| Plan Name | THE UNITY GROUP, INC. COMBINED 401K AND EMPLOYEE STOCK OWNERSHIP PLAN |
| Plan identification number | 007 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE UNITY GROUP, INC. |
| Employer identification number (EIN): | 910853851 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about THE UNITY GROUP, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2009-02-09 |
| Company Identification Number: | P09000012696 |
| Legal Registered Office Address: |
14413 N NEBRASKA AVE TAMPA 33613 |
More information about THE UNITY GROUP, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 007 | 2013-01-01 | JUDY FOSTER | |||
| 007 | 2012-01-01 | JUDY FOSTER | |||
| 007 | 2011-01-01 | JUDY FOSTER | |||
| 007 | 2010-01-01 | JUDY FOSTER | |||
| 007 | 2009-01-01 | JUDY FOSTER |
| Measure | Date | Value |
|---|---|---|
| 2013 : THE UNITY GROUP, INC. COMBINED 401K AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $5,854,343 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $17,608,360 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $17,558,365 |
| Total plan assets at end of year | 2013-12-31 | $0 |
| Total plan assets at beginning of year | 2013-12-31 | $11,754,017 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $137,930 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $7,838 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $5,616,413 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $-11,754,017 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,754,017 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Assets. Value of employer securities | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $100,000 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $18,661 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $23,496 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : THE UNITY GROUP, INC. COMBINED 401K AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $2,118,216 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $65,126 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $33,328 |
| Total plan assets at end of year | 2012-12-31 | $11,754,017 |
| Total plan assets at beginning of year | 2012-12-31 | $9,700,927 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $241,518 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $460 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $1,686,974 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $2,053,090 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $11,754,017 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,700,927 |
| Assets. Value of participant loans | 2012-12-31 | $78,816 |
| Assets. Value of employer securities | 2012-12-31 | $6,561,025 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $189,724 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $4,730 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $26,608 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : THE UNITY GROUP, INC. COMBINED 401K AND EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $1,437,082 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $86,108 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $63,282 |
| Total plan assets at end of year | 2011-12-31 | $9,700,927 |
| Total plan assets at beginning of year | 2011-12-31 | $8,349,953 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $229,556 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $1,031,499 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $1,350,974 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,700,927 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,349,953 |
| Assets. Value of participant loans | 2011-12-31 | $42,097 |
| Assets. Value of employer securities | 2011-12-31 | $5,586,265 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $176,027 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $22,826 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : THE UNITY GROUP, INC. COMBINED 401K AND EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $1,245,410 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $90,658 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $72,356 |
| Total plan assets at end of year | 2010-12-31 | $8,349,953 |
| Total plan assets at beginning of year | 2010-12-31 | $7,195,201 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $179,919 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $410 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $22,019 |
| Other income received | 2010-12-31 | $885,879 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $1,154,752 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,349,953 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,195,201 |
| Assets. Value of participant loans | 2010-12-31 | $49,334 |
| Assets. Value of employer securities | 2010-12-31 | $4,711,299 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $157,593 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $17,892 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : THE UNITY GROUP, INC. COMBINED 401K AND EMPLOYEE STOCK OWNERSHIP 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 |