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UNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN 401k Plan overview

Plan NameUNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN
Plan identification number 003

UNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

UNION SQUARE INVESTMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:UNION SQUARE INVESTMENT COMPANY
Employer identification number (EIN):943293002
NAIC Classification:523900

Additional information about UNION SQUARE INVESTMENT COMPANY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2068871

More information about UNION SQUARE INVESTMENT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01SUE SPLASAI25002024-06-13
0032022-01-01SUE SPLASAI25002023-06-19
0032021-01-01SUE SPLASAI25002022-06-22
0032020-01-01SUE SPLASAI25002021-06-17
0032019-01-01SUE PLASAI2020-06-30
0032018-01-01SUE PLASAI2019-06-20
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01LAUREN RENKEN2015-10-14 LAUREN RENKEN2015-10-14
0032013-01-01LAUREN RENKEN2014-07-31 LAUREN RENKEN2014-07-31
0032012-01-01LAUREN RENKEN2013-06-19 LAUREN RENKEN2013-06-19
0032011-01-01LAUREN RENKEN2012-07-27 JEFF WHALEY2012-07-30
0032010-01-01JEFF WHALEY2011-08-04 LAUREN RENKEN2011-08-03

Plan Statistics for UNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN

401k plan membership statisitcs for UNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN

Measure Date Value
2025: UNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1013
Total number of particpants at end of year2025-07-1012
Number of Participants With Account Balances2025-07-1012
2024: UNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-1312
Total number of particpants at end of year2024-06-1313
Number of Participants With Account Balances2024-06-1313

Financial Data on UNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN

Measure Date Value
2025 : UNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-10262211
Net assets as of the end of the plan year2025-07-102949953
Total assets as of the beginning of the plan year2025-07-102656634
Value of plan covered by a fidelity bond2025-07-10266000
Participant contributions to plan in this plan year2025-07-10159404
Value of participant loans at end of plan year2025-07-1032053
Other income to plan in this plan year2025-07-10261212
Plan net income in this plan year2025-07-10293319
Net assets as of the end of the plan year2025-07-102949953
Net assets as of the beginning of the plan year2025-07-102656634
Employer contributions to plan in this plan year2025-07-10134914
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-10180
2024 : UNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1357055
Net assets as of the end of the plan year2024-06-132656634
Total assets as of the beginning of the plan year2024-06-132077369
Value of plan covered by a fidelity bond2024-06-13208000
Participant contributions to plan in this plan year2024-06-13174621
Value of participant loans at end of plan year2024-06-1312111
Other income to plan in this plan year2024-06-13308369
Plan net income in this plan year2024-06-13579265
Net assets as of the end of the plan year2024-06-132656634
Net assets as of the beginning of the plan year2024-06-132077369
Employer contributions to plan in this plan year2024-06-13153330
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1355

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