401k Plan data: UNIVERSAL INDUSTRIES, INC. 401(K) PLAN plan

UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 401k Plan overview

Plan Name	UNIVERSAL INDUSTRIES, INC. 401(K) PLAN
Plan identification number	003

UNIVERSAL INDUSTRIES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BIERSCH, INC. - UNIVERSAL INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BIERSCH, INC. - UNIVERSAL INDUSTRIES, INC.

Employer identification number (EIN): 421462736

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSAL INDUSTRIES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 DEAN BIERSCHENK 2023-07-12
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 DEAN BIERSCHENK
003 2017-01-01 CAROLYN PETERSON 2018-06-11
003 2016-01-01 CAROLYN PETERSON 2017-07-21
003 2015-01-01 CAROLYN PETERSON 2016-07-27
003 2014-01-01 CAROLYN PETERSON 2015-07-30
003 2013-01-01 CAROLYN PETERSON 2014-07-11
003 2012-01-01 CAROLYN PETERSON 2013-07-24
003 2011-01-01 CAROLYN PETERSON 2012-06-16
003 2010-01-01 CAROLYN PETERSON 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	DEAN BIERSCHENK	2023-07-12
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01	DEAN BIERSCHENK
003	2017-01-01	CAROLYN PETERSON	2018-06-11
003	2016-01-01	CAROLYN PETERSON	2017-07-21
003	2015-01-01	CAROLYN PETERSON	2016-07-27
003	2014-01-01	CAROLYN PETERSON	2015-07-30
003	2013-01-01	CAROLYN PETERSON	2014-07-11
003	2012-01-01	CAROLYN PETERSON	2013-07-24
003	2011-01-01	CAROLYN PETERSON	2012-06-16
003	2010-01-01	CAROLYN PETERSON	2011-07-26

Plan Statistics for UNIVERSAL INDUSTRIES, INC. 401(K) PLAN

401k plan membership statisitcs for UNIVERSAL INDUSTRIES, INC. 401(K) PLAN

Measure Date Value
2021: UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 44
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 21
Total of all active and inactive participants 2021-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 66
Number of participants with account balances 2021-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 54
Number of retired or separated participants receiving benefits 2020-01-01 18
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 72
Number of participants with account balances 2020-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 41
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 18
Total of all active and inactive participants 2019-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 59
Number of participants with account balances 2019-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 34
Number of retired or separated participants receiving benefits 2018-01-01 22
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 56
Number of participants with account balances 2018-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2021: UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	44
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	21
Total of all active and inactive participants	2021-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	66
Number of participants with account balances	2021-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	54
Number of retired or separated participants receiving benefits	2020-01-01	18
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	72
Number of participants with account balances	2020-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	41
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	18
Total of all active and inactive participants	2019-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	59
Number of participants with account balances	2019-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	34
Number of retired or separated participants receiving benefits	2018-01-01	22
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	56
Number of participants with account balances	2018-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on UNIVERSAL INDUSTRIES, INC. 401(K) PLAN

Measure	Date	Value
2021 : UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,323,751
Expenses. Total of all expenses incurred	2021-12-31	$1,426,785
Benefits paid (including direct rollovers)	2021-12-31	$1,416,579
Total plan assets at end of year	2021-12-31	$7,083,957
Total plan assets at beginning of year	2021-12-31	$7,186,991
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$334,779
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$812,065
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-103,034
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,083,957
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,186,991
Total contributions received or receivable from employer(s)	2021-12-31	$176,907
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$10,206
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,705,547
Expenses. Total of all expenses incurred	2020-12-31	$896,145
Benefits paid (including direct rollovers)	2020-12-31	$895,865
Total plan assets at end of year	2020-12-31	$7,186,991
Total plan assets at beginning of year	2020-12-31	$6,377,589
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$324,975
Other income received	2020-12-31	$1,191,441
Net income (gross income less expenses)	2020-12-31	$809,402
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,186,991
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,377,589
Total contributions received or receivable from employer(s)	2020-12-31	$189,131
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,523,049
Expenses. Total of all expenses incurred	2019-12-31	$836,369
Benefits paid (including direct rollovers)	2019-12-31	$835,964
Total plan assets at end of year	2019-12-31	$6,377,589
Total plan assets at beginning of year	2019-12-31	$5,690,909
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$237,719
Other income received	2019-12-31	$1,150,872
Net income (gross income less expenses)	2019-12-31	$686,680
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,377,589
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,690,909
Total contributions received or receivable from employer(s)	2019-12-31	$134,458
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$31,132
Expenses. Total of all expenses incurred	2018-12-31	$282,698
Benefits paid (including direct rollovers)	2018-12-31	$282,363
Total plan assets at end of year	2018-12-31	$5,690,909
Total plan assets at beginning of year	2018-12-31	$5,942,475
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$296,168
Other income received	2018-12-31	$-430,351
Net income (gross income less expenses)	2018-12-31	$-251,566
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,690,909
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,942,475
Total contributions received or receivable from employer(s)	2018-12-31	$165,315
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$335
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0

Form 5500 Responses for UNIVERSAL INDUSTRIES, INC. 401(K) PLAN

2021: UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 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: UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 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: UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 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: UNIVERSAL INDUSTRIES, INC. 401(K) PLAN 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

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Company Name:	BIERSCH, INC. - UNIVERSAL INDUSTRIES, INC.
Employer identification number (EIN):	421462736
NAIC Classification:	332900