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Plan Name | UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | UNIVERSAL DEDICATED, INC. |
Employer identification number (EIN): | 382564759 |
NAIC Classification: | 484110 |
NAIC Description: | General Freight Trucking, Local |
Additional information about UNIVERSAL DEDICATED, INC.
Jurisdiction of Incorporation: | Michigan Secretary of State |
Incorporation Date: | 0000-00-00 |
Company Identification Number: | 079087 |
Legal Registered Office Address: |
E NINE MILE RD WARREN 48089 United States of America (USA) 12755 |
More information about UNIVERSAL DEDICATED, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | JUDE BERES | 2022-10-14 | ||
001 | 2020-01-01 | JUDE BERES | 2021-10-13 | ||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | JUDE BERES | |||
001 | 2016-01-01 | JUDE BERES | |||
001 | 2015-01-01 | JUDE BERES |
Measure | Date | Value |
---|---|---|
2022: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 671 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 843 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 843 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 843 |
Number of participants with account balances | 2022-01-01 | 465 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 627 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 671 |
Total of all active and inactive participants | 2021-01-01 | 671 |
Total participants | 2021-01-01 | 671 |
Number of participants with account balances | 2021-01-01 | 443 |
2020: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 542 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 627 |
Total of all active and inactive participants | 2020-01-01 | 627 |
Total participants | 2020-01-01 | 627 |
Number of participants with account balances | 2020-01-01 | 378 |
2019: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 543 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 542 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 542 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 542 |
Number of participants with account balances | 2019-01-01 | 316 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 572 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 543 |
Total of all active and inactive participants | 2018-01-01 | 543 |
Total participants | 2018-01-01 | 543 |
Number of participants with account balances | 2018-01-01 | 284 |
2017: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 539 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 572 |
Total of all active and inactive participants | 2017-01-01 | 572 |
Total participants | 2017-01-01 | 572 |
Number of participants with account balances | 2017-01-01 | 252 |
2016: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 329 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 539 |
Total of all active and inactive participants | 2016-01-01 | 539 |
Total participants | 2016-01-01 | 539 |
Number of participants with account balances | 2016-01-01 | 237 |
2015: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 329 |
Total of all active and inactive participants | 2015-01-01 | 329 |
Total participants | 2015-01-01 | 329 |
Number of participants with account balances | 2015-01-01 | 172 |
Measure | Date | Value |
---|---|---|
2022 : UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $529,361 |
Total of all expenses incurred | 2022-12-31 | $1,203,530 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,195,749 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,719,017 |
Value of total assets at end of year | 2022-12-31 | $8,697,080 |
Value of total assets at beginning of year | 2022-12-31 | $9,371,249 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $7,781 |
Total interest from all sources | 2022-12-31 | $26,956 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $469,424 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $469,424 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,179,969 |
Participant contributions at end of year | 2022-12-31 | $433,777 |
Participant contributions at beginning of year | 2022-12-31 | $437,304 |
Participant contributions at end of year | 2022-12-31 | $81,022 |
Participant contributions at beginning of year | 2022-12-31 | $46,312 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $118,582 |
Administrative expenses (other) incurred | 2022-12-31 | $7,781 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-674,169 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,697,080 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,371,249 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,887,775 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,732,017 |
Interest on participant loans | 2022-12-31 | $26,956 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $34,752 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $38,500 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,232,294 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,101,281 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,101,281 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,686,403 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $367 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $420,466 |
Employer contributions (assets) at end of year | 2022-12-31 | $27,460 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $15,835 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,195,749 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MRPRP GROUP P.C. |
Accountancy firm EIN | 2022-12-31 | 382141969 |
2021 : UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $2,656,611 |
Total of all expenses incurred | 2021-12-31 | $782,660 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $777,105 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,447,773 |
Value of total assets at end of year | 2021-12-31 | $9,371,249 |
Value of total assets at beginning of year | 2021-12-31 | $7,497,298 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,555 |
Total interest from all sources | 2021-12-31 | $29,691 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $651,839 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $651,839 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2021-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $931,103 |
Participant contributions at end of year | 2021-12-31 | $437,304 |
Participant contributions at beginning of year | 2021-12-31 | $405,783 |
Participant contributions at end of year | 2021-12-31 | $46,312 |
Participant contributions at beginning of year | 2021-12-31 | $63,731 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $157,263 |
Administrative expenses (other) incurred | 2021-12-31 | $5,555 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,873,951 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,371,249 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,497,298 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,732,017 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,898,006 |
Interest on participant loans | 2021-12-31 | $29,691 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $38,500 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $63,530 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,101,281 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,040,722 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,040,722 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $526,935 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $373 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $359,407 |
Employer contributions (assets) at end of year | 2021-12-31 | $15,835 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $25,526 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $777,105 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MRPR GROUP P.C. |
Accountancy firm EIN | 2021-12-31 | 382141969 |
2020 : UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $1,771,696 |
Total of all expenses incurred | 2020-12-31 | $771,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $767,295 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $990,586 |
Value of total assets at end of year | 2020-12-31 | $7,497,298 |
Value of total assets at beginning of year | 2020-12-31 | $6,497,437 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,540 |
Total interest from all sources | 2020-12-31 | $28,785 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $244,086 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $244,086 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2020-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $649,601 |
Participant contributions at end of year | 2020-12-31 | $405,783 |
Participant contributions at beginning of year | 2020-12-31 | $461,715 |
Participant contributions at end of year | 2020-12-31 | $63,731 |
Participant contributions at beginning of year | 2020-12-31 | $27,227 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $52,147 |
Administrative expenses (other) incurred | 2020-12-31 | $4,540 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $999,861 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,497,298 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,497,437 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,898,006 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,058,747 |
Interest on participant loans | 2020-12-31 | $28,785 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $63,530 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $99,184 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,040,722 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $838,142 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $838,142 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $507,062 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,177 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $288,838 |
Employer contributions (assets) at end of year | 2020-12-31 | $25,526 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $12,422 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $767,295 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MRPR GROUP P.C. |
Accountancy firm EIN | 2020-12-31 | 382141969 |
2019 : UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $1,742,156 |
Total of all expenses incurred | 2019-12-31 | $417,113 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $411,500 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $751,699 |
Value of total assets at end of year | 2019-12-31 | $6,497,437 |
Value of total assets at beginning of year | 2019-12-31 | $5,172,394 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,613 |
Total interest from all sources | 2019-12-31 | $33,094 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $259,340 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $259,340 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2019-12-31 | 0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $481,052 |
Participant contributions at end of year | 2019-12-31 | $461,715 |
Participant contributions at beginning of year | 2019-12-31 | $486,672 |
Participant contributions at end of year | 2019-12-31 | $27,227 |
Participant contributions at beginning of year | 2019-12-31 | $16,929 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,593 |
Administrative expenses (other) incurred | 2019-12-31 | $5,613 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,325,043 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,497,437 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,172,394 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,058,747 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,831,090 |
Interest on participant loans | 2019-12-31 | $33,094 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $99,184 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $99,416 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $838,142 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $731,427 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $731,427 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $696,123 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,900 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $268,054 |
Employer contributions (assets) at end of year | 2019-12-31 | $12,422 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $6,860 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $411,500 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MRPR GROUP P.C. |
Accountancy firm EIN | 2019-12-31 | 382141969 |
2018 : UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $288,292 |
Total of all expenses incurred | 2018-12-31 | $467,825 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $462,571 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $505,339 |
Value of total assets at end of year | 2018-12-31 | $5,172,394 |
Value of total assets at beginning of year | 2018-12-31 | $5,351,927 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,254 |
Total interest from all sources | 2018-12-31 | $31,573 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $410,655 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $410,655 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $356,927 |
Participant contributions at end of year | 2018-12-31 | $486,672 |
Participant contributions at beginning of year | 2018-12-31 | $442,852 |
Participant contributions at end of year | 2018-12-31 | $16,929 |
Participant contributions at beginning of year | 2018-12-31 | $18,996 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $5,254 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-179,533 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,172,394 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,351,927 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,831,090 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,066,629 |
Interest on participant loans | 2018-12-31 | $31,573 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $99,416 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $109,671 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $731,427 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $705,577 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $705,577 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-660,101 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $826 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $148,412 |
Employer contributions (assets) at end of year | 2018-12-31 | $6,860 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $8,202 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $462,571 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MRPR GROUP P.C. |
Accountancy firm EIN | 2018-12-31 | 382141969 |
2017 : UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2017 401k financial data | ||
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,068,899 |
Total of all expenses incurred | 2017-12-31 | $303,221 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $298,415 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $443,578 |
Value of total assets at end of year | 2017-12-31 | $5,351,927 |
Value of total assets at beginning of year | 2017-12-31 | $4,586,249 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,806 |
Total interest from all sources | 2017-12-31 | $29,505 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $255,548 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $255,548 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $278,984 |
Participant contributions at end of year | 2017-12-31 | $442,852 |
Participant contributions at beginning of year | 2017-12-31 | $465,671 |
Participant contributions at end of year | 2017-12-31 | $18,996 |
Participant contributions at beginning of year | 2017-12-31 | $10,187 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $21,037 |
Administrative expenses (other) incurred | 2017-12-31 | $4,806 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $765,678 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,351,927 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,586,249 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,066,629 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,318,738 |
Interest on participant loans | 2017-12-31 | $29,505 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $109,671 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $121,312 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $705,577 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $664,811 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $664,811 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $339,333 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $935 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $143,557 |
Employer contributions (assets) at end of year | 2017-12-31 | $8,202 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $5,530 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $298,415 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MRPR GROUP P.C. |
Accountancy firm EIN | 2017-12-31 | 382141969 |
2016 : UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2016 401k financial data | ||
Total transfer of assets to this plan | 2016-12-31 | $990,787 |
Total transfer of assets from this plan | 2016-12-31 | $55,717 |
Total income from all sources (including contributions) | 2016-12-31 | $513,872 |
Total of all expenses incurred | 2016-12-31 | $235,693 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $232,099 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $261,318 |
Value of total assets at end of year | 2016-12-31 | $4,586,249 |
Value of total assets at beginning of year | 2016-12-31 | $3,373,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,594 |
Total interest from all sources | 2016-12-31 | $21,033 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $120,880 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $120,880 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $165,596 |
Participant contributions at end of year | 2016-12-31 | $465,671 |
Participant contributions at beginning of year | 2016-12-31 | $300,406 |
Participant contributions at end of year | 2016-12-31 | $10,187 |
Participant contributions at beginning of year | 2016-12-31 | $6,624 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $4,747 |
Administrative expenses (other) incurred | 2016-12-31 | $3,594 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $278,179 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,586,249 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,373,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,318,738 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,471,546 |
Interest on participant loans | 2016-12-31 | $21,033 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $121,312 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $664,811 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $590,627 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $590,627 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $110,223 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $418 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $90,975 |
Employer contributions (assets) at end of year | 2016-12-31 | $5,530 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,797 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $232,099 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MRPR GROUP P.C. |
Accountancy firm EIN | 2016-12-31 | 382141969 |
2015 : UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2015 401k financial data | ||
Total transfer of assets to this plan | 2015-12-31 | $8,153 |
Total income from all sources (including contributions) | 2015-12-31 | $267,507 |
Total of all expenses incurred | 2015-12-31 | $301,450 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $298,325 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $259,594 |
Value of total assets at end of year | 2015-12-31 | $3,373,000 |
Value of total assets at beginning of year | 2015-12-31 | $3,398,790 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,125 |
Total interest from all sources | 2015-12-31 | $21,814 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $176,173 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $176,173 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $162,151 |
Participant contributions at end of year | 2015-12-31 | $300,406 |
Participant contributions at beginning of year | 2015-12-31 | $307,948 |
Participant contributions at end of year | 2015-12-31 | $6,624 |
Participant contributions at beginning of year | 2015-12-31 | $5,640 |
Administrative expenses (other) incurred | 2015-12-31 | $3,125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-33,943 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,373,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,398,790 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,471,546 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,343,252 |
Interest on participant loans | 2015-12-31 | $21,723 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $590,627 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $737,849 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $737,849 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $91 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-190,074 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $97,443 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,797 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $4,101 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $298,325 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MRPR GROUP P.C. |
Accountancy firm EIN | 2015-12-31 | 382141969 |
2022: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |