UNITED STATES VETERANS INITIATIVE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED STATES VETERANS INITIATIVE
| Measure | Date | Value |
|---|
| 2023: UNITED STATES VETERANS INITIATIVE 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 38 |
| Total of all active and inactive participants | 2023-01-01 | 38 |
| Total participants | 2023-01-01 | 38 |
| 2022: UNITED STATES VETERANS INITIATIVE 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 48 |
| Total of all active and inactive participants | 2022-01-01 | 48 |
| Total participants | 2022-01-01 | 48 |
| 2021: UNITED STATES VETERANS INITIATIVE 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 46 |
| Total of all active and inactive participants | 2021-01-01 | 46 |
| Total participants | 2021-01-01 | 46 |
| 2020: UNITED STATES VETERANS INITIATIVE 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 43 |
| Total of all active and inactive participants | 2020-01-01 | 43 |
| Total participants | 2020-01-01 | 43 |
| 2019: UNITED STATES VETERANS INITIATIVE 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 35 |
| Total of all active and inactive participants | 2019-01-01 | 35 |
| Total participants | 2019-01-01 | 35 |
| 2018: UNITED STATES VETERANS INITIATIVE 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 29 |
| Total of all active and inactive participants | 2018-01-01 | 29 |
| Total participants | 2018-01-01 | 29 |
| 2017: UNITED STATES VETERANS INITIATIVE 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 28 |
| Total of all active and inactive participants | 2017-01-01 | 28 |
| Total participants | 2017-01-01 | 28 |
| 2016: UNITED STATES VETERANS INITIATIVE 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 27 |
| Total of all active and inactive participants | 2016-01-01 | 27 |
| Total participants | 2016-01-01 | 27 |
| 2015: UNITED STATES VETERANS INITIATIVE 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 25 |
| Total of all active and inactive participants | 2015-01-01 | 25 |
| Total participants | 2015-01-01 | 25 |
| 2014: UNITED STATES VETERANS INITIATIVE 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 23 |
| Total of all active and inactive participants | 2014-01-01 | 23 |
| Total participants | 2014-01-01 | 23 |
| 2012: UNITED STATES VETERANS INITIATIVE 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 16 |
| Total of all active and inactive participants | 2012-06-01 | 16 |
| Total participants | 2012-06-01 | 16 |
| Measure | Date | Value |
|---|
| 2023 : UNITED STATES VETERANS INITIATIVE 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $59,620 |
| Total income from all sources | 2023-12-31 | $59,893 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $59,620 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $59,620 |
| Total plan assets at end of year | 2023-12-31 | $59,893 |
| Value of fidelity bond covering the plan | 2023-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $59,893 |
| Net income (gross income less expenses) | 2023-12-31 | $273 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $273 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $0 |
| 2022 : UNITED STATES VETERANS INITIATIVE 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $53,637 |
| Total income from all sources | 2022-12-31 | $55,222 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $53,637 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $53,637 |
| Total plan assets at end of year | 2022-12-31 | $55,222 |
| Value of fidelity bond covering the plan | 2022-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $55,222 |
| Net income (gross income less expenses) | 2022-12-31 | $1,585 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,585 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| 2021 : UNITED STATES VETERANS INITIATIVE 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $56,329 |
| Total income from all sources | 2021-12-31 | $60,666 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $56,329 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $56,329 |
| Total plan assets at end of year | 2021-12-31 | $60,666 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $60,666 |
| Net income (gross income less expenses) | 2021-12-31 | $4,337 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,337 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| 2020 : UNITED STATES VETERANS INITIATIVE 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $51,971 |
| Total income from all sources | 2020-12-31 | $55,880 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $51,971 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $51,971 |
| Total plan assets at end of year | 2020-12-31 | $55,880 |
| Value of fidelity bond covering the plan | 2020-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $55,880 |
| Net income (gross income less expenses) | 2020-12-31 | $3,909 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,909 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| 2019 : UNITED STATES VETERANS INITIATIVE 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $40,753 |
| Total income from all sources | 2019-12-31 | $38,775 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $40,753 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $40,753 |
| Total plan assets at end of year | 2019-12-31 | $38,775 |
| Value of fidelity bond covering the plan | 2019-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $38,775 |
| Net income (gross income less expenses) | 2019-12-31 | $-1,978 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $-1,978 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| 2018 : UNITED STATES VETERANS INITIATIVE 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $34,859 |
| Total income from all sources | 2018-12-31 | $36,543 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $34,859 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $34,859 |
| Total plan assets at end of year | 2018-12-31 | $36,543 |
| Value of fidelity bond covering the plan | 2018-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $36,543 |
| Net income (gross income less expenses) | 2018-12-31 | $1,684 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,684 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| 2017 : UNITED STATES VETERANS INITIATIVE 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $29,523 |
| Total income from all sources | 2017-12-31 | $27,136 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $29,523 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $29,523 |
| Total plan assets at end of year | 2017-12-31 | $27,136 |
| Value of fidelity bond covering the plan | 2017-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $27,136 |
| Net income (gross income less expenses) | 2017-12-31 | $-2,387 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $-2,387 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| 2016 : UNITED STATES VETERANS INITIATIVE 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $26,228 |
| Total income from all sources | 2016-12-31 | $25,661 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $26,228 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $26,228 |
| Total plan assets at end of year | 2016-12-31 | $25,661 |
| Value of fidelity bond covering the plan | 2016-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $25,661 |
| Net income (gross income less expenses) | 2016-12-31 | $-567 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $-567 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| 2015 : UNITED STATES VETERANS INITIATIVE 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $27,857 |
| Total income from all sources | 2015-12-31 | $28,468 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $27,857 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $27,857 |
| Total plan assets at end of year | 2015-12-31 | $28,468 |
| Value of fidelity bond covering the plan | 2015-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $28,468 |
| Net income (gross income less expenses) | 2015-12-31 | $611 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $611 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| 2014 : UNITED STATES VETERANS INITIATIVE 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $29,398 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $29,096 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $29,096 |
| Total plan assets at end of year | 2014-12-31 | $302 |
| Value of fidelity bond covering the plan | 2014-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $29,398 |
| Net income (gross income less expenses) | 2014-12-31 | $302 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $302 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| 2013 : UNITED STATES VETERANS INITIATIVE 2013 401k financial data |
|---|
| Total income from all sources | 2013-05-31 | $18,785 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $17,184 |
| Benefits paid (including direct rollovers) | 2013-05-31 | $17,184 |
| Total plan assets at end of year | 2013-05-31 | $1,601 |
| Value of fidelity bond covering the plan | 2013-05-31 | $5,000 |
| Total contributions received or receivable from participants | 2013-05-31 | $18,785 |
| Net income (gross income less expenses) | 2013-05-31 | $1,601 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $1,601 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $0 |
| 2023: UNITED STATES VETERANS INITIATIVE 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: UNITED STATES VETERANS INITIATIVE 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: UNITED STATES VETERANS INITIATIVE 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: UNITED STATES VETERANS INITIATIVE 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: UNITED STATES VETERANS INITIATIVE 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: UNITED STATES VETERANS INITIATIVE 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: UNITED STATES VETERANS INITIATIVE 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: UNITED STATES VETERANS INITIATIVE 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: UNITED STATES VETERANS INITIATIVE 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: UNITED STATES VETERANS INITIATIVE 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: UNITED STATES VETERANS INITIATIVE 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Submission has been amended | No |
| 2012-06-01 | This submission is the final filing | No |
| 2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-06-01 | Plan is a collectively bargained plan | No |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
