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OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 401k Plan overview

Plan NameOFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN
Plan identification number 001

OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

U. B. C. J. OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:U. B. C. J. OF AMERICA
Employer identification number (EIN):350723065
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01TRON HART LOREEN T. ZISKA2018-10-30
0012016-01-01LOREEN T. ZISKA
0012016-01-01
0012015-01-01LORI ZISKA
0012015-01-01LORI ZISKA
0012014-01-01LORI ZISKA2015-07-15
0012013-01-01LOREEN T. ZISKA2014-07-17 DOUGLAS J. MCCARRON2014-07-17
0012012-01-01LOREEN T. ZISKA2013-07-16 DOUGLAS J. MCCARRON2013-07-16
0012011-01-01LOREEN T. ZISKA2012-07-23 DOUGLAS J. MCCARRON2012-07-23
0012010-01-01LOREEN T. ZISKA2011-06-28 DOUGLAS J. MCCARRON2011-06-28

Plan Statistics for OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN

401k plan membership statisitcs for OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN

Measure Date Value
2022: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01150
Total number of active participants reported on line 7a of the Form 55002022-01-0193
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01150
Number of participants with account balances2022-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01158
Total number of active participants reported on line 7a of the Form 55002021-01-0197
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01150
Number of participants with account balances2021-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01138
Total number of active participants reported on line 7a of the Form 55002020-01-0197
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01158
Number of participants with account balances2020-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01136
Total number of active participants reported on line 7a of the Form 55002019-01-0184
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01138
Number of participants with account balances2019-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01131
Total number of active participants reported on line 7a of the Form 55002018-01-0190
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01136
Number of participants with account balances2018-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01129
Total number of active participants reported on line 7a of the Form 55002017-01-0184
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01131
Number of participants with account balances2017-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-0189
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01129
Number of participants with account balances2016-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01123
Total number of active participants reported on line 7a of the Form 55002015-01-0193
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01127
Number of participants with account balances2015-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN

Measure Date Value
2022 : OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,504,255
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,663,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,660,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,798,258
Value of total assets at end of year2022-12-31$27,028,517
Value of total assets at beginning of year2022-12-31$31,195,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,981
Total interest from all sources2022-12-31$6,087
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$889,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$889,341
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$770,390
Participant contributions at end of year2022-12-31$151,807
Participant contributions at beginning of year2022-12-31$111,973
Assets. Other investments not covered elsewhere at end of year2022-12-31$706,996
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$754,438
Other income not declared elsewhere2022-12-31$1,846
Administrative expenses (other) incurred2022-12-31$2,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,167,417
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,028,517
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,195,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,460,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,812,278
Interest on participant loans2022-12-31$6,087
Value of interest in common/collective trusts at end of year2022-12-31$2,708,994
Value of interest in common/collective trusts at beginning of year2022-12-31$3,271,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,238,413
Net investment gain or loss from common/collective trusts2022-12-31$38,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,273,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,660,181
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA
Accountancy firm EIN2022-12-31470900880
2021 : OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,181,237
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,514,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,510,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,796,087
Value of total assets at end of year2021-12-31$31,195,934
Value of total assets at beginning of year2021-12-31$32,528,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,491
Total interest from all sources2021-12-31$7,773
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,183,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,183,046
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$677,368
Participant contributions at end of year2021-12-31$111,973
Participant contributions at beginning of year2021-12-31$165,509
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,325
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$22,124
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$71
Other income not declared elsewhere2021-12-31$530
Administrative expenses (other) incurred2021-12-31$3,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,332,786
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,195,934
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,528,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,812,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$28,805,180
Interest on participant loans2021-12-31$7,773
Value of interest in common/collective trusts at end of year2021-12-31$3,271,683
Value of interest in common/collective trusts at beginning of year2021-12-31$3,555,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,149,459
Net investment gain or loss from common/collective trusts2021-12-31$44,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,096,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,510,461
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALIBRE CPA
Accountancy firm EIN2021-12-31470900880
2020 : OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,636,675
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,738,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,730,130
Value of total corrective distributions2020-12-31$4,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,167,605
Value of total assets at end of year2020-12-31$32,528,720
Value of total assets at beginning of year2020-12-31$30,630,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,631
Total interest from all sources2020-12-31$10,170
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,235,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,235,747
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$764,539
Participant contributions at end of year2020-12-31$165,509
Participant contributions at beginning of year2020-12-31$270,620
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,325
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$595,944
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$215,838
Other income not declared elsewhere2020-12-31$32
Administrative expenses (other) incurred2020-12-31$3,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,898,176
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,528,720
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,630,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$28,805,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,595,950
Interest on participant loans2020-12-31$10,170
Value of interest in common/collective trusts at end of year2020-12-31$3,555,706
Value of interest in common/collective trusts at beginning of year2020-12-31$3,168,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,154,187
Net investment gain or loss from common/collective trusts2020-12-31$68,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,187,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,730,130
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CALIBRE CPA
Accountancy firm EIN2020-12-31470900880
2019 : OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,066,352
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,407,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,395,485
Value of total corrective distributions2019-12-31$8,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,060,965
Value of total assets at end of year2019-12-31$30,630,544
Value of total assets at beginning of year2019-12-31$26,971,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,896
Total interest from all sources2019-12-31$13,911
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$933,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$933,473
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$824,342
Participant contributions at end of year2019-12-31$270,620
Participant contributions at beginning of year2019-12-31$244,330
Assets. Other investments not covered elsewhere at end of year2019-12-31$595,944
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$20,554
Other income not declared elsewhere2019-12-31$533
Administrative expenses (other) incurred2019-12-31$2,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,659,289
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,630,544
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,971,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,595,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,953,716
Interest on participant loans2019-12-31$13,911
Value of interest in common/collective trusts at end of year2019-12-31$3,168,030
Value of interest in common/collective trusts at beginning of year2019-12-31$2,773,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,988,807
Net investment gain or loss from common/collective trusts2019-12-31$68,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,216,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,395,485
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CALIBRE CPA
Accountancy firm EIN2019-12-31470900880
2018 : OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,033,712
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,084,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,082,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,917,641
Value of total assets at end of year2018-12-31$26,971,255
Value of total assets at beginning of year2018-12-31$28,022,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,342
Total interest from all sources2018-12-31$12,503
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,197,799
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,197,799
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$752,313
Participant contributions at end of year2018-12-31$244,330
Participant contributions at beginning of year2018-12-31$288,615
Participant contributions at beginning of year2018-12-31$26,380
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$825
Other income not declared elsewhere2018-12-31$463
Administrative expenses (other) incurred2018-12-31$2,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,051,124
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,971,255
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,022,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,953,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,926,449
Interest on participant loans2018-12-31$12,503
Value of interest in common/collective trusts at end of year2018-12-31$2,773,209
Value of interest in common/collective trusts at beginning of year2018-12-31$2,752,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,152,241
Net investment gain or loss from common/collective trusts2018-12-31$57,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,164,503
Employer contributions (assets) at beginning of year2018-12-31$28,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,082,494
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CALIBRE CPA
Accountancy firm EIN2018-12-31470900880
2017 : OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,448,212
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,391,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,383,510
Value of total corrective distributions2017-12-31$6,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,851,009
Value of total assets at end of year2017-12-31$28,022,379
Value of total assets at beginning of year2017-12-31$23,966,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,131
Total interest from all sources2017-12-31$12,565
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$871,748
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$871,748
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$665,868
Participant contributions at end of year2017-12-31$288,615
Participant contributions at beginning of year2017-12-31$258,839
Participant contributions at end of year2017-12-31$26,380
Participant contributions at beginning of year2017-12-31$19,381
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$48,869
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$253
Other income not declared elsewhere2017-12-31$482
Administrative expenses (other) incurred2017-12-31$2,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,056,357
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,022,379
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,966,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,926,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,693,430
Interest on participant loans2017-12-31$12,565
Value of interest in common/collective trusts at end of year2017-12-31$2,752,688
Value of interest in common/collective trusts at beginning of year2017-12-31$2,966,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,663,557
Net investment gain or loss from common/collective trusts2017-12-31$48,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,136,272
Employer contributions (assets) at end of year2017-12-31$28,247
Employer contributions (assets) at beginning of year2017-12-31$28,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,383,257
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CALIBRE CPA
Accountancy firm EIN2017-12-31470900880
2016 : OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,118,203
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$957,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$953,970
Value of total corrective distributions2016-12-31$1,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,855,633
Value of total assets at end of year2016-12-31$23,966,022
Value of total assets at beginning of year2016-12-31$21,805,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,301
Total interest from all sources2016-12-31$11,829
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$623,015
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$623,015
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$657,255
Participant contributions at end of year2016-12-31$258,839
Participant contributions at beginning of year2016-12-31$359,745
Participant contributions at end of year2016-12-31$19,381
Participant contributions at beginning of year2016-12-31$17,330
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$29,817
Other income not declared elsewhere2016-12-31$889
Administrative expenses (other) incurred2016-12-31$2,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,160,746
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,966,022
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,805,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,693,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,549,073
Interest on participant loans2016-12-31$11,829
Value of interest in common/collective trusts at end of year2016-12-31$2,966,095
Value of interest in common/collective trusts at beginning of year2016-12-31$2,848,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$571,474
Net investment gain or loss from common/collective trusts2016-12-31$55,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,168,561
Employer contributions (assets) at end of year2016-12-31$28,277
Employer contributions (assets) at beginning of year2016-12-31$30,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$953,970
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CALIBRE CPA
Accountancy firm EIN2016-12-31470900880
2015 : OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,022,597
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$729,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$726,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,857,400
Value of total assets at end of year2015-12-31$21,757,812
Value of total assets at beginning of year2015-12-31$20,464,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,594
Total interest from all sources2015-12-31$14,005
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$793,043
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$793,043
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$656,678
Participant contributions at end of year2015-12-31$359,745
Participant contributions at beginning of year2015-12-31$294,168
Participant contributions at end of year2015-12-31$17,330
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$2,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,293,267
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,757,812
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,464,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,549,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,468,966
Interest on participant loans2015-12-31$14,005
Value of interest in common/collective trusts at end of year2015-12-31$2,848,992
Value of interest in common/collective trusts at beginning of year2015-12-31$2,701,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-694,331
Net investment gain or loss from common/collective trusts2015-12-31$52,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,197,314
Employer contributions (assets) at end of year2015-12-31$30,136
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$726,736
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CALIBRE CPA
Accountancy firm EIN2015-12-31470900880

Form 5500 Responses for OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN

2022: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OFFICERS AND REPRESENTATIVES OF THE UBC SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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