UNITED CEREBRAL PALSY OF GEORGIA INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED CEREBRAL PALSY SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : UNITED CEREBRAL PALSY SAVINGS PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,310,020 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $339,175 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $306,173 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $9,686 |
| Value of total corrective distributions | 2023-12-31 | $9,957 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $762,061 |
| Value of total assets at end of year | 2023-12-31 | $3,994,679 |
| Value of total assets at beginning of year | 2023-12-31 | $3,023,834 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $13,359 |
| Total interest from all sources | 2023-12-31 | $10,077 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $53,815 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $53,815 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $432,315 |
| Participant contributions at end of year | 2023-12-31 | $73,569 |
| Participant contributions at beginning of year | 2023-12-31 | $65,043 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $190,062 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $970,845 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $3,994,679 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,023,834 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $3,808,177 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $2,857,695 |
| Interest on participant loans | 2023-12-31 | $10,077 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $112,933 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $101,096 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $484,067 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $139,684 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $306,173 |
| Contract administrator fees | 2023-12-31 | $13,359 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | RESJ, PC |
| Accountancy firm EIN | 2023-12-31 | 582647076 |
| 2022 : UNITED CEREBRAL PALSY SAVINGS PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $6,967 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $366,618 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $340,755 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $4,147 |
| Value of total corrective distributions | 2022-12-31 | $12,017 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $557,778 |
| Value of total assets at end of year | 2022-12-31 | $3,023,834 |
| Value of total assets at beginning of year | 2022-12-31 | $3,383,485 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $9,699 |
| Total interest from all sources | 2022-12-31 | $4,309 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $37,501 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $37,501 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $404,254 |
| Participant contributions at end of year | 2022-12-31 | $65,043 |
| Participant contributions at beginning of year | 2022-12-31 | $88,621 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,506 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-359,651 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,023,834 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,383,485 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,857,695 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,227,388 |
| Interest on participant loans | 2022-12-31 | $3,485 |
| Interest earned on other investments | 2022-12-31 | $824 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $101,096 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $67,476 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-592,621 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $149,018 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $340,755 |
| Contract administrator fees | 2022-12-31 | $9,699 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | RESJ, PC |
| Accountancy firm EIN | 2022-12-31 | 582647076 |
| 2021 : UNITED CEREBRAL PALSY SAVINGS PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $941,107 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $137,533 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $118,027 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $11,322 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $526,801 |
| Value of total assets at end of year | 2021-12-31 | $3,383,485 |
| Value of total assets at beginning of year | 2021-12-31 | $2,579,911 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8,184 |
| Total interest from all sources | 2021-12-31 | $2,974 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $384,046 |
| Participant contributions at end of year | 2021-12-31 | $88,621 |
| Participant contributions at beginning of year | 2021-12-31 | $50,384 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,496 |
| Administrative expenses (other) incurred | 2021-12-31 | $8,184 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $803,574 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,383,485 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,579,911 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,227,388 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,468,598 |
| Interest on participant loans | 2021-12-31 | $2,974 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $67,476 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $60,929 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $411,332 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $139,259 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $118,027 |
| Contract administrator fees | 2021-12-31 | $0 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | RESJ, PC |
| Accountancy firm EIN | 2021-12-31 | 582647076 |
| 2020 : UNITED CEREBRAL PALSY SAVINGS PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $701,075 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $239,436 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $203,939 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $17,628 |
| Value of total corrective distributions | 2020-12-31 | $10,314 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $363,626 |
| Value of total assets at end of year | 2020-12-31 | $2,579,911 |
| Value of total assets at beginning of year | 2020-12-31 | $2,118,272 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,555 |
| Total interest from all sources | 2020-12-31 | $3,223 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $28,238 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $28,238 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $274,114 |
| Participant contributions at end of year | 2020-12-31 | $50,384 |
| Participant contributions at beginning of year | 2020-12-31 | $61,077 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $6,968 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $461,639 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,579,911 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,118,272 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,468,598 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,998,361 |
| Interest on participant loans | 2020-12-31 | $3,223 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $60,929 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $58,834 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $305,988 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $82,544 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $203,939 |
| Contract administrator fees | 2020-12-31 | $7,555 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | RESJ, PC |
| Accountancy firm EIN | 2020-12-31 | 582647076 |
| 2019 : UNITED CEREBRAL PALSY SAVINGS PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $698,008 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $146,413 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $121,656 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $10,299 |
| Value of total corrective distributions | 2019-12-31 | $7,130 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $314,173 |
| Value of total assets at end of year | 2019-12-31 | $2,118,272 |
| Value of total assets at beginning of year | 2019-12-31 | $1,566,677 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $7,328 |
| Total income from rents | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $2,984 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $25,302 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $25,302 |
| Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
| Administrative expenses professional fees incurred | 2019-12-31 | $725 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $224,447 |
| Participant contributions at end of year | 2019-12-31 | $61,077 |
| Participant contributions at beginning of year | 2019-12-31 | $72,341 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
| Other income not declared elsewhere | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $0 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Income. Non cash contributions | 2019-12-31 | $0 |
| Value of net income/loss | 2019-12-31 | $551,595 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,118,272 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,566,677 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
| Investment advisory and management fees | 2019-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,998,361 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,441,272 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
| Interest on participant loans | 2019-12-31 | $2,984 |
| Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
| Income. Interest from US Government securities | 2019-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2019-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $58,834 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $53,064 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
| Asset value of US Government securities at end of year | 2019-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $355,549 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2019-12-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2019-12-31 | $0 |
| Contributions received in cash from employer | 2019-12-31 | $89,726 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
| Income. Dividends from preferred stock | 2019-12-31 | $0 |
| Income. Dividends from common stock | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $121,656 |
| Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
| Contract administrator fees | 2019-12-31 | $6,603 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $0 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | RESJ, PC |
| Accountancy firm EIN | 2019-12-31 | 582647076 |
| 2018 : UNITED CEREBRAL PALSY SAVINGS PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 |
| Expenses. Interest paid | 2018-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $184,898 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $110,887 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $103,727 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of total corrective distributions | 2018-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $271,341 |
| Value of total assets at end of year | 2018-12-31 | $1,566,677 |
| Value of total assets at beginning of year | 2018-12-31 | $1,492,666 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $7,160 |
| Total income from rents | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $1,897 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $27,485 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $27,485 |
| Assets. Real estate other than employer real property at end of year | 2018-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2018-12-31 | $0 |
| Administrative expenses professional fees incurred | 2018-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $198,367 |
| Participant contributions at end of year | 2018-12-31 | $72,341 |
| Participant contributions at beginning of year | 2018-12-31 | $24,478 |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2018-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
| Other income not declared elsewhere | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $0 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Income. Non cash contributions | 2018-12-31 | $0 |
| Value of net income/loss | 2018-12-31 | $74,011 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,566,677 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,492,666 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2018-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $0 |
| Investment advisory and management fees | 2018-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,441,272 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,404,920 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
| Interest on participant loans | 2018-12-31 | $1,897 |
| Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
| Interest earned on other investments | 2018-12-31 | $0 |
| Income. Interest from US Government securities | 2018-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2018-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $53,064 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $63,268 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
| Asset value of US Government securities at end of year | 2018-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-115,825 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2018-12-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2018-12-31 | $0 |
| Contributions received in cash from employer | 2018-12-31 | $72,974 |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
| Income. Dividends from preferred stock | 2018-12-31 | $0 |
| Income. Dividends from common stock | 2018-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $103,727 |
| Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $0 |
| Contract administrator fees | 2018-12-31 | $7,160 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $0 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | RESJ, PC |
| Accountancy firm EIN | 2018-12-31 | 582647076 |
| 2017 : UNITED CEREBRAL PALSY SAVINGS PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $442,312 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $77,802 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $70,344 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $1,085 |
| Value of total corrective distributions | 2017-12-31 | $5,198 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $241,170 |
| Value of total assets at end of year | 2017-12-31 | $1,492,666 |
| Value of total assets at beginning of year | 2017-12-31 | $1,128,156 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,175 |
| Total interest from all sources | 2017-12-31 | $878 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $24,037 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $24,037 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $175,653 |
| Participant contributions at end of year | 2017-12-31 | $24,478 |
| Participant contributions at beginning of year | 2017-12-31 | $20,566 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $364,510 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,492,666 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,128,156 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,404,920 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,046,447 |
| Interest on participant loans | 2017-12-31 | $878 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $63,268 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $61,143 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $176,227 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
| Contributions received in cash from employer | 2017-12-31 | $65,517 |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $70,344 |
| Contract administrator fees | 2017-12-31 | $1,175 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | ROBINS, ESKEW, SMITH & JORDAN |
| Accountancy firm EIN | 2017-12-31 | 582647076 |
| 2016 : UNITED CEREBRAL PALSY SAVINGS PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $268,021 |
| Total of all expenses incurred | 2016-12-31 | $84,409 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $81,224 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $2,042 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $188,556 |
| Value of total assets at end of year | 2016-12-31 | $1,128,156 |
| Value of total assets at beginning of year | 2016-12-31 | $944,544 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,143 |
| Total interest from all sources | 2016-12-31 | $648 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $15,523 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $15,523 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $139,359 |
| Participant contributions at end of year | 2016-12-31 | $20,566 |
| Participant contributions at beginning of year | 2016-12-31 | $13,437 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $45 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $183,612 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,128,156 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $944,544 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,046,447 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $887,910 |
| Interest on participant loans | 2016-12-31 | $648 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $61,143 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $43,197 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $63,294 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $49,197 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $81,179 |
| Contract administrator fees | 2016-12-31 | $1,143 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | ROBINS, ESKEW, SMITH & JORDAN |
| Accountancy firm EIN | 2016-12-31 | 582647076 |
| 2015 : UNITED CEREBRAL PALSY SAVINGS PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 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 | $184,034 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $39,751 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $32,871 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of total corrective distributions | 2015-12-31 | $5,726 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $191,150 |
| Value of total assets at end of year | 2015-12-31 | $944,544 |
| Value of total assets at beginning of year | 2015-12-31 | $800,261 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,154 |
| Total income from rents | 2015-12-31 | $0 |
| Total interest from all sources | 2015-12-31 | $593 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $12,992 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $12,992 |
| Administrative expenses professional fees incurred | 2015-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $139,674 |
| Participant contributions at end of year | 2015-12-31 | $13,437 |
| Participant contributions at beginning of year | 2015-12-31 | $8,026 |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Participant contributions at beginning of year | 2015-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
| Administrative expenses (other) incurred | 2015-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $144,283 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $944,544 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $800,261 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $887,910 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $765,195 |
| Interest on participant loans | 2015-12-31 | $593 |
| Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
| Income. Interest from US Government securities | 2015-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $43,197 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $27,040 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-20,701 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $51,476 |
| Employer contributions (assets) at end of year | 2015-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
| Income. Dividends from preferred stock | 2015-12-31 | $0 |
| Income. Dividends from common stock | 2015-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $32,871 |
| Contract administrator fees | 2015-12-31 | $1,154 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | ROBINS, ESKEW, SMITH & JORDAN |
| Accountancy firm EIN | 2015-12-31 | 582647076 |
| 2014 : UNITED CEREBRAL PALSY SAVINGS PLAN 2014 401k financial data |
|---|
| Total transfer of assets to this plan | 2014-12-31 | $32,122 |
| Total income from all sources (including contributions) | 2014-12-31 | $325,050 |
| Total of all expenses incurred | 2014-12-31 | $29,897 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $23,552 |
| Value of total corrective distributions | 2014-12-31 | $6,019 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $271,794 |
| Value of total assets at end of year | 2014-12-31 | $800,261 |
| Value of total assets at beginning of year | 2014-12-31 | $472,986 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $326 |
| Total interest from all sources | 2014-12-31 | $345 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $13,649 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $13,649 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $138,552 |
| Participant contributions at end of year | 2014-12-31 | $8,026 |
| Participant contributions at beginning of year | 2014-12-31 | $3,740 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $82,283 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $295,153 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $800,261 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $472,986 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $765,195 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $457,819 |
| Interest on participant loans | 2014-12-31 | $107 |
| Interest earned on other investments | 2014-12-31 | $238 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $27,040 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $11,427 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $39,262 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $50,959 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $23,552 |
| Contract administrator fees | 2014-12-31 | $326 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | ROBINS, ESKEW, SMITH & JORDAN, PC |
| Accountancy firm EIN | 2014-12-31 | 582647076 |
| 2013 : UNITED CEREBRAL PALSY SAVINGS PLAN 2013 401k financial data |
|---|
| Total transfer of assets to this plan | 2013-12-31 | $142,893 |
| Total income from all sources (including contributions) | 2013-12-31 | $217,522 |
| Total of all expenses incurred | 2013-12-31 | $9,190 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $9,139 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $147,807 |
| Value of total assets at end of year | 2013-12-31 | $472,986 |
| Value of total assets at beginning of year | 2013-12-31 | $121,761 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $51 |
| Total interest from all sources | 2013-12-31 | $93 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $7,745 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $7,745 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $115,368 |
| Participant contributions at end of year | 2013-12-31 | $3,740 |
| Other income not declared elsewhere | 2013-12-31 | $13,263 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $208,332 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $472,986 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $121,761 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $457,819 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $116,472 |
| Interest earned on other investments | 2013-12-31 | $93 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $11,427 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $5,289 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $48,614 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $32,439 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $9,139 |
| Contract administrator fees | 2013-12-31 | $51 |
| 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 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | ROBINS, ESKEW, SMITH & JORDAN, PC |
| Accountancy firm EIN | 2013-12-31 | 582647076 |
| 2012 : UNITED CEREBRAL PALSY SAVINGS PLAN 2012 401k financial data |
|---|
| Total transfer of assets to this plan | 2012-12-31 | $50,936 |
| Total income from all sources (including contributions) | 2012-12-31 | $71,477 |
| Total of all expenses incurred | 2012-12-31 | $652 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $652 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $67,841 |
| Value of total assets at end of year | 2012-12-31 | $121,761 |
| Total interest from all sources | 2012-12-31 | $20 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,877 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,877 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $48,156 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $70,825 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $121,761 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $116,472 |
| Interest earned on other investments | 2012-12-31 | $20 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $5,289 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,739 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $19,685 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $652 |
| 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 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | ROBINS, ESKEW, SMITH & JORDAN, PC |
| Accountancy firm EIN | 2012-12-31 | 582647076 |
