UNITED PROPERTY MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED PROPERTY MANAGEMENT EMPLOYEES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : UNITED PROPERTY MANAGEMENT EMPLOYEES 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-10 | 76164 |
| Net assets as of the end of the plan year | 2025-07-10 | 2041667 |
| Total assets as of the beginning of the plan year | 2025-07-10 | 1822920 |
| Value of plan covered by a fidelity bond | 2025-07-10 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-10 | 80462 |
| Value of participant loans at end of plan year | 2025-07-10 | 59856 |
| Other income to plan in this plan year | 2025-07-10 | 168725 |
| Plan net income in this plan year | 2025-07-10 | 218747 |
| Net assets as of the end of the plan year | 2025-07-10 | 2041667 |
| Net assets as of the beginning of the plan year | 2025-07-10 | 1822920 |
| Value of funding deficiency | 2025-07-10 | 0 |
| Employer contributions to plan in this plan year | 2025-07-10 | 45724 |
| Fees paid to broker by Benefit Provider | 2025-07-10 | 7418 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-10 | 790 |
| 2024 : UNITED PROPERTY MANAGEMENT EMPLOYEES 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-08 | 36224 |
| Net assets as of the end of the plan year | 2024-07-08 | 1822920 |
| Total assets as of the beginning of the plan year | 2024-07-08 | 1532269 |
| Value of plan covered by a fidelity bond | 2024-07-08 | 250000 |
| Participant contributions to plan in this plan year | 2024-07-08 | 75003 |
| Value of participant loans at end of plan year | 2024-07-08 | 65631 |
| Other contributions to plan in this plan year | 2024-07-08 | 5782 |
| Other income to plan in this plan year | 2024-07-08 | 200235 |
| Plan net income in this plan year | 2024-07-08 | 290651 |
| Net assets as of the end of the plan year | 2024-07-08 | 1822920 |
| Net assets as of the beginning of the plan year | 2024-07-08 | 1532269 |
| Value of funding deficiency | 2024-07-08 | 0 |
| Employer contributions to plan in this plan year | 2024-07-08 | 45855 |
| Fees paid to broker by Benefit Provider | 2024-07-08 | 6215 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-08 | 1062 |
| 2022 : UNITED PROPERTY MANAGEMENT EMPLOYEES 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-16 | 79922 |
| Net assets as of the end of the plan year | 2022-09-16 | 1718039 |
| Total assets as of the beginning of the plan year | 2022-09-16 | 1538687 |
| Value of plan covered by a fidelity bond | 2022-09-16 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-16 | 59648 |
| Value of participant loans at end of plan year | 2022-09-16 | 24544 |
| Other income to plan in this plan year | 2022-09-16 | 163623 |
| Plan net income in this plan year | 2022-09-16 | 179352 |
| Net assets as of the end of the plan year | 2022-09-16 | 1718039 |
| Net assets as of the beginning of the plan year | 2022-09-16 | 1538687 |
| Value of funding deficiency | 2022-09-16 | 0 |
| Employer contributions to plan in this plan year | 2022-09-16 | 36003 |
| Fees paid to broker by Benefit Provider | 2022-09-16 | 6312 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-16 | 750 |
| 2011 : UNITED PROPERTY MANAGEMENT EMPLOYEES 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $91,242 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $9,497 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,475 |
| Total plan assets at end of year | 2011-12-31 | $672,931 |
| Total plan assets at beginning of year | 2011-12-31 | $591,186 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $57,018 |
| Other income received | 2011-12-31 | $3,460 |
| Net income (gross income less expenses) | 2011-12-31 | $81,745 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $672,931 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $591,186 |
| Assets. Value of participant loans | 2011-12-31 | $32,250 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $30,764 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $7,022 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : UNITED PROPERTY MANAGEMENT EMPLOYEES 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $146,366 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $178,273 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $172,362 |
| Total plan assets at end of year | 2010-12-31 | $591,186 |
| Total plan assets at beginning of year | 2010-12-31 | $623,093 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $57,251 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $5,911 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $959 |
| Other income received | 2010-12-31 | $56,816 |
| Net income (gross income less expenses) | 2010-12-31 | $-31,907 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $591,186 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $623,093 |
| Assets. Value of participant loans | 2010-12-31 | $36,933 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $31,340 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : UNITED PROPERTY MANAGEMENT EMPLOYEES 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2011: UNITED PROPERTY MANAGEMENT EMPLOYEES 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: UNITED PROPERTY MANAGEMENT EMPLOYEES 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
