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EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 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.

401k Sponsoring company profile

CHICAGO URBAN LEAGUE has sponsored the creation of one or more 401k plans.

Company Name:CHICAGO URBAN LEAGUE
Employer identification number (EIN):362225483
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01MARGUERITE CRUSOE2022-07-14
0032020-07-01WEI ANITON2021-07-16
0032020-07-01WEI ANITON2021-07-28
0032019-07-01DYAMOND ROSS2020-12-08
0032019-07-01DYAMOND ROSS2021-05-26
0032018-07-01
0032018-07-01
0032017-07-01LAWRENCE WITRY2019-04-05 LAWRENCE WITRY2019-04-05
0032016-07-01LAWRENCW WITRY LAWRENCW WITRY2018-03-13
0032015-07-01LAWRENCW WITRY
0032014-07-01LAWRENCE WITRY LAWRENCE WITRY2016-04-07
0032013-07-01LAWRENCE WITRY LAWRENCE WITRY2015-04-15

Plan Statistics for EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2022 401k membership
Total participants, beginning-of-year2022-01-01132
Total number of active participants reported on line 7a of the Form 55002022-01-01130
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01169
Number of participants with account balances2022-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2018: EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2018 401k membership
Total participants, beginning-of-year2018-07-01127
Total number of active participants reported on line 7a of the Form 55002018-07-0159
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0133
Total of all active and inactive participants2018-07-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0192
Number of participants with account balances2018-07-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
2017: EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2017 401k membership
Total participants, beginning-of-year2017-07-01125
Total number of active participants reported on line 7a of the Form 55002017-07-0172
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0155
Total of all active and inactive participants2017-07-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01127
Number of participants with account balances2017-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-013
2016: EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2016 401k membership
Total participants, beginning-of-year2016-07-01128
Total number of active participants reported on line 7a of the Form 55002016-07-0171
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0154
Total of all active and inactive participants2016-07-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01125
Number of participants with account balances2016-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-017
2015: EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2015 401k membership
Total participants, beginning-of-year2015-07-01128
Total number of active participants reported on line 7a of the Form 55002015-07-0175
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0153
Total of all active and inactive participants2015-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01128
Number of participants with account balances2015-07-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0110
2014: EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2014 401k membership
Total participants, beginning-of-year2014-07-01127
Total number of active participants reported on line 7a of the Form 55002014-07-0178
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0150
Total of all active and inactive participants2014-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01128
Number of participants with account balances2014-07-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0110
2013: EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2013 401k membership
Total participants, beginning-of-year2013-07-010
Total number of active participants reported on line 7a of the Form 55002013-07-0170
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0157
Total of all active and inactive participants2013-07-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01127
Number of participants with account balances2013-07-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-013

Financial Data on EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 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$0
Total income from all sources (including contributions)2022-12-31$-236,485
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$88,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$78,650
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$220,110
Value of total assets at end of year2022-12-31$2,800,904
Value of total assets at beginning of year2022-12-31$3,125,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,714
Total interest from all sources2022-12-31$1,977
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$99,040
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$99,040
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$311,636
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$123,276
Participant contributions at end of year2022-12-31$39,126
Participant contributions at beginning of year2022-12-31$52,335
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$5,222
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-324,849
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,800,904
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,125,753
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
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$8,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,318,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,626,741
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$1,977
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$443,340
Value of interest in common/collective trusts at beginning of year2022-12-31$437,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-557,612
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$96,834
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$4,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$78,650
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$1,220
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
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RINGOLD FINANCIALMANAGEMENTSERVICES
Accountancy firm EIN2022-12-31364583118
2019 : EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets from this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$318,184
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$269,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$244,405
Expenses. Certain deemed distributions of participant loans2019-06-30$4,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$180,361
Value of total assets at end of year2019-06-30$2,430,113
Value of total assets at beginning of year2019-06-30$2,380,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$20,122
Total interest from all sources2019-06-30$881
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$92,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$92,079
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$239,000
If this is an individual account plan, was there a blackout period2019-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$115,773
Participant contributions at end of year2019-06-30$37,849
Participant contributions at beginning of year2019-06-30$14,906
Administrative expenses (other) incurred2019-06-30$20,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$49,146
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,430,113
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,380,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,872,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,769,251
Interest on participant loans2019-06-30$881
Value of interest in common/collective trusts at end of year2019-06-30$520,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$588,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$29,216
Net investment gain or loss from common/collective trusts2019-06-30$13,002
Net gain/loss from 103.12 investment entities2019-06-30$2,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$64,588
Employer contributions (assets) at beginning of year2019-06-30$7,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$244,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30Yes
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30RINGOLD FINANCIAL MANAGEMENT SER
Accountancy firm EIN2019-06-30364583118
2018 : EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$314,697
Total of all expenses incurred2018-06-30$180,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$178,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$145,079
Value of total assets at end of year2018-06-30$2,380,967
Value of total assets at beginning of year2018-06-30$2,246,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,655
Total interest from all sources2018-06-30$721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$224,664
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$91,998
Participant contributions at end of year2018-06-30$14,906
Participant contributions at beginning of year2018-06-30$15,254
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$13,013
Administrative expenses (other) incurred2018-06-30$1,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$134,330
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,380,967
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,246,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,769,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,594,159
Interest on participant loans2018-06-30$721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$588,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$637,224
Net investment gain/loss from pooled separate accounts2018-06-30$168,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$40,068
Employer contributions (assets) at end of year2018-06-30$7,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$178,712
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ODELL HICKS & COMPANY LLC
Accountancy firm EIN2018-06-30363310351
2017 : EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$335,153
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$276,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$274,891
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$131,274
Value of total assets at end of year2017-06-30$2,246,637
Value of total assets at beginning of year2017-06-30$2,188,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,678
Total interest from all sources2017-06-30$7,575
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30No
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$91,386
Participant contributions at end of year2017-06-30$15,254
Participant contributions at beginning of year2017-06-30$18,517
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,596
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$1,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$58,584
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,246,637
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,188,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,594,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,396,317
Interest on participant loans2017-06-30$606
Interest earned on other investments2017-06-30$6,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$637,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$773,219
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$196,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$38,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$274,891
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30ODELL HICKS AND COMPANY LLC
Accountancy firm EIN2017-06-30363310351
2016 : EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$138,208
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$227,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$225,665
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$147,358
Value of total assets at end of year2016-06-30$2,188,053
Value of total assets at beginning of year2016-06-30$2,277,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,757
Total interest from all sources2016-06-30$8,707
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30No
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$84,063
Participant contributions at end of year2016-06-30$18,517
Participant contributions at beginning of year2016-06-30$21,143
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$3,288
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$1,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-89,214
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,188,053
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,277,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,396,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,458,651
Interest on participant loans2016-06-30$892
Interest earned on other investments2016-06-30$7,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$773,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$797,473
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-17,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$60,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$225,665
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30ODELL HICKS AND COMPANY LLC
Accountancy firm EIN2016-06-30363310351
2015 : EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$226,439
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$744,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$744,227
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$135,177
Value of total assets at end of year2015-06-30$2,277,267
Value of total assets at beginning of year2015-06-30$2,795,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$300
Total interest from all sources2015-06-30$10,815
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30No
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$77,586
Participant contributions at end of year2015-06-30$21,143
Participant contributions at beginning of year2015-06-30$29,557
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-518,088
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,277,267
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,795,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,458,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,415,347
Interest on participant loans2015-06-30$1,098
Interest earned on other investments2015-06-30$9,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$797,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,350,451
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$80,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$57,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$744,227
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30ODELL HICKS AND COMPANY LLC
Accountancy firm EIN2015-06-30363310351
2014 : EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$4,088,997
Expenses. Total of all expenses incurred2014-06-30$1,293,642
Benefits paid (including direct rollovers)2014-06-30$1,293,642
Total plan assets at end of year2014-06-30$2,795,355
Total plan assets at beginning of year2014-06-30$0
Total contributions received or receivable from participants2014-06-30$55,643
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$88,037
Other income received2014-06-30$3,900,491
Net income (gross income less expenses)2014-06-30$2,795,355
Net plan assets at end of year (total assets less liabilities)2014-06-30$2,795,355
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$0
Assets. Value of participant loans2014-06-30$29,557
Total contributions received or receivable from employer(s)2014-06-30$44,826
Value of certain deemed distributions of participant loans2014-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE

2022: EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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
2018: EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF CHICAGO URBAN LEAGUE 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01First time form 5500 has been submittedYes
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050421-J
Policy instance 1
Insurance contract or identification number050421-J
Number of Individuals Covered0
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050421-J
Policy instance 1
Insurance contract or identification number050421-J
Number of Individuals Covered127
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $401
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050421J
Policy instance 1
Insurance contract or identification number050421J
Number of Individuals Covered128
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $442
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees442
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCHICAGO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050421J
Policy instance 1
Insurance contract or identification number050421J
Number of Individuals Covered128
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $98
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees98
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCHICAGO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050421J
Policy instance 1
Insurance contract or identification number050421J
Number of Individuals Covered127
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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