Ucp Of The North Bay, Inc. 403(B) Retirement Plan — Form 5500 plan (United Cerebral Palsy Of The North Bay, 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, Ucp Of The North Bay, Inc. 403(B) Retirement Plan is a benefit plan reported by United Cerebral Palsy Of The North Bay, Inc. under EIN 94-2284940 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $8,295,957 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.3MPlan net assets, end of year$8,288,595
Participants353Covered participants reported
Assets / participant$23.5KComputed: assets ÷ participants$23,501 (computed)
Provider compensation$104.1K4 Schedule C provider row(s)$104,063
- Plan sponsor
- United Cerebral Palsy Of The North Bay, Inc.
- EIN
- 94-2284940
- Plan number
- 001
- Plan type
- 2
- Location
- Petaluma, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20241014143853NAL0026433617001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.3M total assets
Net assets$8.3MLiabilities$7.4K
Full reported line items
Net assets
- Total assets (EOY)
- $8,295,957
- Total liabilities (EOY)
- $7,362
- Net assets (EOY)
- $8,288,595
- Net assets (BOY)
- $6,718,168
Income & contributions
- Employer contributions
- $279,562
- Participant contributions
- $609,302
- Total contributions
- $888,864
- Total income / additions
- $1,962,167
Expenses & distributions
- Benefits paid
- $349,930
- Administrative expenses
- $34,448
- Total expenses
- $391,740
- Net increase / (decrease)
- $1,570,427
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN | $19,073 | $50,416 | 2023 |
| Morgan Stanley Smith Barney | FINANCIAL GROUP | $0 | $18,395 | 2023 |
| Jing And Company | CPA | $12,500 | not reported in the loaded dataset | 2023 |
| Perry And Associates Inc | TPA | $0 | $3,679 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Cerebral Palsy Of The North Bay, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Petaluma, CA
- Nationwide — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Jing And Company — Schedule C compensation
- Perry And Associates Inc — Schedule C compensation