United Cerebral Palsy Association Of The North Country, Inc 401(K) Plan — Form 5500 plan (United Cerebral Palsy Association Of The North Country, Inc)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, United Cerebral Palsy Association Of The North Country, Inc 401(K) Plan is a benefit plan reported by United Cerebral Palsy Association Of The North Country, Inc under EIN 16-1568985 and plan number 002. The latest loaded filing year is 2023. The filing reports 245 participants and $7,974,228 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Cerebral Palsy Association Of The North Country, Inc
EIN
16-1568985
Plan number
002
Plan type
2
Location
Canton, NY
Latest filing year
2023
Participants
245
End-of-year plan assets
$7,974,228

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023245H, C20241009104734NAL0018181633002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,974,228
Net assets (EOY)
$7,974,228
Net assets (BOY)
$6,960,231

Income & contributions

Employer contributions
$348,962
Participant contributions
$350,618
Total contributions
$751,877
Total income / additions
$1,901,892

Expenses & distributions

Benefits paid
$839,334
Administrative expenses
$48,561
Total expenses
$887,895
Net increase / (decrease)
$1,013,997

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$27,164$02023
Lpl Financial CorporationINVESTMENT ADVISOR PLAN$21,496not reported in the loaded dataset2023

Related Form 5500 pages