401k Plan data: UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN plan

UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 401k Plan overview

Plan Name	UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN
Plan identification number	001

UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED FINANCIAL MORTGAGE CORP. has sponsored the creation of one or more 401k plans.

Company Name: UNITED FINANCIAL MORTGAGE CORP.

Employer identification number (EIN): 363440533

NAIC Classification: 522292
NAIC Description: Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 CHARLES A. STANZIALE, JR.
001 2012-01-01 CHARLES A. STANZIALE, JR.
001 2008-01-01 MONTAGUE S. CLAYBROOK
001 2007-01-01 MONTAGUE S. CLAYBROOK

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	CHARLES A. STANZIALE, JR.
001	2012-01-01	CHARLES A. STANZIALE, JR.
001	2008-01-01	MONTAGUE S. CLAYBROOK
001	2007-01-01	MONTAGUE S. CLAYBROOK

Plan Statistics for UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN

401k plan membership statisitcs for UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN

Measure Date Value
2013: UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 64
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 64
Number of participants with account balances 2012-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2008: UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 1,434
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 740
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 702
Total of all active and inactive participants 2008-01-01 1,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 1,442
Number of participants with account balances 2008-01-01 797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 1,268
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 704
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 514
Total of all active and inactive participants 2007-01-01 1,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 1,218
Number of participants with account balances 2007-01-01 573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2013: UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	64
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	64
Number of participants with account balances	2012-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2008: UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	1,434
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	740
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	702
Total of all active and inactive participants	2008-01-01	1,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	1,442
Number of participants with account balances	2008-01-01	797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	1,268
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	704
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	514
Total of all active and inactive participants	2007-01-01	1,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	1,218
Number of participants with account balances	2007-01-01	573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN

Measure	Date	Value
2013 : UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-07-31	$23,045
Expenses. Total of all expenses incurred	2013-07-31	$473,671
Benefits paid (including direct rollovers)	2013-07-31	$473,671
Total plan assets at end of year	2013-07-31	$0
Total plan assets at beginning of year	2013-07-31	$450,626
Other income received	2013-07-31	$23,045
Net income (gross income less expenses)	2013-07-31	$-450,626
Net plan assets at end of year (total assets less liabilities)	2013-07-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-07-31	$450,626
2012 : UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$52,089
Expenses. Total of all expenses incurred	2012-12-31	$53,442
Benefits paid (including direct rollovers)	2012-12-31	$53,442
Total plan assets at end of year	2012-12-31	$450,626
Total plan assets at beginning of year	2012-12-31	$451,979
Other income received	2012-12-31	$52,089
Net income (gross income less expenses)	2012-12-31	$-1,353
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$450,626
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$451,979
Assets. Value of participant loans	2012-12-31	$57,488
2011 : UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$-10,343
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$11,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$11,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$451,979
Value of total assets at beginning of year	2011-12-31	$473,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$860
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$0
Participant contributions at end of year	2011-12-31	$57,488
Participant contributions at beginning of year	2011-12-31	$56,627
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-21,930
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$451,979
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$473,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$394,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$417,282
Interest on participant loans	2011-12-31	$860
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-11,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$11,587
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
2010 : UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$70,163
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$193,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$193,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$0
Value of total assets at end of year	2010-12-31	$473,909
Value of total assets at beginning of year	2010-12-31	$597,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$860
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$56,627
Participant contributions at beginning of year	2010-12-31	$38,076
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-123,164
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$473,909
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$597,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$417,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$558,997
Interest on participant loans	2010-12-31	$860
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$69,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$193,327
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
2009 : UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets	2009-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2009-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2009-12-31	$0
Total income from all sources (including contributions)	2009-12-31	$118,374
Total loss/gain on sale of assets	2009-12-31	$0
Total of all expenses incurred	2009-12-31	$21,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2009-12-31	$21,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2009-12-31	$0
Value of total assets at end of year	2009-12-31	$597,073
Value of total assets at beginning of year	2009-12-31	$500,523
Total of administrative expenses incurred including professional, contract, advisory and management fees	2009-12-31	$50
Total interest from all sources	2009-12-31	$300
Total dividends received (eg from common stock, registered investment company shares)	2009-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2009-12-31	No
Was this plan covered by a fidelity bond	2009-12-31	No
If this is an individual account plan, was there a blackout period	2009-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2009-12-31	No
Contributions received from participants	2009-12-31	$0
Participant contributions at end of year	2009-12-31	$38,076
Participant contributions at beginning of year	2009-12-31	$37,775
Income. Received or receivable in cash from other sources (including rollovers)	2009-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2009-12-31	No
Value of net income/loss	2009-12-31	$96,550
Value of net assets at end of year (total assets less liabilities)	2009-12-31	$597,073
Value of net assets at beginning of year (total assets less liabilities)	2009-12-31	$500,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2009-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2009-12-31	No
Were any leases to which the plan was party in default or uncollectible	2009-12-31	No
Investment advisory and management fees	2009-12-31	$50
Value of interest in registered invesment companies (eg mutual funds) at end of year	2009-12-31	$558,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2009-12-31	$462,748
Interest on participant loans	2009-12-31	$300
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2009-12-31	$118,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2009-12-31	No
Was there a failure to transmit to the plan any participant contributions	2009-12-31	No
Has the plan failed to provide any benefit when due under the plan	2009-12-31	No
Contributions received in cash from employer	2009-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2009-12-31	$21,774
Did the plan have assets held for investment	2009-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2009-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2009-12-31	No
2008 : UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets	2008-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-12-31	$0
Total income from all sources (including contributions)	2008-12-31	$-243,498
Total loss/gain on sale of assets	2008-12-31	$0
Total of all expenses incurred	2008-12-31	$262,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2008-12-31	$262,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2008-12-31	$475
Value of total assets at end of year	2008-12-31	$500,523
Value of total assets at beginning of year	2008-12-31	$1,006,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2008-12-31	$100
Total interest from all sources	2008-12-31	$1,152
Total dividends received (eg from common stock, registered investment company shares)	2008-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2008-12-31	No
Was this plan covered by a fidelity bond	2008-12-31	No
If this is an individual account plan, was there a blackout period	2008-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2008-12-31	No
Contributions received from participants	2008-12-31	$0
Participant contributions at end of year	2008-12-31	$37,775
Participant contributions at beginning of year	2008-12-31	$37,703
Income. Received or receivable in cash from other sources (including rollovers)	2008-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Value of net income/loss	2008-12-31	$-505,613
Value of net assets at end of year (total assets less liabilities)	2008-12-31	$500,523
Value of net assets at beginning of year (total assets less liabilities)	2008-12-31	$1,006,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2008-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2008-12-31	No
Were any leases to which the plan was party in default or uncollectible	2008-12-31	No
Investment advisory and management fees	2008-12-31	$100
Value of interest in registered invesment companies (eg mutual funds) at end of year	2008-12-31	$462,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2008-12-31	$968,433
Interest on participant loans	2008-12-31	$1,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2008-12-31	$-245,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2008-12-31	No
Was there a failure to transmit to the plan any participant contributions	2008-12-31	No
Has the plan failed to provide any benefit when due under the plan	2008-12-31	No
Contributions received in cash from employer	2008-12-31	$475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2008-12-31	$262,015
Did the plan have assets held for investment	2008-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2008-12-31	No
2007 : UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2007 401k financial data
Total unrealized appreciation/depreciation of assets	2007-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2007-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2007-12-31	$0
Total income from all sources (including contributions)	2007-12-31	$384,337
Total loss/gain on sale of assets	2007-12-31	$0
Total of all expenses incurred	2007-12-31	$1,693,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2007-12-31	$1,680,288
Expenses. Certain deemed distributions of participant loans	2007-12-31	$9,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2007-12-31	$255,581
Value of total assets at end of year	2007-12-31	$1,006,136
Value of total assets at beginning of year	2007-12-31	$2,315,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2007-12-31	$3,655
Total interest from all sources	2007-12-31	$1,391
Total dividends received (eg from common stock, registered investment company shares)	2007-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2007-12-31	No
Was this plan covered by a fidelity bond	2007-12-31	No
If this is an individual account plan, was there a blackout period	2007-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2007-12-31	No
Contributions received from participants	2007-12-31	$148,733
Participant contributions at end of year	2007-12-31	$37,703
Participant contributions at beginning of year	2007-12-31	$31,770
Income. Received or receivable in cash from other sources (including rollovers)	2007-12-31	$60,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2007-12-31	No
Value of net income/loss	2007-12-31	$-1,309,267
Value of net assets at end of year (total assets less liabilities)	2007-12-31	$1,006,136
Value of net assets at beginning of year (total assets less liabilities)	2007-12-31	$2,315,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2007-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2007-12-31	No
Were any leases to which the plan was party in default or uncollectible	2007-12-31	No
Investment advisory and management fees	2007-12-31	$3,655
Value of interest in registered invesment companies (eg mutual funds) at end of year	2007-12-31	$968,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2007-12-31	$2,283,633
Interest on participant loans	2007-12-31	$1,391
Value of interest in common/collective trusts at beginning of year	2007-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2007-12-31	$127,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2007-12-31	No
Was there a failure to transmit to the plan any participant contributions	2007-12-31	No
Has the plan failed to provide any benefit when due under the plan	2007-12-31	No
Contributions received in cash from employer	2007-12-31	$46,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2007-12-31	$1,680,288
Did the plan have assets held for investment	2007-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2007-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2007-12-31	No

Form 5500 Responses for UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN

2013: UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2008: UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: UNITED FINANCIAL MORTGAGE CORP. 401(K) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	UNITED FINANCIAL MORTGAGE CORP.
Employer identification number (EIN):	363440533
NAIC Classification:	522292
NAIC Description:	Real Estate Credit