401k Plan data: UNITED BUSINESS MAIL 401K PLAN & TRUST plan

UNITED BUSINESS MAIL 401K PLAN & TRUST 401k Plan overview

Plan Name	UNITED BUSINESS MAIL 401K PLAN & TRUST
Plan identification number	001

UNITED BUSINESS MAIL 401K PLAN & TRUST 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.
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

UNITED BUSINESS MAIL has sponsored the creation of one or more 401k plans.

Company Name: UNITED BUSINESS MAIL

Employer identification number (EIN): 411575336

NAIC Classification: 561430

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED BUSINESS MAIL 401K PLAN & TRUST

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
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARK WINTER WILLIAM WETZEL 2018-10-11
001 2016-01-01 WILLIAM WETZEL MARK WINTER 2017-10-13
001 2015-01-01 MARK WINTER
001 2014-01-01 BILL WETZEL KELLY SANGER 2015-10-09
001 2013-01-01 BILL WETZEL
001 2012-01-01 BILL WETZEL 2013-07-29
001 2011-01-01 BILL WETZEL 2012-07-05
001 2010-01-01 BILL WETZEL 2011-07-26

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
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARK WINTER		WILLIAM WETZEL	2018-10-11
001	2016-01-01	WILLIAM WETZEL		MARK WINTER	2017-10-13
001	2015-01-01	MARK WINTER
001	2014-01-01	BILL WETZEL		KELLY SANGER	2015-10-09
001	2013-01-01	BILL WETZEL
001	2012-01-01	BILL WETZEL	2013-07-29
001	2011-01-01	BILL WETZEL	2012-07-05
001	2010-01-01	BILL WETZEL	2011-07-26

Plan Statistics for UNITED BUSINESS MAIL 401K PLAN & TRUST

401k plan membership statisitcs for UNITED BUSINESS MAIL 401K PLAN & TRUST

Measure Date Value
2022: UNITED BUSINESS MAIL 401K PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 244
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 35
Total of all active and inactive participants 2022-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 279
Number of participants with account balances 2022-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UNITED BUSINESS MAIL 401K PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 299
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 183
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 47
Total of all active and inactive participants 2021-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 230
Number of participants with account balances 2021-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UNITED BUSINESS MAIL 401K PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 176
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 107
Total of all active and inactive participants 2020-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 284
Number of participants with account balances 2020-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNITED BUSINESS MAIL 401K PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 261
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 60
Total of all active and inactive participants 2019-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 322
Number of participants with account balances 2019-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UNITED BUSINESS MAIL 401K PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 151
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 38
Total of all active and inactive participants 2018-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 189
Number of participants with account balances 2018-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UNITED BUSINESS MAIL 401K PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 177
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 199
Number of participants with account balances 2017-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UNITED BUSINESS MAIL 401K PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 177
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 22
Total of all active and inactive participants 2016-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 199
Number of participants with account balances 2016-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNITED BUSINESS MAIL 401K PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 160
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 24
Total of all active and inactive participants 2015-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 184
Number of participants with account balances 2015-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNITED BUSINESS MAIL 401K PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 167
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 182
Number of participants with account balances 2014-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNITED BUSINESS MAIL 401K PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 140
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 8
Total of all active and inactive participants 2013-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 148
Number of participants with account balances 2013-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2022: UNITED BUSINESS MAIL 401K PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	244
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	35
Total of all active and inactive participants	2022-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	279
Number of participants with account balances	2022-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UNITED BUSINESS MAIL 401K PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	299
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	183
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	47
Total of all active and inactive participants	2021-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	230
Number of participants with account balances	2021-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UNITED BUSINESS MAIL 401K PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	176
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	107
Total of all active and inactive participants	2020-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	284
Number of participants with account balances	2020-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNITED BUSINESS MAIL 401K PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	261
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	60
Total of all active and inactive participants	2019-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	322
Number of participants with account balances	2019-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UNITED BUSINESS MAIL 401K PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	151
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	38
Total of all active and inactive participants	2018-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	189
Number of participants with account balances	2018-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNITED BUSINESS MAIL 401K PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	177
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	199
Number of participants with account balances	2017-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNITED BUSINESS MAIL 401K PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	177
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	22
Total of all active and inactive participants	2016-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	199
Number of participants with account balances	2016-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNITED BUSINESS MAIL 401K PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	160
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	24
Total of all active and inactive participants	2015-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	184
Number of participants with account balances	2015-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNITED BUSINESS MAIL 401K PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	167
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	182
Number of participants with account balances	2014-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNITED BUSINESS MAIL 401K PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	140
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	8
Total of all active and inactive participants	2013-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	148
Number of participants with account balances	2013-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on UNITED BUSINESS MAIL 401K PLAN & TRUST

Measure	Date	Value
2022 : UNITED BUSINESS MAIL 401K PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-259,909
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$105,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$71,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$530,471
Value of total assets at end of year	2022-12-31	$4,937,959
Value of total assets at beginning of year	2022-12-31	$5,303,751
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$34,709
Total interest from all sources	2022-12-31	$1,197
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$231,055
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	$231,055
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$349,505
Participant contributions at end of year	2022-12-31	$40,511
Participant contributions at beginning of year	2022-12-31	$22,752
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	$-365,792
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,937,959
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,303,751
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
Investment advisory and management fees	2022-12-31	$19,488
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,711,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,208,136
Interest on participant loans	2022-12-31	$1,197
Value of interest in common/collective trusts at end of year	2022-12-31	$185,859
Value of interest in common/collective trusts at beginning of year	2022-12-31	$72,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,024,886
Net investment gain or loss from common/collective trusts	2022-12-31	$2,254
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	Yes
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	$180,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$71,174
Contract administrator fees	2022-12-31	$15,221
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	FROEHLING ANDERSON
Accountancy firm EIN	2022-12-31	411384792
2021 : UNITED BUSINESS MAIL 401K PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,122,032
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$295,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$247,338
Expenses. Certain deemed distributions of participant loans	2021-12-31	$5,515
Value of total corrective distributions	2021-12-31	$65
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$500,587
Value of total assets at end of year	2021-12-31	$5,303,751
Value of total assets at beginning of year	2021-12-31	$4,477,165
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$42,528
Total interest from all sources	2021-12-31	$1,965
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$326,403
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	$326,403
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	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	$322,289
Participant contributions at end of year	2021-12-31	$22,752
Participant contributions at beginning of year	2021-12-31	$46,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$826,586
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,303,751
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,477,165
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
Investment advisory and management fees	2021-12-31	$19,003
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,208,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,357,922
Interest on participant loans	2021-12-31	$1,965
Value of interest in common/collective trusts at end of year	2021-12-31	$72,863
Value of interest in common/collective trusts at beginning of year	2021-12-31	$72,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$292,014
Net investment gain or loss from common/collective trusts	2021-12-31	$1,063
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	No
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	$178,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$247,338
Contract administrator fees	2021-12-31	$23,525
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	FROEHLING ANDERSON
Accountancy firm EIN	2021-12-31	412094554
2020 : UNITED BUSINESS MAIL 401K PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,100,599
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$267,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$227,471
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$512,928
Value of total assets at end of year	2020-12-31	$4,477,165
Value of total assets at beginning of year	2020-12-31	$3,643,870
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$36,705
Total interest from all sources	2020-12-31	$2,559
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$166,126
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	$166,126
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	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	$304,545
Participant contributions at end of year	2020-12-31	$46,956
Participant contributions at beginning of year	2020-12-31	$54,855
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$31,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$833,295
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,477,165
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,643,870
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
Investment advisory and management fees	2020-12-31	$14,251
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,357,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,589,001
Interest on participant loans	2020-12-31	$2,559
Value of interest in common/collective trusts at end of year	2020-12-31	$72,287
Value of interest in common/collective trusts at beginning of year	2020-12-31	$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$418,506
Net investment gain or loss from common/collective trusts	2020-12-31	$480
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	No
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	$176,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$227,471
Contract administrator fees	2020-12-31	$22,454
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	Unqualified
Accountancy firm name	2020-12-31	FROEHLING ANDERSON
Accountancy firm EIN	2020-12-31	412094554
2019 : UNITED BUSINESS MAIL 401K PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,103,825
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$445,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$409,229
Expenses. Certain deemed distributions of participant loans	2019-12-31	$8,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$501,195
Value of total assets at end of year	2019-12-31	$3,643,870
Value of total assets at beginning of year	2019-12-31	$2,985,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$27,193
Total interest from all sources	2019-12-31	$3,490
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$140,963
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	$140,963
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	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	$302,706
Participant contributions at end of year	2019-12-31	$54,855
Participant contributions at beginning of year	2019-12-31	$96,124
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$16,627
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	$658,428
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,643,870
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,985,442
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
Investment advisory and management fees	2019-12-31	$12,365
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,589,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,889,305
Interest on participant loans	2019-12-31	$3,490
Value of interest in common/collective trusts at end of year	2019-12-31	$14
Value of interest in common/collective trusts at beginning of year	2019-12-31	$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$458,177
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	$181,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$409,229
Contract administrator fees	2019-12-31	$14,828
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	FROEHLING ANDERSON
Accountancy firm EIN	2019-12-31	412094554
2018 : UNITED BUSINESS MAIL 401K PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$309,497
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$155,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$127,892
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$443,527
Value of total assets at end of year	2018-12-31	$2,985,442
Value of total assets at beginning of year	2018-12-31	$2,831,782
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$26,905
Total interest from all sources	2018-12-31	$3,345
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$134,687
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	$134,687
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$275,140
Participant contributions at end of year	2018-12-31	$96,124
Participant contributions at beginning of year	2018-12-31	$44,478
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$13,776
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	$153,660
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,985,442
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,831,782
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
Investment advisory and management fees	2018-12-31	$11,627
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,889,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,773,515
Interest on participant loans	2018-12-31	$3,345
Value of interest in common/collective trusts at end of year	2018-12-31	$13
Value of interest in common/collective trusts at beginning of year	2018-12-31	$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-272,062
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	Yes
Contributions received in cash from employer	2018-12-31	$168,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$127,892
Contract administrator fees	2018-12-31	$15,278
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	FROEHLING ANDERSON
Accountancy firm EIN	2018-12-31	411384792
2017 : UNITED BUSINESS MAIL 401K PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$991,352
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$204,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$171,986
Expenses. Certain deemed distributions of participant loans	2017-12-31	$9,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$626,955
Value of total assets at end of year	2017-12-31	$2,831,782
Value of total assets at beginning of year	2017-12-31	$2,044,990
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$23,300
Total interest from all sources	2017-12-31	$2,573
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$76,699
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	$76,699
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	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$256,722
Participant contributions at end of year	2017-12-31	$44,478
Participant contributions at beginning of year	2017-12-31	$83,639
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$222,065
Total non interest bearing cash at end of year	2017-12-31	$13,776
Total non interest bearing cash at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$786,792
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,831,782
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,044,990
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
Investment advisory and management fees	2017-12-31	$8,735
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,773,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,961,338
Interest on participant loans	2017-12-31	$2,573
Value of interest in common/collective trusts at end of year	2017-12-31	$13
Value of interest in common/collective trusts at beginning of year	2017-12-31	$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$285,125
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	$148,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$171,986
Contract administrator fees	2017-12-31	$14,565
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	Yes
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	FROEHLING ANDERSON
Accountancy firm EIN	2017-12-31	411384792
2016 : UNITED BUSINESS MAIL 401K PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$166
Total income from all sources (including contributions)	2016-12-31	$471,569
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$216,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$194,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$418,217
Value of total assets at end of year	2016-12-31	$2,044,990
Value of total assets at beginning of year	2016-12-31	$1,790,169
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,269
Total interest from all sources	2016-12-31	$3,282
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$69,576
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	$69,576
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	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$270,255
Participant contributions at end of year	2016-12-31	$83,639
Participant contributions at beginning of year	2016-12-31	$110,320
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$166
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$811
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	$254,987
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,044,990
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,790,003
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	$1,961,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,679,038
Interest on participant loans	2016-12-31	$3,282
Value of interest in common/collective trusts at end of year	2016-12-31	$13
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-19,518
Net investment gain or loss from common/collective trusts	2016-12-31	$12
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	$147,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$194,313
Contract administrator fees	2016-12-31	$22,269
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	Yes
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	FROEHLING ANDERSON
Accountancy firm EIN	2016-12-31	411384792
2015 : UNITED BUSINESS MAIL 401K PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$156
Total income from all sources (including contributions)	2015-12-31	$367,887
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$629,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$598,915
Expenses. Certain deemed distributions of participant loans	2015-12-31	$5,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$358,776
Value of total assets at end of year	2015-12-31	$1,790,169
Value of total assets at beginning of year	2015-12-31	$2,052,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$24,947
Total interest from all sources	2015-12-31	$3,713
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$53,637
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	$53,637
Administrative expenses professional fees incurred	2015-12-31	$9,250
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$226,982
Participant contributions at end of year	2015-12-31	$110,320
Participant contributions at beginning of year	2015-12-31	$127,407
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$4,692
Liabilities. Value of operating payables at end of year	2015-12-31	$166
Liabilities. Value of operating payables at beginning of year	2015-12-31	$156
Total non interest bearing cash at end of year	2015-12-31	$811
Total non interest bearing cash at beginning of year	2015-12-31	$156
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	$-261,967
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,790,003
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,051,970
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	$1,679,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,924,563
Interest on participant loans	2015-12-31	$3,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-48,239
Net investment gain or loss from common/collective trusts	2015-12-31	$0
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	$127,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$598,915
Contract administrator fees	2015-12-31	$15,697
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	FROEHLING ANDERSON
Accountancy firm EIN	2015-12-31	411384792
2014 : UNITED BUSINESS MAIL 401K PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$150
Total income from all sources (including contributions)	2014-12-31	$428,563
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$220,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$154,279
Expenses. Certain deemed distributions of participant loans	2014-12-31	$45,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$353,736
Value of total assets at end of year	2014-12-31	$2,052,126
Value of total assets at beginning of year	2014-12-31	$1,843,845
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$20,830
Total interest from all sources	2014-12-31	$7,805
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$81,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$81,092
Administrative expenses professional fees incurred	2014-12-31	$8,750
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$214,908
Participant contributions at end of year	2014-12-31	$127,407
Participant contributions at beginning of year	2014-12-31	$186,748
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$10,033
Liabilities. Value of operating payables at end of year	2014-12-31	$156
Liabilities. Value of operating payables at beginning of year	2014-12-31	$150
Total non interest bearing cash at end of year	2014-12-31	$156
Total non interest bearing cash at beginning of year	2014-12-31	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$208,275
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,051,970
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,843,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,924,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,656,947
Interest on participant loans	2014-12-31	$7,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-14,070
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$128,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$154,279
Contract administrator fees	2014-12-31	$12,080
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FROEHLING ANDERSON
Accountancy firm EIN	2014-12-31	411384792
2013 : UNITED BUSINESS MAIL 401K PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$499,231
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$83,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$74,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$314,755
Value of total assets at end of year	2013-12-31	$1,843,845
Value of total assets at beginning of year	2013-12-31	$1,427,977
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8,594
Total interest from all sources	2013-12-31	$6,013
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$46,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$46,540
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$189,321
Participant contributions at end of year	2013-12-31	$186,748
Participant contributions at beginning of year	2013-12-31	$132,649
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$17,034
Other income not declared elsewhere	2013-12-31	$151
Liabilities. Value of operating payables at end of year	2013-12-31	$150
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$150
Total non interest bearing cash at beginning of year	2013-12-31	$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	2013-12-31	No
Value of net income/loss	2013-12-31	$415,718
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,843,695
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,427,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,656,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,295,328
Interest on participant loans	2013-12-31	$6,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$131,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$108,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$74,919
Contract administrator fees	2013-12-31	$8,594
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FROEHLING ANDERSON
Accountancy firm EIN	2013-12-31	411384792

Form 5500 Responses for UNITED BUSINESS MAIL 401K PLAN & TRUST

2022: UNITED BUSINESS MAIL 401K PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNITED BUSINESS MAIL 401K PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNITED BUSINESS MAIL 401K PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED BUSINESS MAIL 401K PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNITED BUSINESS MAIL 401K PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED BUSINESS MAIL 401K PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED BUSINESS MAIL 401K PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED BUSINESS MAIL 401K PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED BUSINESS MAIL 401K PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNITED BUSINESS MAIL 401K PLAN & TRUST 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	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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

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 BUSINESS MAIL
Employer identification number (EIN):	411575336
NAIC Classification:	561430