2023 Form 5500 filing — Ucp Of The North Bay, Inc. 403(B) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014143853NAL0026433617001) for Ucp Of The North Bay, Inc. 403(B) Retirement Plan, reported by United Cerebral Palsy Of The North Bay, Inc. under EIN 94-2284940 and plan number 001. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.3MReported net assets$8,288,595
Participants353
Provider compensation$104.1K4 Schedule C row(s)$104,063
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014143853NAL0026433617001
- Plan sponsor
- United Cerebral Palsy Of The North Bay, Inc.
- EIN
- 94-2284940
- Plan number
- 001
- Location
- Petaluma, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.3M total assets
Net assets$8.3MLiabilities$7.4K
Full reported line items
- Total assets (EOY)
- $8,295,957
- Total liabilities (EOY)
- $7,362
- Net assets (EOY)
- $8,288,595
- Employer contributions
- $279,562
- Participant contributions
- $609,302
- Total income / additions
- $1,962,167
- Benefits paid
- $349,930
- Administrative expenses
- $34,448
- Total expenses
- $391,740
- Net increase / (decrease)
- $1,570,427
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3
- 4