UNIVERSAL SERVICES OF AMERICA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNIVERSAL SERVICES OF AMERICA 401(K) PLAN
Measure | Date | Value |
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2022 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2022 401k financial data |
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Total transfer of assets to this plan | 2022-12-31 | $8,471,338 |
Total income from all sources (including contributions) | 2022-12-31 | $1,740,646 |
Total of all expenses incurred | 2022-12-31 | $1,903,022 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,771,221 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,019,314 |
Value of total assets at end of year | 2022-12-31 | $14,656,567 |
Value of total assets at beginning of year | 2022-12-31 | $6,347,605 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $131,801 |
Total interest from all sources | 2022-12-31 | $2,919 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $7,280 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,001,507 |
Participant contributions at end of year | 2022-12-31 | $23,126 |
Participant contributions at beginning of year | 2022-12-31 | $13,013 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $39,094 |
Administrative expenses (other) incurred | 2022-12-31 | $108,625 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-162,376 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,656,567 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,347,605 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $15,896 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $14,024,120 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $6,071,030 |
Interest earned on other investments | 2022-12-31 | $2,919 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $562,005 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $214,253 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,281,587 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,978,713 |
Employer contributions (assets) at end of year | 2022-12-31 | $47,316 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $49,309 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,771,221 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WITHUMSMITH + BROWN PC |
Accountancy firm EIN | 2022-12-31 | 222027092 |
2021 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $2,703,022 |
Total of all expenses incurred | 2021-12-31 | $378,861 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $312,351 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,123,800 |
Value of total assets at end of year | 2021-12-31 | $6,347,605 |
Value of total assets at beginning of year | 2021-12-31 | $4,023,444 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $66,510 |
Total interest from all sources | 2021-12-31 | $750 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $498,783 |
Participant contributions at end of year | 2021-12-31 | $13,013 |
Participant contributions at beginning of year | 2021-12-31 | $3,014 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $47,350 |
Administrative expenses (other) incurred | 2021-12-31 | $55,342 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,324,161 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,347,605 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,023,444 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $11,168 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $6,071,030 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $3,936,672 |
Interest earned on other investments | 2021-12-31 | $750 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $214,253 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $59,328 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $578,472 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,577,667 |
Employer contributions (assets) at end of year | 2021-12-31 | $49,309 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $24,430 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $312,351 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WITHUMSMITH + BROWN, PC |
Accountancy firm EIN | 2021-12-31 | 222027092 |
2020 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $1,388,406 |
Total of all expenses incurred | 2020-12-31 | $282,933 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $215,436 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $865,434 |
Value of total assets at end of year | 2020-12-31 | $4,023,444 |
Value of total assets at beginning of year | 2020-12-31 | $2,917,971 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $67,497 |
Total interest from all sources | 2020-12-31 | $333 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $161,927 |
Participant contributions at end of year | 2020-12-31 | $3,014 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $60,297 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,105,473 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,023,444 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,917,971 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $7,200 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $3,936,672 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $2,783,402 |
Interest earned on other investments | 2020-12-31 | $333 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $59,328 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $28,814 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $522,639 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $703,507 |
Employer contributions (assets) at end of year | 2020-12-31 | $24,430 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $105,755 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $215,436 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WITHUMSMITH + BROWN, PC |
Accountancy firm EIN | 2020-12-31 | 222027092 |
2019 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $1,175,100 |
Total of all expenses incurred | 2019-12-31 | $202,695 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $148,344 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $727,283 |
Value of total assets at end of year | 2019-12-31 | $2,917,971 |
Value of total assets at beginning of year | 2019-12-31 | $1,945,566 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $54,351 |
Total interest from all sources | 2019-12-31 | $341 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $19,040 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $164,468 |
Administrative expenses (other) incurred | 2019-12-31 | $29,737 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $972,405 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,917,971 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,945,566 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $5,574 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $2,783,402 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,893,985 |
Interest earned on other investments | 2019-12-31 | $341 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $28,814 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $40,414 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $447,476 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $562,815 |
Employer contributions (assets) at end of year | 2019-12-31 | $105,755 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $11,167 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $148,344 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WITHUMSMITH + BROWN, PC |
Accountancy firm EIN | 2019-12-31 | 222027092 |
2018 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $552,446 |
Total of all expenses incurred | 2018-12-31 | $192,518 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $157,155 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $684,099 |
Value of total assets at end of year | 2018-12-31 | $1,945,566 |
Value of total assets at beginning of year | 2018-12-31 | $1,585,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $35,363 |
Total interest from all sources | 2018-12-31 | $270 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $5,000 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $185,483 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $12,502 |
Administrative expenses (other) incurred | 2018-12-31 | $26,656 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $359,928 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,945,566 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,585,638 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $3,707 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,893,985 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,550,525 |
Interest earned on other investments | 2018-12-31 | $270 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $40,414 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $35,113 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-131,923 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $486,114 |
Employer contributions (assets) at end of year | 2018-12-31 | $11,167 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $157,155 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KSJG, LLP |
Accountancy firm EIN | 2018-12-31 | 953322166 |
2017 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $725,134 |
Total of all expenses incurred | 2017-12-31 | $103,398 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $79,545 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $544,949 |
Value of total assets at end of year | 2017-12-31 | $1,585,638 |
Value of total assets at beginning of year | 2017-12-31 | $963,902 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $23,853 |
Total interest from all sources | 2017-12-31 | $222 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $8,500 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $108,186 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $11,869 |
Administrative expenses (other) incurred | 2017-12-31 | $15,044 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $621,736 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,585,638 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $963,902 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $309 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,550,525 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $936,576 |
Interest earned on other investments | 2017-12-31 | $222 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $35,113 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $27,326 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $179,963 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $424,894 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $79,545 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KSJG, LLP |
Accountancy firm EIN | 2017-12-31 | 953322166 |
2016 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $610,622 |
Total of all expenses incurred | 2016-12-31 | $37,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $26,988 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $561,974 |
Value of total assets at end of year | 2016-12-31 | $963,902 |
Value of total assets at beginning of year | 2016-12-31 | $390,894 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $10,626 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $87,696 |
Other income not declared elsewhere | 2016-12-31 | $157 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $573,008 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $963,902 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $390,894 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $936,576 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $379,046 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $27,326 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $11,848 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $48,491 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $474,278 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $26,988 |
Contract administrator fees | 2016-12-31 | $10,626 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KSJG |
Accountancy firm EIN | 2016-12-31 | 953322166 |
2015 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2015 401k financial data |
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Total income from all sources (including contributions) | 2015-12-31 | $167,735 |
Total of all expenses incurred | 2015-12-31 | $13,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,021 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $175,752 |
Value of total assets at end of year | 2015-12-31 | $390,894 |
Value of total assets at beginning of year | 2015-12-31 | $236,527 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $8,347 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $20,772 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,648 |
Other income not declared elsewhere | 2015-12-31 | $70 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $154,367 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $390,894 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $236,527 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $379,046 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $229,545 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $11,848 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $6,982 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-8,087 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $153,332 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,021 |
Contract administrator fees | 2015-12-31 | $8,347 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KSGJ |
Accountancy firm EIN | 2015-12-31 | 953322166 |
2014 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $147,405 |
Total of all expenses incurred | 2014-12-31 | $9,226 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,052 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $138,438 |
Value of total assets at end of year | 2014-12-31 | $236,527 |
Value of total assets at beginning of year | 2014-12-31 | $98,348 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,174 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $966 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $138,179 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $236,527 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $98,348 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $229,545 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $97,288 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $6,982 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,060 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-17 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $8,984 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $137,472 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,052 |
Contract administrator fees | 2014-12-31 | $3,174 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KSGJ |
Accountancy firm EIN | 2014-12-31 | 953322166 |