401k Plan data: UBG 401(K) - SERVICE & SUPPLY CO-OP plan

UBG 401(K) - SERVICE & SUPPLY CO-OP 401k Plan overview

Plan Name	UBG 401(K) - SERVICE & SUPPLY CO-OP
Plan identification number	002

UBG 401(K) - SERVICE & SUPPLY CO-OP 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

SERVICE & SUPPLY COOPERATIVE has sponsored the creation of one or more 401k plans.

Company Name: SERVICE & SUPPLY COOPERATIVE

Employer identification number (EIN): 430832916

NAIC Classification: 115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UBG 401(K) - SERVICE & SUPPLY CO-OP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 BRENT EVANS 2024-07-11
002 2022-01-01 PLAN SPONSOR 2023-07-13
002 2021-01-01
002 2020-01-01 C. MATT BISHOP 2021-09-20
002 2019-01-01 ROBERT SMITH 2020-05-26 ROBERT SMITH 2020-05-26
002 2018-01-01 ROBERT SMITH 2019-05-22 ROBERT SMITH 2019-05-22
002 2017-01-01 ROBERT SMITH 2018-07-25 ROBERT SMITH 2018-07-25
002 2016-01-01 ROBERT SMITH 2017-06-13
002 2014-01-01 ROBERT SMITH 2015-08-25 ROBERT SMITH 2015-08-25
002 2013-01-01 J. DONALD BROZ 2014-04-16
002 2012-01-01 J. DONALD BROZ 2013-09-12 J. DONALD BROZ 2013-09-12
002 2011-01-01 J. DONALD BROZ 2012-05-22
002 2010-01-01 J. DONALD BROZ
002 2009-01-01 J. DONALD BROZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	BRENT EVANS	2024-07-11
002	2022-01-01	PLAN SPONSOR	2023-07-13
002	2021-01-01
002	2020-01-01	C. MATT BISHOP	2021-09-20
002	2019-01-01	ROBERT SMITH	2020-05-26	ROBERT SMITH	2020-05-26
002	2018-01-01	ROBERT SMITH	2019-05-22	ROBERT SMITH	2019-05-22
002	2017-01-01	ROBERT SMITH	2018-07-25	ROBERT SMITH	2018-07-25
002	2016-01-01	ROBERT SMITH	2017-06-13
002	2014-01-01	ROBERT SMITH	2015-08-25	ROBERT SMITH	2015-08-25
002	2013-01-01	J. DONALD BROZ	2014-04-16
002	2012-01-01	J. DONALD BROZ	2013-09-12	J. DONALD BROZ	2013-09-12
002	2011-01-01	J. DONALD BROZ	2012-05-22
002	2010-01-01	J. DONALD BROZ
002	2009-01-01	J. DONALD BROZ

Plan Statistics for UBG 401(K) - SERVICE & SUPPLY CO-OP

401k plan membership statisitcs for UBG 401(K) - SERVICE & SUPPLY CO-OP

Measure Date Value
2025: UBG 401(K) - SERVICE & SUPPLY CO-OP 2025 401k membership
Total number of particpants at beginning of year 2025-06-30 83
Total number of particpants at end of year 2025-06-30 84
Number of Participants With Account Balances 2025-06-30 28
2024: UBG 401(K) - SERVICE & SUPPLY CO-OP 2024 401k membership
Total number of particpants at beginning of year 2024-07-11 77
Total number of particpants at end of year 2024-07-11 84
Number of Participants With Account Balances 2024-07-11 30
2022: UBG 401(K) - SERVICE & SUPPLY CO-OP 2022 401k membership
Total number of particpants at beginning of year 2022-08-31 68
Total number of particpants at end of year 2022-08-31 58
Number of Participants With Account Balances 2022-08-31 21
2010: UBG 401(K) - SERVICE & SUPPLY CO-OP 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: UBG 401(K) - SERVICE & SUPPLY CO-OP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: UBG 401(K) - SERVICE & SUPPLY CO-OP 2025 401k membership
Total number of particpants at beginning of year	2025-06-30	83
Total number of particpants at end of year	2025-06-30	84
Number of Participants With Account Balances	2025-06-30	28
2024: UBG 401(K) - SERVICE & SUPPLY CO-OP 2024 401k membership
Total number of particpants at beginning of year	2024-07-11	77
Total number of particpants at end of year	2024-07-11	84
Number of Participants With Account Balances	2024-07-11	30
2022: UBG 401(K) - SERVICE & SUPPLY CO-OP 2022 401k membership
Total number of particpants at beginning of year	2022-08-31	68
Total number of particpants at end of year	2022-08-31	58
Number of Participants With Account Balances	2022-08-31	21
2010: UBG 401(K) - SERVICE & SUPPLY CO-OP 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: UBG 401(K) - SERVICE & SUPPLY CO-OP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UBG 401(K) - SERVICE & SUPPLY CO-OP

Measure	Date	Value
2025 : UBG 401(K) - SERVICE & SUPPLY CO-OP 2025 401k financial data
Total transfers to/from plan in this plan year	2025-06-30	0
Total liabilities as of the end of the plan year	2025-06-30	0
Total liabilities as of the beginning of the plan year	2025-06-30	0
Total expenses incurred by plan in this plan year	2025-06-30	275946
Net assets as of the end of the plan year	2025-06-30	1198791
Total assets as of the beginning of the plan year	2025-06-30	1265619
Value of plan covered by a fidelity bond	2025-06-30	125000
Participant contributions to plan in this plan year	2025-06-30	96590
Value of participant loans at end of plan year	2025-06-30	1924
Other expenses paid from plan in this plan year	2025-06-30	0
Other contributions to plan in this plan year	2025-06-30	0
Other income to plan in this plan year	2025-06-30	112528
Plan net income in this plan year	2025-06-30	-66828
Net assets as of the end of the plan year	2025-06-30	1198791
Net assets as of the beginning of the plan year	2025-06-30	1265619
Employer contributions to plan in this plan year	2025-06-30	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-30	4045
2024 : UBG 401(K) - SERVICE & SUPPLY CO-OP 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-11	0
Total liabilities as of the end of the plan year	2024-07-11	0
Total liabilities as of the beginning of the plan year	2024-07-11	0
Total expenses incurred by plan in this plan year	2024-07-11	112110
Net assets as of the end of the plan year	2024-07-11	1265619
Total assets as of the beginning of the plan year	2024-07-11	968906
Value of plan covered by a fidelity bond	2024-07-11	125000
Participant contributions to plan in this plan year	2024-07-11	260438
Value of participant loans at end of plan year	2024-07-11	2751
Other expenses paid from plan in this plan year	2024-07-11	0
Other contributions to plan in this plan year	2024-07-11	0
Other income to plan in this plan year	2024-07-11	148385
Plan net income in this plan year	2024-07-11	296713
Net assets as of the end of the plan year	2024-07-11	1265619
Net assets as of the beginning of the plan year	2024-07-11	968906
Employer contributions to plan in this plan year	2024-07-11	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-11	3011
2022 : UBG 401(K) - SERVICE & SUPPLY CO-OP 2022 401k financial data
Total transfers to/from plan in this plan year	2022-08-31	0
Total liabilities as of the end of the plan year	2022-08-31	0
Total liabilities as of the beginning of the plan year	2022-08-31	0
Total expenses incurred by plan in this plan year	2022-08-31	106441
Net assets as of the end of the plan year	2022-08-31	756968
Total assets as of the beginning of the plan year	2022-08-31	766374
Value of plan covered by a fidelity bond	2022-08-31	100000
Participant contributions to plan in this plan year	2022-08-31	30596
Other expenses paid from plan in this plan year	2022-08-31	8248
Other contributions to plan in this plan year	2022-08-31	0
Other income to plan in this plan year	2022-08-31	66439
Plan net income in this plan year	2022-08-31	-9406
Net assets as of the end of the plan year	2022-08-31	756968
Net assets as of the beginning of the plan year	2022-08-31	766374
Employer contributions to plan in this plan year	2022-08-31	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-31	0
2010 : UBG 401(K) - SERVICE & SUPPLY CO-OP 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$44,075
Expenses. Total of all expenses incurred	2010-12-31	$775
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$79,170
Total plan assets at beginning of year	2010-12-31	$35,870
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$34,666
Expenses. Other expenses not covered elsewhere	2010-12-31	$775
Other income received	2010-12-31	$9,409
Net income (gross income less expenses)	2010-12-31	$43,300
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$79,170
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$35,870
Total contributions received or receivable from employer(s)	2010-12-31	$0

Form 5500 Responses for UBG 401(K) - SERVICE & SUPPLY CO-OP

2010: UBG 401(K) - SERVICE & SUPPLY CO-OP 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UBG 401(K) - SERVICE & SUPPLY CO-OP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SERVICE & SUPPLY COOPERATIVE
Employer identification number (EIN):	430832916
NAIC Classification:	115110