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THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameTHE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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

THE UNITED GROUP OF NATIONAL PAPER DISTRIBUTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE UNITED GROUP OF NATIONAL PAPER DISTRIBUTORS, INC.
Employer identification number (EIN):720972056
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JEFF ALBRITTON2019-10-04
0012018-01-01JEFF ALBRITTON2019-12-02
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JEFF ALBRITTON
0012013-01-01JEFF ALBRITTON
0012012-01-01JEFF ALBRITTON
0012011-01-01JEFF ALBRITTON
0012010-01-01JEFF ALBRITTON
0012009-01-01JEFF ALBRITTON JEFF ALBRITTON2010-10-06

Financial Data on THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-050
Total liabilities as of the beginning of the plan year2025-06-050
Total expenses incurred by plan in this plan year2025-06-05399174
Net assets as of the end of the plan year2025-06-05783077
Total assets as of the beginning of the plan year2025-06-05972909
Value of plan covered by a fidelity bond2025-06-05150000
Participant contributions to plan in this plan year2025-06-0566753
Value of participant loans at end of plan year2025-06-0550930
Other income to plan in this plan year2025-06-0562020
Plan net income in this plan year2025-06-05-189832
Net assets as of the end of the plan year2025-06-05783077
Net assets as of the beginning of the plan year2025-06-05972909
Employer contributions to plan in this plan year2025-06-0580569
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-055207
2024 : THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-06-260
Total liabilities as of the beginning of the plan year2024-06-260
Total expenses incurred by plan in this plan year2024-06-26325395
Net assets as of the end of the plan year2024-06-26972909
Total assets as of the beginning of the plan year2024-06-261078028
Value of plan covered by a fidelity bond2024-06-26150000
Participant contributions to plan in this plan year2024-06-2658600
Value of participant loans at end of plan year2024-06-2651332
Other income to plan in this plan year2024-06-2681083
Plan net income in this plan year2024-06-26-105119
Net assets as of the end of the plan year2024-06-26972909
Net assets as of the beginning of the plan year2024-06-261078028
Value of contributions failed to transmitted timely2024-06-263200
Employer contributions to plan in this plan year2024-06-2680593
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-264480
2022 : THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total liabilities as of the end of the plan year2022-03-090
Total liabilities as of the beginning of the plan year2022-03-090
Total expenses incurred by plan in this plan year2022-03-094045
Net assets as of the end of the plan year2022-03-091033108
Total assets as of the beginning of the plan year2022-03-09846434
Value of plan covered by a fidelity bond2022-03-09150000
Participant contributions to plan in this plan year2022-03-0949050
Value of participant loans at end of plan year2022-03-0950591
Other contributions to plan in this plan year2022-03-090
Other income to plan in this plan year2022-03-0974348
Plan net income in this plan year2022-03-09186674
Net assets as of the end of the plan year2022-03-091033108
Net assets as of the beginning of the plan year2022-03-09846434
Employer contributions to plan in this plan year2022-03-0967321
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-094045
2018 : THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$88,804
Expenses. Total of all expenses incurred2018-12-31$38,191
Benefits paid (including direct rollovers)2018-12-31$29,247
Total plan assets at end of year2018-12-31$1,505,791
Total plan assets at beginning of year2018-12-31$1,455,178
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$58,918
Other income received2018-12-31$-54,485
Net income (gross income less expenses)2018-12-31$50,613
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,505,791
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,455,178
Assets. Value of participant loans2018-12-31$51,154
Total contributions received or receivable from employer(s)2018-12-31$84,371
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$8,944
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$276,308
Expenses. Total of all expenses incurred2017-12-31$591,165
Benefits paid (including direct rollovers)2017-12-31$581,450
Total plan assets at end of year2017-12-31$1,455,178
Total plan assets at beginning of year2017-12-31$1,770,035
Value of fidelity bond covering the plan2017-12-31$1,500,000
Total contributions received or receivable from participants2017-12-31$54,683
Other income received2017-12-31$149,842
Net income (gross income less expenses)2017-12-31$-314,857
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,455,178
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,770,035
Assets. Value of participant loans2017-12-31$43,427
Total contributions received or receivable from employer(s)2017-12-31$71,783
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,715
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$302,058
Expenses. Total of all expenses incurred2016-12-31$2,582
Total plan assets at end of year2016-12-31$1,770,035
Total plan assets at beginning of year2016-12-31$1,470,559
Value of fidelity bond covering the plan2016-12-31$1,500,000
Total contributions received or receivable from participants2016-12-31$78,379
Other income received2016-12-31$145,243
Net income (gross income less expenses)2016-12-31$299,476
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,770,035
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,470,559
Assets. Value of participant loans2016-12-31$43,809
Total contributions received or receivable from employer(s)2016-12-31$78,436
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,582
2015 : THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$132,853
Expenses. Total of all expenses incurred2015-12-31$14,861
Total plan assets at end of year2015-12-31$1,470,559
Total plan assets at beginning of year2015-12-31$1,352,567
Value of fidelity bond covering the plan2015-12-31$1,500,000
Total contributions received or receivable from participants2015-12-31$65,702
Other income received2015-12-31$-880
Net income (gross income less expenses)2015-12-31$117,992
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,470,559
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,352,567
Assets. Value of participant loans2015-12-31$45,030
Total contributions received or receivable from employer(s)2015-12-31$68,031
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$14,861
2014 : THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$196,209
Expenses. Total of all expenses incurred2014-12-31$12,477
Total plan assets at end of year2014-12-31$1,352,567
Total plan assets at beginning of year2014-12-31$1,168,835
Value of fidelity bond covering the plan2014-12-31$1,500,000
Total contributions received or receivable from participants2014-12-31$68,379
Other income received2014-12-31$65,121
Net income (gross income less expenses)2014-12-31$183,732
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,352,567
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,168,835
Assets. Value of participant loans2014-12-31$51,632
Total contributions received or receivable from employer(s)2014-12-31$62,709
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$12,477
2013 : THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$203,197
Expenses. Total of all expenses incurred2013-12-31$10,806
Total plan assets at end of year2013-12-31$1,168,835
Total plan assets at beginning of year2013-12-31$976,444
Value of fidelity bond covering the plan2013-12-31$1,500,000
Total contributions received or receivable from participants2013-12-31$61,055
Other income received2013-12-31$87,412
Net income (gross income less expenses)2013-12-31$192,391
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,168,835
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$976,444
Assets. Value of participant loans2013-12-31$51,632
Total contributions received or receivable from employer(s)2013-12-31$54,730
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$10,806
2012 : THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$198,332
Expenses. Total of all expenses incurred2012-12-31$33,336
Benefits paid (including direct rollovers)2012-12-31$24,267
Total plan assets at end of year2012-12-31$976,444
Total plan assets at beginning of year2012-12-31$811,448
Value of fidelity bond covering the plan2012-12-31$1,500,000
Total contributions received or receivable from participants2012-12-31$50,408
Other income received2012-12-31$95,963
Net income (gross income less expenses)2012-12-31$164,996
Net plan assets at end of year (total assets less liabilities)2012-12-31$976,444
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$811,448
Assets. Value of participant loans2012-12-31$31,323
Total contributions received or receivable from employer(s)2012-12-31$51,961
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$9,069
2011 : THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$72,853
Expenses. Total of all expenses incurred2011-12-31$8,173
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$811,448
Total plan assets at beginning of year2011-12-31$746,768
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$34,085
Other income received2011-12-31$-4,063
Net income (gross income less expenses)2011-12-31$64,680
Net plan assets at end of year (total assets less liabilities)2011-12-31$811,448
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$746,768
Assets. Value of participant loans2011-12-31$35,062
Total contributions received or receivable from employer(s)2011-12-31$42,831
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$8,173
2010 : THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$128,638
Expenses. Total of all expenses incurred2010-12-31$117,848
Benefits paid (including direct rollovers)2010-12-31$117,848
Total plan assets at end of year2010-12-31$746,768
Total plan assets at beginning of year2010-12-31$735,978
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$33,050
Other income received2010-12-31$52,828
Net income (gross income less expenses)2010-12-31$10,790
Net plan assets at end of year (total assets less liabilities)2010-12-31$746,768
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$735,978
Assets. Value of participant loans2010-12-31$35,576
Total contributions received or receivable from employer(s)2010-12-31$42,760
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST

2018: THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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: THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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: THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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: THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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: THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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: THE UNITED GROUP 401(K) PROFIT SHARING PLAN AND TRUST 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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375767-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375767-01
Policy instance 1

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