401(k)
2024 plan-year 401(k) DOL Form 5500

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNITED CEREBRAL PALSY ASSOCIAT

This 401(k) plan holds $8M in total assets and serves 305 participants as of 2024. It is sponsored by UNITED CEREBRAL PALSY ASSOCIAT in Arizona. The plan reported positive net income of $778K for the year.

Total Assets (2023)
$8M
Participants
305
State
Industry
Healthcare & Social Assistance

What the Filing Says About 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC.

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC. is a 401(k) retirement plan sponsored by UNITED CEREBRAL PALSY ASSOCIAT, headquartered in Arizona. As of the 2024 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 305 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 860110967, and the plan has been effective since 1998-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2024 to $8M at year-end — a gain of 11.0%. Net assets (after liabilities) closed the year at $8M, with reported net income of $778K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$778K
Plan Type401(k)
Employer EIN860110967
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNITED CEREBRAL PALSY ASSOCIAT)

Year Plans Participants Total Assets
2022 1 305 $6M
2023 1 300 $7M
2024 1 305 $8M

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Frequently Asked Questions

How much money is in the 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC.?
As of the 2024 Form 5500 filing, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC. holds $8M in total assets with 305 participants. It is sponsored by UNITED CEREBRAL PALSY ASSOCIAT.
What type of plan is 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC.?
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC. is a 401(k) plan. It has been effective since 1998-02-01. The plan is filed with the U.S. Department of Labor under EIN 860110967.
Who sponsors the 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC.?
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC. is sponsored by UNITED CEREBRAL PALSY ASSOCIAT, located in Arizona. The sponsor's EIN is 860110967 and the plan operates in the Healthcare & Social Assistance industry.
How did 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC. perform in 2024?
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC. grew by 11.0% during 2024, moving from $7M to $8M in total assets. Net income was $778K.
Where can I find official filings for 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC.?
Official Form 5500 filings for 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860110967 or plan name at efast.dol.gov.
How does 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC. compare to other plans?
You can compare 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC. against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 860110967.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.