954-04-29 |
Company Identification Number: | 89063 |
Legal Registered Office Address: |
9812 LOCKPORT ROAD Niagara NIAGARA FALLS United States of America (USA) 14304 |
More information about UNITED CEREBRAL PALSY ASSOCIATION OF NIAGARA COUNTY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2010-01-01 | RITA TWEEDIE | |||
002 | 2009-01-01 | RITA PETROZZI | RITA PETROZZI | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2010: EMPLOYEE BENEFITS PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NIAGARA COUNTY, INC. 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 269 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 0 |
Number of participants with account balances | 2010-01-01 | 0 |
2009: EMPLOYEE BENEFITS PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NIAGARA COUNTY, INC. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 244 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 235 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 33 |
Total of all active and inactive participants | 2009-01-01 | 268 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 269 |
Number of participants with account balances | 2009-01-01 | 269 |
Measure | Date | Value |
---|---|---|
2010 : EMPLOYEE BENEFITS PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NIAGARA COUNTY, INC. 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $116,296 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $116,296 |
Total income from all sources (including contributions) | 2010-12-31 | $179,468 |
Total of all expenses incurred | 2010-12-31 | $105,748 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $105,722 |
Value of total assets at end of year | 2010-12-31 | $3,108,124 |
Value of total assets at beginning of year | 2010-12-31 | $3,034,404 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $26 |
Total interest from all sources | 2010-12-31 | $63,172 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Participant contributions at end of year | 2010-12-31 | $184,005 |
Participant contributions at beginning of year | 2010-12-31 | $196,174 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $73,720 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,108,124 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,034,404 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $880,249 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $730,043 |
Interest on participant loans | 2010-12-31 | $3,613 |
Interest earned on other investments | 2010-12-31 | $59,559 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $2,043,870 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $2,108,187 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $105,722 |
Contract administrator fees | 2010-12-31 | $26 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DOPKINS & COMPANY, LLP |
Accountancy firm EIN | 2010-12-31 | 160929175 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-01-01 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-01-01 | $0 |
Total transfer of assets from this plan | 2010-01-01 | $3,034,404 |
Total income from all sources (including contributions) | 2010-01-01 | $0 |
Total of all expenses incurred | 2010-01-01 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-01-01 | $0 |
Value of total assets at end of year | 2010-01-01 | $0 |
Value of total assets at beginning of year | 2010-01-01 | $3,034,404 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-01-01 | $0 |
Total interest from all sources | 2010-01-01 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-01-01 | No |
Was this plan covered by a fidelity bond | 2010-01-01 | Yes |
Value of fidelity bond cover | 2010-01-01 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-01-01 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-01-01 | No |
Participant contributions at end of year | 2010-01-01 | $0 |
Participant contributions at beginning of year | 2010-01-01 | $196,174 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-01-01 | No |
Value of net income/loss | 2010-01-01 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2010-01-01 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-01-01 | $3,034,404 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-01-01 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-01-01 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-01-01 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-01-01 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-01-01 | $730,043 |
Interest earned on other investments | 2010-01-01 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-01-01 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-01-01 | $2,108,187 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-01-01 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-01-01 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-01-01 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-01-01 | $0 |
Contract administrator fees | 2010-01-01 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-01-01 | No |
Did the plan have assets held for investment | 2010-01-01 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-01-01 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-01-01 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-01-01 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-01-01 | Disclaimer |
Accountancy firm name | 2010-01-01 | DOPKINS & COMPANY, LLP |
Accountancy firm EIN | 2010-01-01 | 160929175 |
2010: EMPLOYEE BENEFITS PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NIAGARA COUNTY, INC. 2010 form 5500 responses | ||
---|---|---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | Yes |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EMPLOYEE BENEFITS PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NIAGARA COUNTY, INC. 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |