401k Plan data: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST plan

UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UPWARD BOUND HOUSE has sponsored the creation of one or more 401k plans.

Company Name: UPWARD BOUND HOUSE

Employer identification number (EIN): 954288926

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about UPWARD BOUND HOUSE

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1569525

More information about UPWARD BOUND HOUSE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 BRADY MILLER 2020-06-30
001 2018-01-01 BRADY MILLER 2019-06-19
001 2014-01-01 CHRISTINE MIRASY GLASCO 2015-12-21
001 2013-01-01 CHRISTINE MIRASY-GLASCO 2014-07-18
001 2012-01-01 UPWARD BOUND HOUSE 2013-06-21
001 2011-01-01 UPWARD BOUND HOUSE 2013-10-16
001 2010-01-01 UPWARD BOUND HOUSE 2011-06-27
001 2008-01-01 DAVID SNOW
001 2007-01-01 DAVID SNOW
001 2006-01-01 DAVID SNOW
001 2005-01-01 DAVID SNOW
001 2004-01-01 DAVID SNOW
001 2003-01-01 DAVID SNOW
001 2002-01-01 DAVID SNOW
001 2001-01-01 DAVID SNOW
001 2000-01-01 DAVID SNOW
001 1999-01-01 DAVID SNOW
001 1998-01-01 DAVID SNOW
001 1997-07-01 DAVID SNOW

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	BRADY MILLER	2020-06-30
001	2018-01-01	BRADY MILLER	2019-06-19
001	2014-01-01	CHRISTINE MIRASY GLASCO	2015-12-21
001	2013-01-01	CHRISTINE MIRASY-GLASCO	2014-07-18
001	2012-01-01	UPWARD BOUND HOUSE	2013-06-21
001	2011-01-01	UPWARD BOUND HOUSE	2013-10-16
001	2010-01-01	UPWARD BOUND HOUSE	2011-06-27
001	2008-01-01	DAVID SNOW
001	2007-01-01	DAVID SNOW
001	2006-01-01	DAVID SNOW
001	2005-01-01	DAVID SNOW
001	2004-01-01	DAVID SNOW
001	2003-01-01	DAVID SNOW
001	2002-01-01	DAVID SNOW
001	2001-01-01	DAVID SNOW
001	2000-01-01	DAVID SNOW
001	1999-01-01	DAVID SNOW
001	1998-01-01	DAVID SNOW
001	1997-07-01	DAVID SNOW

Plan Statistics for UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2008: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2008 401k membership
Total of all active and inactive participants 2008-01-01 0
Total participants 2008-01-01 0
2007: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2007 401k membership
Total of all active and inactive participants 2007-01-01 0
Total participants 2007-01-01 0
2006: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2006 401k membership
Total of all active and inactive participants 2006-01-01 0
Total participants 2006-01-01 0
2005: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2005 401k membership
Total of all active and inactive participants 2005-01-01 0
Total participants 2005-01-01 0
2004: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2004 401k membership
Total of all active and inactive participants 2004-01-01 0
Total participants 2004-01-01 0
2003: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2003 401k membership
Total of all active and inactive participants 2003-01-01 0
Total participants 2003-01-01 0
2002: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2002 401k membership
Total of all active and inactive participants 2002-01-01 0
Total participants 2002-01-01 0
2001: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2001 401k membership
Total of all active and inactive participants 2001-01-01 0
Total participants 2001-01-01 0
2000: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2000 401k membership
Total of all active and inactive participants 2000-01-01 0
Total participants 2000-01-01 0
1999: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 1999 401k membership
Total of all active and inactive participants 1999-01-01 0
Total participants 1999-01-01 0
1998: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 1998 401k membership
Total of all active and inactive participants 1998-01-01 0
Total participants 1998-01-01 0
1997: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 1997 401k membership
Total of all active and inactive participants 1997-07-01 0
Total participants 1997-07-01 0

Measure	Date	Value
2008: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2008 401k membership
Total of all active and inactive participants	2008-01-01	0
Total participants	2008-01-01	0
2007: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2007 401k membership
Total of all active and inactive participants	2007-01-01	0
Total participants	2007-01-01	0
2006: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2006 401k membership
Total of all active and inactive participants	2006-01-01	0
Total participants	2006-01-01	0
2005: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2005 401k membership
Total of all active and inactive participants	2005-01-01	0
Total participants	2005-01-01	0
2004: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2004 401k membership
Total of all active and inactive participants	2004-01-01	0
Total participants	2004-01-01	0
2003: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2003 401k membership
Total of all active and inactive participants	2003-01-01	0
Total participants	2003-01-01	0
2002: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2002 401k membership
Total of all active and inactive participants	2002-01-01	0
Total participants	2002-01-01	0
2001: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2001 401k membership
Total of all active and inactive participants	2001-01-01	0
Total participants	2001-01-01	0
2000: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2000 401k membership
Total of all active and inactive participants	2000-01-01	0
Total participants	2000-01-01	0
1999: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 1999 401k membership
Total of all active and inactive participants	1999-01-01	0
Total participants	1999-01-01	0
1998: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 1998 401k membership
Total of all active and inactive participants	1998-01-01	0
Total participants	1998-01-01	0
1997: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 1997 401k membership
Total of all active and inactive participants	1997-07-01	0
Total participants	1997-07-01	0

Form 5500 Responses for UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST

2008: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2007: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2006: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2005: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2004: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2003: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2003 form 5500 responses
2003-01-01	Type of plan entity	Single employer plan
2003-01-01	Submission has been amended	No
2003-01-01	This submission is the final filing	No
2003-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-01-01	Plan is a collectively bargained plan	No
2002: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2002 form 5500 responses
2002-01-01	Type of plan entity	Single employer plan
2002-01-01	Submission has been amended	No
2002-01-01	This submission is the final filing	No
2002-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-01-01	Plan is a collectively bargained plan	No
2001: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2001 form 5500 responses
2001-01-01	Type of plan entity	Single employer plan
2001-01-01	Submission has been amended	No
2001-01-01	This submission is the final filing	No
2001-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2001-01-01	Plan is a collectively bargained plan	No
2000: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 2000 form 5500 responses
2000-01-01	Type of plan entity	Single employer plan
2000-01-01	Submission has been amended	No
2000-01-01	This submission is the final filing	No
2000-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2000-01-01	Plan is a collectively bargained plan	No
1999: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 1999 form 5500 responses
1999-01-01	Type of plan entity	Single employer plan
1999-01-01	Submission has been amended	No
1999-01-01	This submission is the final filing	No
1999-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1999-01-01	Plan is a collectively bargained plan	No
1998: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 1998 form 5500 responses
1998-01-01	Type of plan entity	Single employer plan
1998-01-01	Submission has been amended	No
1998-01-01	This submission is the final filing	No
1998-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1998-01-01	Plan is a collectively bargained plan	No
1997: UPWARD BOUND HOUSE 401 K PROFIT SHARING PLAN TRUST 1997 form 5500 responses
1997-07-01	Type of plan entity	Single employer plan
1997-07-01	First time form 5500 has been submitted	Yes
1997-07-01	Submission has been amended	No
1997-07-01	This submission is the final filing	No
1997-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
1997-07-01	Plan is a collectively bargained plan	No

Potentially related plans

UPWARD BOUNDS BEHAVIORAL HEALTH CENTER LLC [EIN = 851979210]

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Company Name:	UPWARD BOUND HOUSE
Employer identification number (EIN):	954288926
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1569525