401k Plan data: UNITED CEREBRAL PALSY ASSOCIATION OF SLO COUNTY 401(K) PLAN plan

UNITED CEREBRAL PALSY ASSOCIATION OF SLO COUNTY 401(K) PLAN 401k Plan overview

Plan Name	UNITED CEREBRAL PALSY ASSOCIATION OF SLO COUNTY 401(K) PLAN
Plan identification number	001

UNITED CEREBRAL PALSY ASSOCIATION OF SLO COUNTY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

UNITED CEREBRAL PALSY ASSOCIATION OF SAN LUIS OBISPO COUNTY has sponsored the creation of one or more 401k plans.

Company Name: UNITED CEREBRAL PALSY ASSOCIATION OF SAN LUIS OBISPO COUNTY

Employer identification number (EIN): 931141809

NAIC Classification: 485990

Additional information about UNITED CEREBRAL PALSY ASSOCIATION OF SAN LUIS OBISPO COUNTY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1914486

More information about UNITED CEREBRAL PALSY ASSOCIATION OF SAN LUIS OBISPO COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED CEREBRAL PALSY ASSOCIATION OF SLO COUNTY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JASON PORTUGAL 2024-10-02 JASON PORTUGAL 2024-10-02
001 2022-01-01 MARK T. SHAFFER 2023-09-13 MARK T. SHAFFER 2023-09-13
001 2021-01-01 MARK T. SHAFFER 2022-06-22 MARK T. SHAFFER 2022-06-22
001 2020-01-01 MARK T SHAFFER 2021-10-13 MARK T SHAFFER 2021-10-13
001 2019-01-01 MARK T. SHAFFER 2020-06-24 MARK T. SHAFFER 2020-06-24
001 2018-01-01 MARK T. SHAFFER 2019-08-19 CATHY PORTUGAL 2019-08-19
001 2017-01-01 MARK T. SHAFFER 2018-08-29 MARK T. SHAFFER 2018-08-29
001 2016-01-01 MARK T. SHAFFER 2017-10-06
001 2016-01-01 MARK T. SHAFFER 2017-10-06
001 2015-01-01 MARK T SHAFFER 2016-10-04 MARK T SHAFFER 2016-10-04
001 2014-01-01 MARK SHAFFER 2015-07-09 MARK SHAFFER 2015-07-09
001 2013-01-01 MARK SHAFFER 2014-05-21 MARK SHAFFER 2014-05-21
001 2012-01-01 MARK SHAFFER 2013-06-10
001 2011-01-01 MARK SHAFFER 2012-05-24
001 2010-01-01 MARK SHAFFER 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JASON PORTUGAL	2024-10-02	JASON PORTUGAL	2024-10-02
001	2022-01-01	MARK T. SHAFFER	2023-09-13	MARK T. SHAFFER	2023-09-13
001	2021-01-01	MARK T. SHAFFER	2022-06-22	MARK T. SHAFFER	2022-06-22
001	2020-01-01	MARK T SHAFFER	2021-10-13	MARK T SHAFFER	2021-10-13
001	2019-01-01	MARK T. SHAFFER	2020-06-24	MARK T. SHAFFER	2020-06-24
001	2018-01-01	MARK T. SHAFFER	2019-08-19	CATHY PORTUGAL	2019-08-19
001	2017-01-01	MARK T. SHAFFER	2018-08-29	MARK T. SHAFFER	2018-08-29
001	2016-01-01	MARK T. SHAFFER	2017-10-06
001	2016-01-01	MARK T. SHAFFER	2017-10-06
001	2015-01-01	MARK T SHAFFER	2016-10-04	MARK T SHAFFER	2016-10-04
001	2014-01-01	MARK SHAFFER	2015-07-09	MARK SHAFFER	2015-07-09
001	2013-01-01	MARK SHAFFER	2014-05-21	MARK SHAFFER	2014-05-21
001	2012-01-01	MARK SHAFFER	2013-06-10
001	2011-01-01	MARK SHAFFER	2012-05-24
001	2010-01-01	MARK SHAFFER	2011-07-18

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Company Name:	UNITED CEREBRAL PALSY ASSOCIATION OF SAN LUIS OBISPO COUNTY
Employer identification number (EIN):	931141809
NAIC Classification:	485990

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1914486