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UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameUNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN
Plan identification number 001

UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNITED SERVICE AGENTS USA, LLC has sponsored the creation of one or more 401k plans.

Company Name:UNITED SERVICE AGENTS USA, LLC
Employer identification number (EIN):411953451
NAIC Classification:423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JENNIFER KELLY2023-08-11
0012021-01-01
0012020-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DEAN STANTON
0012013-01-01DEAN STANTON
0012012-01-01DEAN STANTON
0012011-01-01DEAN STANTON
0012010-01-01DEAN STANTON
0012009-01-01DEAN STANTON

Plan Statistics for UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Number of participants with account balances2014-01-0118
2013: UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0119
Number of participants with account balances2013-01-0119
2012: UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0120
Total participants2012-01-0120
Number of participants with account balances2012-01-0120
2011: UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0122
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0121
Total participants2011-01-0121
Number of participants with account balances2011-01-0121
2010: UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0123
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-0122
Total participants2010-01-0122
Number of participants with account balances2010-01-0122
2009: UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0125
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0123
Total participants2009-01-0123
Number of participants with account balances2009-01-0123

Financial Data on UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$197,975
Expenses. Total of all expenses incurred2014-12-31$62,899
Benefits paid (including direct rollovers)2014-12-31$62,899
Total plan assets at end of year2014-12-31$1,695,083
Total plan assets at beginning of year2014-12-31$1,560,007
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$87,497
Other income received2014-12-31$85,476
Net income (gross income less expenses)2014-12-31$135,076
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,695,083
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,560,007
Total contributions received or receivable from employer(s)2014-12-31$25,002
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$352,413
Expenses. Total of all expenses incurred2013-12-31$3,363
Benefits paid (including direct rollovers)2013-12-31$3,363
Total plan assets at end of year2013-12-31$1,560,007
Total plan assets at beginning of year2013-12-31$1,210,957
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$82,437
Other income received2013-12-31$246,378
Net income (gross income less expenses)2013-12-31$349,050
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,560,007
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,210,957
Total contributions received or receivable from employer(s)2013-12-31$23,598
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$224,118
Expenses. Total of all expenses incurred2012-12-31$30,837
Benefits paid (including direct rollovers)2012-12-31$30,837
Total plan assets at end of year2012-12-31$1,210,957
Total plan assets at beginning of year2012-12-31$1,017,676
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$81,731
Other income received2012-12-31$117,206
Net income (gross income less expenses)2012-12-31$193,281
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,210,957
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,017,676
Total contributions received or receivable from employer(s)2012-12-31$25,181
2011 : UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$78,038
Expenses. Total of all expenses incurred2011-12-31$40,077
Benefits paid (including direct rollovers)2011-12-31$40,077
Total plan assets at end of year2011-12-31$1,017,676
Total plan assets at beginning of year2011-12-31$979,715
Value of fidelity bond covering the plan2011-12-31$125,000
Total contributions received or receivable from participants2011-12-31$77,194
Other income received2011-12-31$-22,207
Net income (gross income less expenses)2011-12-31$37,961
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,017,676
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$979,715
Total contributions received or receivable from employer(s)2011-12-31$23,051
2010 : UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$203,183
Expenses. Total of all expenses incurred2010-12-31$611
Benefits paid (including direct rollovers)2010-12-31$611
Total plan assets at end of year2010-12-31$979,715
Total plan assets at beginning of year2010-12-31$777,143
Value of fidelity bond covering the plan2010-12-31$125,000
Total contributions received or receivable from participants2010-12-31$75,805
Contributions received from other sources (not participants or employers)2010-12-31$4,561
Other income received2010-12-31$99,878
Net income (gross income less expenses)2010-12-31$202,572
Net plan assets at end of year (total assets less liabilities)2010-12-31$979,715
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$777,143
Total contributions received or receivable from employer(s)2010-12-31$22,939

Form 5500 Responses for UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN

2014: UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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