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EMPLOYEE BENEFIT PLAN OF UBCR, L. L. C. UBCR, L.L.C. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UBCR, L. L. C. UBCR, L.L.C.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF UBCR, L. L. C. UBCR, L.L.C. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UBCR, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:UBCR, L.L.C.
Employer identification number (EIN):383372001
NAIC Classification:331310

Additional information about UBCR, L.L.C.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 1997-09-22
Company Identification Number: B15042
Legal Registered Office Address: SCHUPAN & SONS, INC. 2619 MILLER RD KALAMAZOO 490032408


United States of America (USA)

More information about UBCR, L.L.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UBCR, L. L. C. UBCR, L.L.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICK KRONSBEIN2024-07-26
0012022-01-01NICK KRONSBEIN2023-10-11
0012021-01-01NICK KRONSBEIN2022-07-25
0012020-01-01NICK KRONSBEIN2021-07-09
0012019-01-01NICK KRONSBEIN2020-07-07
0012018-01-01NICK KRONSBEIN2019-06-27
0012017-01-01NICKOLAS KRONSBEIN2018-06-26
0012016-01-01NICK KRONSBEIN2017-05-17
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ANGELA SCHAEFFER AS PRACTITIONER2013-07-16
0012011-01-01TAMARA PAVELEK2012-03-29
0012010-01-01JEFFREY SCHRAM2011-04-11

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UBCR, L. L. C. UBCR, L.L.C.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UBCR, L. L. C. UBCR, L.L.C.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF UBCR, L. L. C. UBCR, L.L.C. 2025 401k membership
Total number of particpants at beginning of year2025-07-2357
Total number of particpants at end of year2025-07-2358
Number of Participants With Account Balances2025-07-2353
2024: EMPLOYEE BENEFIT PLAN OF UBCR, L. L. C. UBCR, L.L.C. 2024 401k membership
Total number of particpants at beginning of year2024-07-2654
Total number of particpants at end of year2024-07-2657
Number of Participants With Account Balances2024-07-2653
2022: EMPLOYEE BENEFIT PLAN OF UBCR, L. L. C. UBCR, L.L.C. 2022 401k membership
Total number of particpants at beginning of year2022-07-2555
Total number of particpants at end of year2022-07-2553
Number of Participants With Account Balances2022-07-2552

Financial Data on EMPLOYEE BENEFIT PLAN OF UBCR, L. L. C. UBCR, L.L.C.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UBCR, L. L. C. UBCR, L.L.C. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-230
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-23116452
Net assets as of the end of the plan year2025-07-232978983
Total assets as of the beginning of the plan year2025-07-232513617
Value of plan covered by a fidelity bond2025-07-23500000
Participant contributions to plan in this plan year2025-07-23120462
Value of participant loans at end of plan year2025-07-23133833
Other expenses paid from plan in this plan year2025-07-230
Other contributions to plan in this plan year2025-07-230
Other income to plan in this plan year2025-07-23393605
Plan net income in this plan year2025-07-23465366
Net assets as of the end of the plan year2025-07-232978983
Net assets as of the beginning of the plan year2025-07-232513617
Employer contributions to plan in this plan year2025-07-2367751
Fees paid to broker by Benefit Provider2025-07-23109
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-232130
2024 : EMPLOYEE BENEFIT PLAN OF UBCR, L. L. C. UBCR, L.L.C. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-260
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-26183663
Net assets as of the end of the plan year2024-07-262513617
Total assets as of the beginning of the plan year2024-07-262128026
Value of plan covered by a fidelity bond2024-07-26500000
Participant contributions to plan in this plan year2024-07-26107249
Value of participant loans at end of plan year2024-07-26106770
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-26395850
Plan net income in this plan year2024-07-26385591
Net assets as of the end of the plan year2024-07-262513617
Net assets as of the beginning of the plan year2024-07-262128026
Employer contributions to plan in this plan year2024-07-2666155
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-26440
2022 : EMPLOYEE BENEFIT PLAN OF UBCR, L. L. C. UBCR, L.L.C. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-250
Total liabilities as of the end of the plan year2022-07-250
Total liabilities as of the beginning of the plan year2022-07-250
Total expenses incurred by plan in this plan year2022-07-2566983
Net assets as of the end of the plan year2022-07-252411936
Total assets as of the beginning of the plan year2022-07-251954272
Value of plan covered by a fidelity bond2022-07-25500000
Participant contributions to plan in this plan year2022-07-25142135
Value of participant loans at end of plan year2022-07-2567944
Other expenses paid from plan in this plan year2022-07-255852
Other contributions to plan in this plan year2022-07-255818
Other income to plan in this plan year2022-07-25302186
Plan net income in this plan year2022-07-25457664
Net assets as of the end of the plan year2022-07-252411936
Net assets as of the beginning of the plan year2022-07-251954272
Employer contributions to plan in this plan year2022-07-2574508
Fees paid to broker by Benefit Provider2022-07-25540

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