401k Plan data: UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN plan

UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN
Plan identification number	002

UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

UNITED AMERICAN SECURITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNITED AMERICAN SECURITIES, INC.

Employer identification number (EIN): 133426521

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Additional information about UNITED AMERICAN SECURITIES, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1987-09-21

Company Identification Number: 1203450

Legal Registered Office Address: 200 Park Avenue South
7BB
New York
United States of America (USA)
10003

More information about UNITED AMERICAN SECURITIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ALI GERANMAYEH 2024-10-10
002 2022-01-01 ALI GERANMAYEH 2023-10-06 ALI GERANMAYEH 2023-10-06
002 2021-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ALI GERANMAYEH	2024-10-10
002	2022-01-01	ALI GERANMAYEH	2023-10-06	ALI GERANMAYEH	2023-10-06
002	2021-01-01

Plan Statistics for UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN

Measure Date Value
2025: UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-02 5
Total number of particpants at end of year 2025-10-02 4
2024: UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-10 6
Total number of particpants at end of year 2024-10-10 6
2022: UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 721,179
Acturial value of plan assets 2022-12-31 721,179
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 497,377
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 497,822
Total participant count 2022-12-31 6
Total funding target for all participants 2022-12-31 497,822
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 631,858
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 631,858
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 325,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 301,697
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 523,541
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 300,184
Additional cash requirement 2022-12-31 300,184
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 301,697
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 0
Acturial value of plan assets 2021-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 445,560
Number of active participants 2021-12-31 5
Total funding liabilities for active participants 2021-12-31 445,560
Total participant count 2021-12-31 5
Total funding target for all participants 2021-12-31 445,560
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 941,500
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 910,187
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 204,900
Net shortfall amortization installment of oustanding balance 2021-12-31 445,560
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 278,329
Additional cash requirement 2021-12-31 278,329
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 910,187
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0

Measure	Date	Value
2025: UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-02	5
Total number of particpants at end of year	2025-10-02	4
2024: UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-10	6
Total number of particpants at end of year	2024-10-10	6
2022: UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	721,179
Acturial value of plan assets	2022-12-31	721,179
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	497,377
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	497,822
Total participant count	2022-12-31	6
Total funding target for all participants	2022-12-31	497,822
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	631,858
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	631,858
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	325,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	301,697
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	523,541
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	300,184
Additional cash requirement	2022-12-31	300,184
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	301,697
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	0
Acturial value of plan assets	2021-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	445,560
Number of active participants	2021-12-31	5
Total funding liabilities for active participants	2021-12-31	445,560
Total participant count	2021-12-31	5
Total funding target for all participants	2021-12-31	445,560
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	941,500
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	910,187
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	204,900
Net shortfall amortization installment of oustanding balance	2021-12-31	445,560
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	278,329
Additional cash requirement	2021-12-31	278,329
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	910,187
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0

Financial Data on UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN

Measure	Date	Value
2025 : UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-02	526
Net assets as of the end of the plan year	2025-10-02	2535398
Total assets as of the beginning of the plan year	2025-10-02	2087923
Value of plan covered by a fidelity bond	2025-10-02	500000
Participant contributions to plan in this plan year	2025-10-02	0
Other expenses paid from plan in this plan year	2025-10-02	199
Other income to plan in this plan year	2025-10-02	281486
Plan net income in this plan year	2025-10-02	447475
Net assets as of the end of the plan year	2025-10-02	2535398
Net assets as of the beginning of the plan year	2025-10-02	2087923
Employer contributions to plan in this plan year	2025-10-02	166515
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-02	0
2024 : UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-10	38
Net assets as of the end of the plan year	2024-10-10	2087923
Total assets as of the beginning of the plan year	2024-10-10	1046179
Value of plan covered by a fidelity bond	2024-10-10	500000
Participant contributions to plan in this plan year	2024-10-10	0
Other expenses paid from plan in this plan year	2024-10-10	0
Other income to plan in this plan year	2024-10-10	254782
Plan net income in this plan year	2024-10-10	1041744
Net assets as of the end of the plan year	2024-10-10	2087923
Net assets as of the beginning of the plan year	2024-10-10	1046179
Employer contributions to plan in this plan year	2024-10-10	787000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-10	38

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	UNITED AMERICAN SECURITIES, INC.
Employer identification number (EIN):	133426521
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1987-09-21
Company Identification Number:	1203450
Legal Registered Office Address:	200 Park Avenue South 7BB New York United States of America (USA) 10003