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START UNION EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameSTART UNION EMPLOYEES' RETIREMENT PLAN
Plan identification number 002

START UNION EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • 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.
  • 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

START TREATMENT & RECOVERY CENTERS has sponsored the creation of one or more 401k plans.

Company Name:START TREATMENT & RECOVERY CENTERS
Employer identification number (EIN):132642451
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan START UNION EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022023-01-01BRIAN LANOUETTE
0022022-01-01
0022022-01-01BRIAN LANOUETTE
0022021-01-01
0022021-01-01IRVING DELA CRUZ
0022020-01-01
0022019-01-01
0022019-01-01

Plan Statistics for START UNION EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for START UNION EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2023: START UNION EMPLOYEES' RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01134
Total number of active participants reported on line 7a of the Form 55002023-01-0180
Number of other retired or separated participants entitled to future benefits2023-01-0160
Total of all active and inactive participants2023-01-01140
Total participants2023-01-01140
Number of participants with account balances2023-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: START UNION EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01150
Total number of active participants reported on line 7a of the Form 55002022-01-0192
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01134
Total participants2022-01-01134
Number of participants with account balances2022-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: START UNION EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01141
Total number of active participants reported on line 7a of the Form 55002021-01-01106
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01150
Total participants2021-01-01150
Number of participants with account balances2021-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: START UNION EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01121
Total number of active participants reported on line 7a of the Form 55002020-01-01126
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01141
Total participants2020-01-01141
Number of participants with account balances2020-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: START UNION EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01103
Total number of active participants reported on line 7a of the Form 55002019-01-01114
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01121
Total participants2019-01-01121
Number of participants with account balances2019-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016

Financial Data on START UNION EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2023 : START UNION EMPLOYEES' RETIREMENT PLAN 2023 401k financial data
Total transfer of assets to this plan2023-12-31$77,344
Total transfer of assets from this plan2023-12-31$5,744
Total income from all sources (including contributions)2023-12-31$605,462
Total of all expenses incurred2023-12-31$662,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$660,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$222,787
Value of total assets at end of year2023-12-31$3,741,952
Value of total assets at beginning of year2023-12-31$3,727,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$2,175
Total interest from all sources2023-12-31$33,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Participant contributions at end of year2023-12-31$121,758
Participant contributions at beginning of year2023-12-31$176,435
Participant contributions at end of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-57,131
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,741,952
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,727,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$2,453,140
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,418,513
Interest on participant loans2023-12-31$10,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$23,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$944,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$871,341
Net investment gain/loss from pooled separate accounts2023-12-31$349,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$222,787
Employer contributions (assets) at end of year2023-12-31$222,787
Employer contributions (assets) at beginning of year2023-12-31$261,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$660,418
Contract administrator fees2023-12-31$2,175
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS P.C.
Accountancy firm EIN2023-12-31431947695
Total transfer of assets to this plan2023-01-01$77,344
Total transfer of assets from this plan2023-01-01$5,744
Total income from all sources (including contributions)2023-01-01$605,462
Total of all expenses incurred2023-01-01$662,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$660,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$222,787
Value of total assets at end of year2023-01-01$3,741,952
Value of total assets at beginning of year2023-01-01$3,727,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$2,175
Total interest from all sources2023-01-01$33,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$2,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Participant contributions at end of year2023-01-01$121,758
Participant contributions at beginning of year2023-01-01$176,435
Participant contributions at end of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-57,131
Value of net assets at end of year (total assets less liabilities)2023-01-01$3,741,952
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$3,727,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$2,453,140
Value of interest in pooled separate accounts at beginning of year2023-01-01$2,418,513
Interest on participant loans2023-01-01$10,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$23,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$944,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$871,341
Net investment gain/loss from pooled separate accounts2023-01-01$349,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$222,787
Employer contributions (assets) at end of year2023-01-01$222,787
Employer contributions (assets) at beginning of year2023-01-01$261,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$660,418
Contract administrator fees2023-01-01$2,175
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CBIZ CPAS P.C.
Accountancy firm EIN2023-01-01431947695
2022 : START UNION EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$1,406
Total income from all sources (including contributions)2022-12-31$-191,769
Total of all expenses incurred2022-12-31$147,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$146,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$261,194
Value of total assets at end of year2022-12-31$3,727,483
Value of total assets at beginning of year2022-12-31$4,065,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,250
Total interest from all sources2022-12-31$29,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$176,435
Participant contributions at beginning of year2022-12-31$201,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-339,181
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,727,483
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,065,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$2,418,513
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,869,822
Income. Interest from loans (other than to participants)2022-12-31$7,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$21,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$871,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$799,501
Net investment gain/loss from pooled separate accounts2022-12-31$-482,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$261,194
Employer contributions (assets) at end of year2022-12-31$261,194
Employer contributions (assets) at beginning of year2022-12-31$194,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$146,162
Contract administrator fees2022-12-31$1,250
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN CPA'S
Accountancy firm EIN2022-12-31431947695
Total transfer of assets to this plan2022-01-01$1,406
Total income from all sources (including contributions)2022-01-01$-191,769
Total of all expenses incurred2022-01-01$147,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$146,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$261,194
Value of total assets at end of year2022-01-01$3,727,483
Value of total assets at beginning of year2022-01-01$4,065,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$1,250
Total interest from all sources2022-01-01$29,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$2,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Participant contributions at end of year2022-01-01$176,435
Participant contributions at beginning of year2022-01-01$201,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-339,181
Value of net assets at end of year (total assets less liabilities)2022-01-01$3,727,483
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$4,065,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$2,418,513
Value of interest in pooled separate accounts at beginning of year2022-01-01$2,869,822
Income. Interest from loans (other than to participants)2022-01-01$7,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$21,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$871,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$799,501
Net investment gain/loss from pooled separate accounts2022-01-01$-482,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$261,194
Employer contributions (assets) at end of year2022-01-01$261,194
Employer contributions (assets) at beginning of year2022-01-01$194,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$146,162
Contract administrator fees2022-01-01$1,250
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MAYER HOFFMAN MCCANN CPA'S
Accountancy firm EIN2022-01-01431947695
2021 : START UNION EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$1,384
Total transfer of assets from this plan2021-12-31$65,590
Total income from all sources (including contributions)2021-12-31$551,452
Total of all expenses incurred2021-12-31$186,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$185,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$194,695
Value of total assets at end of year2021-12-31$4,065,258
Value of total assets at beginning of year2021-12-31$3,764,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,325
Total interest from all sources2021-12-31$30,192
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$191
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$194,695
Amount contributed by the employer to the plan for this plan year2021-12-31$194,695
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$201,240
Participant contributions at beginning of year2021-12-31$208,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$364,724
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,065,258
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,764,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$2,869,822
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,491,044
Interest on participant loans2021-12-31$8,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$21,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$799,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$794,630
Net investment gain/loss from pooled separate accounts2021-12-31$326,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$194,695
Employer contributions (assets) at end of year2021-12-31$194,695
Employer contributions (assets) at beginning of year2021-12-31$270,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$185,403
Contract administrator fees2021-12-31$1,325
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MARKS PANETH LP
Accountancy firm EIN2021-12-31113518842
2020 : START UNION EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$22,687
Total income from all sources (including contributions)2020-12-31$591,799
Total of all expenses incurred2020-12-31$176,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$175,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$270,653
Value of total assets at end of year2020-12-31$3,764,740
Value of total assets at beginning of year2020-12-31$3,326,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,125
Total interest from all sources2020-12-31$31,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$270,653
Amount contributed by the employer to the plan for this plan year2020-12-31$270,653
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$208,413
Participant contributions at beginning of year2020-12-31$178,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$415,291
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,764,740
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,326,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$2,491,044
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,125,615
Interest on participant loans2020-12-31$9,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$21,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$794,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$767,089
Net investment gain/loss from pooled separate accounts2020-12-31$289,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$270,653
Employer contributions (assets) at end of year2020-12-31$270,653
Employer contributions (assets) at beginning of year2020-12-31$255,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$175,383
Contract administrator fees2020-12-31$1,125
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MARKS PANETH LP
Accountancy firm EIN2020-12-31113518842
2019 : START UNION EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$2,882,656
Total income from all sources (including contributions)2019-12-31$624,595
Total of all expenses incurred2019-12-31$180,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$179,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$267,639
Value of total assets at end of year2019-12-31$3,326,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,425
Total interest from all sources2019-12-31$31,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$255,119
Amount contributed by the employer to the plan for this plan year2019-12-31$255,119
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$178,939
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$444,106
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,326,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,125,615
Interest on participant loans2019-12-31$9,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$21,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$767,089
Net investment gain/loss from pooled separate accounts2019-12-31$325,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$255,119
Employer contributions (assets) at end of year2019-12-31$255,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$179,064
Contract administrator fees2019-12-31$1,425
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MARKS PANETH LP
Accountancy firm EIN2019-12-31113518842

Form 5500 Responses for START UNION EMPLOYEES' RETIREMENT PLAN

2023: START UNION EMPLOYEES' RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: START UNION EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: START UNION EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: START UNION EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: START UNION EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01First time form 5500 has been submittedYes
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887065
Policy instance 1
Insurance contract or identification number887065
Number of Individuals Covered112
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $9,170
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887065
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887065
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887065
Policy instance 1

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