Logo

UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameUCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN
Plan identification number 001

UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

UNITED CEREBRAL PALSY SEGUIN OF GREATER CHICAGO has sponsored the creation of one or more 401k plans.

Company Name:UNITED CEREBRAL PALSY SEGUIN OF GREATER CHICAGO
Employer identification number (EIN):362894174
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS FOLEY
0012016-01-01THOMAS FOLEY
0012015-01-01THOMAS FOLEY
0012014-01-01THOMAS FOLEY
0012013-01-01THOMAS FOLEY

Plan Statistics for UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN

Measure Date Value
2022: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01514
Total number of active participants reported on line 7a of the Form 55002022-01-01480
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01514
Number of participants with account balances2022-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01567
Total number of active participants reported on line 7a of the Form 55002021-01-01479
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01513
Number of participants with account balances2021-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01696
Total number of active participants reported on line 7a of the Form 55002020-01-01529
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01537
Number of participants with account balances2020-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01683
Total number of active participants reported on line 7a of the Form 55002019-01-01669
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01686
Number of participants with account balances2019-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01706
Total number of active participants reported on line 7a of the Form 55002018-01-01647
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01670
Number of participants with account balances2018-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01651
Total number of active participants reported on line 7a of the Form 55002017-01-01665
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01678
Number of participants with account balances2017-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01638
Total number of active participants reported on line 7a of the Form 55002016-01-01637
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01643
Number of participants with account balances2016-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01626
Total number of active participants reported on line 7a of the Form 55002015-01-01629
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01634
Number of participants with account balances2015-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01724
Total number of active participants reported on line 7a of the Form 55002014-01-01618
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01620
Number of participants with account balances2014-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01693
Total number of active participants reported on line 7a of the Form 55002013-01-01726
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01726
Total participants2013-01-01726
Number of participants with account balances2013-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-219,073
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$999,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$985,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$374,581
Value of total assets at end of year2022-12-31$2,488,696
Value of total assets at beginning of year2022-12-31$3,707,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,975
Total interest from all sources2022-12-31$3,996
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$1,000,000
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
Contributions received from participants2022-12-31$370,628
Participant contributions at end of year2022-12-31$66,139
Participant contributions at beginning of year2022-12-31$18,156
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$9,912
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,218,385
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,488,696
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,707,081
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
Investment advisory and management fees2022-12-31$1,430
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,421,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,650,090
Interest on participant loans2022-12-31$2,447
Interest earned on other investments2022-12-31$1,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$28,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$28,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-597,650
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$985,337
Contract administrator fees2022-12-31$12,545
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 name2022-12-31JMM CPA
Accountancy firm EIN2022-12-31472940358
2021 : UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$793,997
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$730,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$717,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$360,726
Value of total assets at end of year2021-12-31$3,707,081
Value of total assets at beginning of year2021-12-31$3,643,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,665
Total interest from all sources2021-12-31$936
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$381,431
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$381,431
Administrative expenses professional fees incurred2021-12-31$12,665
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$360,726
Participant contributions at end of year2021-12-31$18,156
Participant contributions at beginning of year2021-12-31$20,690
Participant contributions at end of year2021-12-31$9,912
Participant contributions at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$63,898
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,707,081
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,643,183
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$3,650,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,566,010
Interest on participant loans2021-12-31$936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$28,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$55,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$55,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$50,904
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$717,434
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 name2021-12-31JMM CPA
Accountancy firm EIN2021-12-31472940358
2020 : UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$839,068
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$100,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$87,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$363,226
Value of total assets at end of year2020-12-31$3,643,183
Value of total assets at beginning of year2020-12-31$2,904,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,046
Total interest from all sources2020-12-31$1,432
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$232,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$232,204
Administrative expenses professional fees incurred2020-12-31$13,046
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$290,434
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$363,216
Participant contributions at end of year2020-12-31$20,690
Participant contributions at beginning of year2020-12-31$27,653
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10
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$738,845
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,643,183
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,904,338
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$3,566,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,857,253
Interest on participant loans2020-12-31$1,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$55,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$19,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$19,431
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$71
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$242,206
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$87,177
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JMM CPA
Accountancy firm EIN2020-12-31472940358
2019 : UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$804,723
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$268,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$254,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$288,728
Value of total assets at end of year2019-12-31$2,904,338
Value of total assets at beginning of year2019-12-31$2,367,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,167
Total interest from all sources2019-12-31$2,369
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$148,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$148,075
Administrative expenses professional fees incurred2019-12-31$14,167
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$236,782
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$287,410
Participant contributions at end of year2019-12-31$27,653
Participant contributions at beginning of year2019-12-31$27,124
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,318
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$536,526
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,904,338
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,367,812
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$2,857,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,317,836
Interest on participant loans2019-12-31$1,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$19,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$22,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$22,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$365,551
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$254,030
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SELDEN FOX, LTD
Accountancy firm EIN2019-12-31362985770
2018 : UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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
Total income from all sources (including contributions)2018-12-31$113,365
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$68,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$59,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$278,413
Value of total assets at end of year2018-12-31$2,367,812
Value of total assets at beginning of year2018-12-31$2,323,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,637
Total interest from all sources2018-12-31$1,622
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$9,637
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$232,321
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$244,664
Participant contributions at end of year2018-12-31$27,124
Participant contributions at beginning of year2018-12-31$36,058
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$33,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$44,608
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,367,812
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,323,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,317,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,275,582
Interest on participant loans2018-12-31$1,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$22,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$11,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$11,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-166,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$59,120
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SELDEN FOX, LTD
Accountancy firm EIN2018-12-31362985770
2017 : UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$562,996
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$173,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$164,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$224,606
Value of total assets at end of year2017-12-31$2,323,204
Value of total assets at beginning of year2017-12-31$1,933,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,735
Total interest from all sources2017-12-31$1,797
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$8,735
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$232,320
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$215,106
Participant contributions at end of year2017-12-31$36,058
Participant contributions at beginning of year2017-12-31$43,853
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$389,993
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,323,204
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,933,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,275,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,878,327
Interest on participant loans2017-12-31$1,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$11,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$11,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$11,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$336,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$164,268
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SELDEN FOX, LTD
Accountancy firm EIN2017-12-31362985770
2016 : UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$326,578
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$93,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$83,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$199,410
Value of total assets at end of year2016-12-31$1,933,211
Value of total assets at beginning of year2016-12-31$1,700,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,751
Total interest from all sources2016-12-31$1,745
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$195,402
Participant contributions at end of year2016-12-31$43,853
Participant contributions at beginning of year2016-12-31$40,669
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$233,151
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,933,211
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,700,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,878,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,648,089
Interest on participant loans2016-12-31$1,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$11,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$11,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$11,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$125,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$83,676
Contract administrator fees2016-12-31$9,751
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SELDEN FOX, LTD
Accountancy firm EIN2016-12-31362985770
2015 : UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)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$256,061
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$122,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$113,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$269,244
Value of total assets at end of year2015-12-31$1,700,060
Value of total assets at beginning of year2015-12-31$1,566,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,758
Total interest from all sources2015-12-31$1,472
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$8,758
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$235,395
Participant contributions at end of year2015-12-31$40,669
Participant contributions at beginning of year2015-12-31$29,711
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$4,000
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$33,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$133,525
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,700,060
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,566,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,648,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,523,620
Interest on participant loans2015-12-31$1,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$11,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$50
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$113,778
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SELDEN FOX, LTD
Accountancy firm EIN2015-12-31362985770
2014 : UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,172,584
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$32,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$25,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,075,158
Value of total assets at end of year2014-12-31$1,566,535
Value of total assets at beginning of year2014-12-31$426,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,841
Total interest from all sources2014-12-31$1,385
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,841
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$208,201
Participant contributions at end of year2014-12-31$29,711
Participant contributions at beginning of year2014-12-31$35,480
Participant contributions at end of year2014-12-31$4,000
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$866,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,140,394
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,566,535
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$426,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,523,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$382,396
Interest on participant loans2014-12-31$1,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$96,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$25,349
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SELDEN FOX, LTD
Accountancy firm EIN2014-12-31362985770
2013 : UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$428,383
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$401,397
Value of total assets at end of year2013-12-31$426,141
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,242
Total interest from all sources2013-12-31$341
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,242
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$82,894
Participant contributions at end of year2013-12-31$35,480
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$318,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$426,141
Value of net assets at end of year (total assets less liabilities)2013-12-31$426,141
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$382,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$26,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SELDEN FOX, LTD
Accountancy firm EIN2013-12-31362985770

Form 5500 Responses for UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN

2022: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 - TrustYes
2021: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 - TrustYes
2020: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS 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 - TrustYes
2019: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 - TrustYes
2018: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61159-1
Policy instance 1
Insurance contract or identification numberMR 61159-1
Number of Individuals Covered129
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61159-1
Policy instance 1
Insurance contract or identification numberMR 61159-1
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61159-1
Policy instance 1
Insurance contract or identification numberMR 61159-1
Number of Individuals Covered115
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61159-1
Policy instance 1
Insurance contract or identification numberMR 61159-1
Number of Individuals Covered126
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61159-1
Policy instance 1
Insurance contract or identification numberMR 61159-1
Number of Individuals Covered119
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61159-1
Policy instance 1
Insurance contract or identification numberMR 61159-1
Number of Individuals Covered95
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,014
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1014
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameBENEFIT PLANNING CONSULTANTS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61159-1
Policy instance 1
Insurance contract or identification numberMR 61159-1
Number of Individuals Covered68
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61159-1
Policy instance 1
Insurance contract or identification numberMR 61159-1
Number of Individuals Covered54
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61159-1
Policy instance 1
Insurance contract or identification numberMR 61159-1
Number of Individuals Covered49
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1