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UNITED COMPANIES 401(K) PLAN 401k Plan overview

Plan NameUNITED COMPANIES 401(K) PLAN
Plan identification number 001

UNITED COMPANIES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROMAIN BUICK, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROMAIN BUICK, INC.
Employer identification number (EIN):351687995
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED COMPANIES 401(K) 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
0012018-01-01
0012017-01-01AMY BARRON AMY BARRON2018-10-12
0012016-01-01AMY BARRON AMY BARRON2017-10-13
0012015-01-01AMY BARRON AMY BARRON2016-07-13
0012014-01-01AMY BARRON AMY BARRON2015-10-12
0012013-01-01AMY BARRON AMY BARRON2014-10-14
0012012-01-01AMY BARRON AMY BARRON2013-10-15
0012011-01-01AMY BARRON AMY BARRON2012-10-12
0012010-01-01AMY BARRON AMY BARRON2011-10-14
0012009-01-01AMY BARRON AMY BARRON2010-10-15

Plan Statistics for UNITED COMPANIES 401(K) PLAN

401k plan membership statisitcs for UNITED COMPANIES 401(K) PLAN

Measure Date Value
2022: UNITED COMPANIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01246
Total number of active participants reported on line 7a of the Form 55002022-01-01185
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01241
Number of participants with account balances2022-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: UNITED COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01228
Total number of active participants reported on line 7a of the Form 55002021-01-01184
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01246
Number of participants with account balances2021-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: UNITED COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01247
Total number of active participants reported on line 7a of the Form 55002020-01-01167
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01228
Number of participants with account balances2020-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: UNITED COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01307
Total number of active participants reported on line 7a of the Form 55002019-01-01180
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0167
Total of all active and inactive participants2019-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01247
Number of participants with account balances2019-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: UNITED COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01274
Total number of active participants reported on line 7a of the Form 55002018-01-01240
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0167
Total of all active and inactive participants2018-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01307
Number of participants with account balances2018-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: UNITED COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01290
Total number of active participants reported on line 7a of the Form 55002017-01-01215
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0159
Total of all active and inactive participants2017-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01274
Number of participants with account balances2017-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: UNITED COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01249
Total number of active participants reported on line 7a of the Form 55002016-01-01226
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0164
Total of all active and inactive participants2016-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01290
Number of participants with account balances2016-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: UNITED COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01216
Total number of active participants reported on line 7a of the Form 55002015-01-01219
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01249
Number of participants with account balances2015-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: UNITED COMPANIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01248
Total number of active participants reported on line 7a of the Form 55002014-01-01189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01216
Number of participants with account balances2014-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: UNITED COMPANIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01286
Total number of active participants reported on line 7a of the Form 55002013-01-01197
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0151
Total of all active and inactive participants2013-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01248
Number of participants with account balances2013-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: UNITED COMPANIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01248
Total number of active participants reported on line 7a of the Form 55002012-01-01194
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0192
Total of all active and inactive participants2012-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01286
Number of participants with account balances2012-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: UNITED COMPANIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01224
Total number of active participants reported on line 7a of the Form 55002011-01-01154
Number of other retired or separated participants entitled to future benefits2011-01-0194
Total of all active and inactive participants2011-01-01248
Total participants2011-01-01248
Number of participants with account balances2011-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: UNITED COMPANIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01222
Total number of active participants reported on line 7a of the Form 55002010-01-01136
Number of other retired or separated participants entitled to future benefits2010-01-0188
Total of all active and inactive participants2010-01-01224
Total participants2010-01-01224
Number of participants with account balances2010-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: UNITED COMPANIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01226
Total number of active participants reported on line 7a of the Form 55002009-01-01164
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01222
Total participants2009-01-01222
Number of participants with account balances2009-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on UNITED COMPANIES 401(K) PLAN

Measure Date Value
2022 : UNITED COMPANIES 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,028,214
Total of all expenses incurred2022-12-31$893,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$785,939
Value of total corrective distributions2022-12-31$38,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,262,081
Value of total assets at end of year2022-12-31$10,014,455
Value of total assets at beginning of year2022-12-31$11,936,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$69,304
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$383,565
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$383,565
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$650,000
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$1,011,853
Participant contributions at end of year2022-12-31$59,338
Participant contributions at beginning of year2022-12-31$48,966
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,035,679
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,305,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,921,663
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,014,455
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,936,118
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
Investment advisory and management fees2022-12-31$69,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,902,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,563,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,673,860
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$250,228
Employer contributions (assets) at end of year2022-12-31$16,914
Employer contributions (assets) at beginning of year2022-12-31$17,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$785,939
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 name2022-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2022-12-31352152081
2021 : UNITED COMPANIES 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,621,376
Total of all expenses incurred2021-12-31$1,194,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,057,326
Value of total corrective distributions2021-12-31$69,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,082,923
Value of total assets at end of year2021-12-31$11,936,118
Value of total assets at beginning of year2021-12-31$10,509,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$68,283
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$570,366
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$570,366
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$650,000
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$857,626
Participant contributions at end of year2021-12-31$48,966
Participant contributions at beginning of year2021-12-31$80,044
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,305,642
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,110,224
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$1,426,722
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,936,118
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,509,396
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
Investment advisory and management fees2021-12-31$68,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,563,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,303,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$968,087
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$225,297
Employer contributions (assets) at end of year2021-12-31$17,529
Employer contributions (assets) at beginning of year2021-12-31$15,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,057,326
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 name2021-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2021-12-31352152081
2020 : UNITED COMPANIES 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,374,715
Total of all expenses incurred2020-12-31$1,525,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,326,335
Value of total corrective distributions2020-12-31$125,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,019,182
Value of total assets at end of year2020-12-31$10,509,396
Value of total assets at beginning of year2020-12-31$9,660,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$73,454
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$256,841
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$256,841
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$650,000
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$708,283
Participant contributions at end of year2020-12-31$80,044
Participant contributions at beginning of year2020-12-31$57,987
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,110,224
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$962,337
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$102,112
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$848,971
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,509,396
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,660,425
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
Investment advisory and management fees2020-12-31$73,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,303,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,627,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,098,692
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$208,787
Employer contributions (assets) at end of year2020-12-31$15,487
Employer contributions (assets) at beginning of year2020-12-31$12,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,326,335
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 name2020-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2020-12-31352152081
2019 : UNITED COMPANIES 401(K) PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$347,347
Total transfer of assets from this plan2019-12-31$347,347
Total income from all sources (including contributions)2019-12-31$2,743,225
Total income from all sources (including contributions)2019-12-31$2,743,225
Total of all expenses incurred2019-12-31$599,369
Total of all expenses incurred2019-12-31$599,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$453,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$453,648
Value of total corrective distributions2019-12-31$72,552
Value of total corrective distributions2019-12-31$72,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,059,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,059,120
Value of total assets at end of year2019-12-31$9,660,425
Value of total assets at end of year2019-12-31$9,660,425
Value of total assets at beginning of year2019-12-31$7,863,916
Value of total assets at beginning of year2019-12-31$7,863,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,169
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$266,040
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$266,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$266,040
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$266,040
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$650,000
Value of fidelity bond cover2019-12-31$650,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$799,575
Contributions received from participants2019-12-31$799,575
Participant contributions at end of year2019-12-31$57,987
Participant contributions at end of year2019-12-31$57,987
Participant contributions at beginning of year2019-12-31$53,317
Participant contributions at beginning of year2019-12-31$53,317
Assets. Other investments not covered elsewhere at end of year2019-12-31$962,337
Assets. Other investments not covered elsewhere at end of year2019-12-31$962,337
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$348,451
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$348,451
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,593
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,593
Other income not declared elsewhere2019-12-31$20,090
Other income not declared elsewhere2019-12-31$20,090
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
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$2,143,856
Value of net income/loss2019-12-31$2,143,856
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,660,425
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,660,425
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,863,916
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,863,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$73,169
Investment advisory and management fees2019-12-31$73,169
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,627,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,627,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,451,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,451,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,397,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$233,952
Contributions received in cash from employer2019-12-31$233,952
Employer contributions (assets) at end of year2019-12-31$12,223
Employer contributions (assets) at end of year2019-12-31$12,223
Employer contributions (assets) at beginning of year2019-12-31$10,359
Employer contributions (assets) at beginning of year2019-12-31$10,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$453,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$453,648
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEINZAPFEL & CO., LLC
Accountancy firm name2019-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2019-12-31352152081
Accountancy firm EIN2019-12-31352152081
2018 : UNITED COMPANIES 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$372,718
Total of all expenses incurred2018-12-31$1,115,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,021,382
Value of total corrective distributions2018-12-31$31,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$895,120
Value of total assets at end of year2018-12-31$7,863,916
Value of total assets at beginning of year2018-12-31$8,607,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,401
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$386,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$386,559
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$650,000
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$697,917
Participant contributions at end of year2018-12-31$53,317
Participant contributions at beginning of year2018-12-31$102,917
Assets. Other investments not covered elsewhere at end of year2018-12-31$348,451
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$417,728
Other income not declared elsewhere2018-12-31$-91,774
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$-743,085
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,863,916
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,607,001
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
Investment advisory and management fees2018-12-31$63,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,451,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,062,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-817,187
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$197,203
Employer contributions (assets) at end of year2018-12-31$10,359
Employer contributions (assets) at beginning of year2018-12-31$23,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,021,382
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 name2018-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2018-12-31352152081
2017 : UNITED COMPANIES 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,309,507
Total of all expenses incurred2017-12-31$727,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$647,667
Value of total corrective distributions2017-12-31$31,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,085,598
Value of total assets at end of year2017-12-31$8,607,001
Value of total assets at beginning of year2017-12-31$7,025,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,601
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$309,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$309,450
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$722,621
Participant contributions at end of year2017-12-31$102,917
Participant contributions at beginning of year2017-12-31$88,627
Assets. Other investments not covered elsewhere at end of year2017-12-31$417,728
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$269,477
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$144,282
Other income not declared elsewhere2017-12-31$91,439
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$1,581,969
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,607,001
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,025,032
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
Investment advisory and management fees2017-12-31$48,601
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,062,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,647,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$823,020
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$218,695
Employer contributions (assets) at end of year2017-12-31$23,409
Employer contributions (assets) at beginning of year2017-12-31$19,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$647,667
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 name2017-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2017-12-31352152081
2016 : UNITED COMPANIES 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,489,511
Total of all expenses incurred2016-12-31$1,016,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$969,172
Value of total corrective distributions2016-12-31$7,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$882,696
Value of total assets at end of year2016-12-31$7,025,032
Value of total assets at beginning of year2016-12-31$6,552,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,519
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$227,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$227,932
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$703,116
Participant contributions at end of year2016-12-31$88,627
Participant contributions at beginning of year2016-12-31$82,634
Assets. Other investments not covered elsewhere at end of year2016-12-31$269,477
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$177,599
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,174
Other income not declared elsewhere2016-12-31$46,508
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$472,575
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,025,032
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,552,457
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
Investment advisory and management fees2016-12-31$40,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,647,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,273,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$332,375
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$170,406
Employer contributions (assets) at end of year2016-12-31$19,082
Employer contributions (assets) at beginning of year2016-12-31$18,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$969,172
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 name2016-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2016-12-31352152081
2015 : UNITED COMPANIES 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$795,868
Total of all expenses incurred2015-12-31$770,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$731,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$844,974
Value of total assets at end of year2015-12-31$6,552,457
Value of total assets at beginning of year2015-12-31$6,527,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,900
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$319,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$319,232
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$642,899
Participant contributions at end of year2015-12-31$82,634
Participant contributions at beginning of year2015-12-31$81,967
Assets. Other investments not covered elsewhere at end of year2015-12-31$177,599
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$159,471
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,238
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$25,025
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,552,457
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,527,432
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
Investment advisory and management fees2015-12-31$38,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,273,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,260,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-368,338
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$198,837
Employer contributions (assets) at end of year2015-12-31$18,709
Employer contributions (assets) at beginning of year2015-12-31$25,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$731,943
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 plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2015-12-31352152081
2014 : UNITED COMPANIES 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,186,088
Total of all expenses incurred2014-12-31$626,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$590,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$848,953
Value of total assets at end of year2014-12-31$6,527,432
Value of total assets at beginning of year2014-12-31$5,967,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,947
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$233,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$233,641
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$610,609
Participant contributions at end of year2014-12-31$81,967
Participant contributions at beginning of year2014-12-31$76,284
Assets. Other investments not covered elsewhere at end of year2014-12-31$159,471
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$157,830
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$52,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$559,615
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,527,432
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,967,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$35,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,260,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,713,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$103,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$185,857
Employer contributions (assets) at end of year2014-12-31$25,010
Employer contributions (assets) at beginning of year2014-12-31$19,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$590,526
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2014-12-31352152081
2013 : UNITED COMPANIES 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,644,791
Total of all expenses incurred2013-12-31$259,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$234,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$744,026
Value of total assets at end of year2013-12-31$5,967,817
Value of total assets at beginning of year2013-12-31$4,582,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,037
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$144,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$144,305
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$562,475
Participant contributions at end of year2013-12-31$76,284
Participant contributions at beginning of year2013-12-31$1,691
Assets. Other investments not covered elsewhere at end of year2013-12-31$157,830
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$249,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,385,501
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,967,817
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,582,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$25,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,713,954
Value of interest in common/collective trusts at beginning of year2013-12-31$4,330,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$756,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$181,551
Employer contributions (assets) at end of year2013-12-31$19,749
Employer contributions (assets) at beginning of year2013-12-31$716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$234,253
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2013-12-31352152081
2012 : UNITED COMPANIES 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$24,572
Total unrealized appreciation/depreciation of assets2012-12-31$24,572
Total income from all sources (including contributions)2012-12-31$1,076,884
Total loss/gain on sale of assets2012-12-31$4,028
Total of all expenses incurred2012-12-31$174,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$173,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$632,342
Value of total assets at end of year2012-12-31$4,582,316
Value of total assets at beginning of year2012-12-31$3,680,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$912
Total interest from all sources2012-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$455,369
Participant contributions at end of year2012-12-31$1,691
Assets. Other investments not covered elsewhere at end of year2012-12-31$249,755
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$198,205
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$19,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$901,975
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,582,316
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,680,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$912
Interest earned on other investments2012-12-31$1
Value of interest in common/collective trusts at end of year2012-12-31$4,330,154
Value of interest in common/collective trusts at beginning of year2012-12-31$3,482,136
Net investment gain or loss from common/collective trusts2012-12-31$411,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$157,367
Employer contributions (assets) at end of year2012-12-31$716
Income. Dividends from common stock2012-12-31$4,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$173,997
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$58,422
Aggregate carrying amount (costs) on sale of assets2012-12-31$54,394
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2012-12-31352152081
2011 : UNITED COMPANIES 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-26,608
Total unrealized appreciation/depreciation of assets2011-12-31$-26,608
Total income from all sources (including contributions)2011-12-31$548,714
Total loss/gain on sale of assets2011-12-31$8,738
Total of all expenses incurred2011-12-31$303,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$302,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$560,068
Value of total assets at end of year2011-12-31$3,680,341
Value of total assets at beginning of year2011-12-31$3,435,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$843
Total interest from all sources2011-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$425,143
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$9,215
Assets. Other investments not covered elsewhere at end of year2011-12-31$198,205
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$203,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$245,135
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,680,341
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,435,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$843
Interest earned on other investments2011-12-31$1
Value of interest in common/collective trusts at end of year2011-12-31$3,482,136
Value of interest in common/collective trusts at beginning of year2011-12-31$3,218,180
Net investment gain or loss from common/collective trusts2011-12-31$3,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$134,925
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$3,897
Income. Dividends from common stock2011-12-31$3,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$302,736
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$161,922
Aggregate carrying amount (costs) on sale of assets2011-12-31$153,184
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2011-12-31352152081
2010 : UNITED COMPANIES 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$10,571
Total unrealized appreciation/depreciation of assets2010-12-31$10,571
Total income from all sources (including contributions)2010-12-31$917,430
Total loss/gain on sale of assets2010-12-31$3,730
Total of all expenses incurred2010-12-31$1,076,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,075,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$512,684
Value of total assets at end of year2010-12-31$3,435,206
Value of total assets at beginning of year2010-12-31$3,593,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$653
Total interest from all sources2010-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$7,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$391,471
Participant contributions at end of year2010-12-31$9,215
Participant contributions at beginning of year2010-12-31$2,335
Assets. Other investments not covered elsewhere at end of year2010-12-31$203,914
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$165,019
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-158,698
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,435,206
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,593,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$653
Interest earned on other investments2010-12-31$4
Value of interest in common/collective trusts at end of year2010-12-31$3,218,180
Value of interest in common/collective trusts at beginning of year2010-12-31$3,425,924
Net investment gain or loss from common/collective trusts2010-12-31$382,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$113,722
Employer contributions (assets) at end of year2010-12-31$3,897
Employer contributions (assets) at beginning of year2010-12-31$626
Income. Dividends from common stock2010-12-31$7,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,075,475
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$31,656
Aggregate carrying amount (costs) on sale of assets2010-12-31$27,926
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2010-12-31352152081

Form 5500 Responses for UNITED COMPANIES 401(K) PLAN

2022: UNITED COMPANIES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED COMPANIES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED COMPANIES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED COMPANIES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED COMPANIES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED COMPANIES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED COMPANIES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED COMPANIES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED COMPANIES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED COMPANIES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED COMPANIES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED COMPANIES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED COMPANIES 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITED COMPANIES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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