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UNITED UNION INSURANCE AGENCIES INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameUNITED UNION INSURANCE AGENCIES INC. PROFIT SHARING PLAN
Plan identification number 003

UNITED UNION INSURANCE AGENCIES INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

UNITED UNION INSURANCE AGENCIES INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED UNION INSURANCE AGENCIES INC.
Employer identification number (EIN):953687377
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED UNION INSURANCE AGENCIES INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032011-07-01MICHAEL J. ROSENBERG, TRUSTEE MICHAEL J. ROSENBERG, PRESIDENT2013-04-12
0032009-07-01MICHAEL J. ROSENBERG, TRUSTEE MICHAEL J. ROSENBERG, PRESIDENT2011-03-17

Plan Statistics for UNITED UNION INSURANCE AGENCIES INC. PROFIT SHARING PLAN

401k plan membership statisitcs for UNITED UNION INSURANCE AGENCIES INC. PROFIT SHARING PLAN

Measure Date Value
2011: UNITED UNION INSURANCE AGENCIES INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-012
Total number of active participants reported on line 7a of the Form 55002011-07-012
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-012
Number of participants with account balances2011-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: UNITED UNION INSURANCE AGENCIES INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-012
Total number of active participants reported on line 7a of the Form 55002009-07-012
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-012
Number of participants with account balances2009-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on UNITED UNION INSURANCE AGENCIES INC. PROFIT SHARING PLAN

Measure Date Value
2012 : UNITED UNION INSURANCE AGENCIES INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$-82,196
Expenses. Total of all expenses incurred2012-06-30$82,147
Benefits paid (including direct rollovers)2012-06-30$82,000
Total plan assets at end of year2012-06-30$2,931,812
Total plan assets at beginning of year2012-06-30$3,096,155
Total contributions received or receivable from participants2012-06-30$0
Expenses. Other expenses not covered elsewhere2012-06-30$147
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$-82,196
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$-164,343
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,931,812
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$3,096,155
Total contributions received or receivable from employer(s)2012-06-30$0
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : UNITED UNION INSURANCE AGENCIES INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$430,704
Expenses. Total of all expenses incurred2011-06-30$145
Benefits paid (including direct rollovers)2011-06-30$0
Total plan assets at end of year2011-06-30$3,096,155
Total plan assets at beginning of year2011-06-30$2,665,596
Total contributions received or receivable from participants2011-06-30$44,000
Expenses. Other expenses not covered elsewhere2011-06-30$145
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$386,704
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$430,559
Net plan assets at end of year (total assets less liabilities)2011-06-30$3,096,155
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$2,665,596
Total contributions received or receivable from employer(s)2011-06-30$0
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$0

Form 5500 Responses for UNITED UNION INSURANCE AGENCIES INC. PROFIT SHARING PLAN

2011: UNITED UNION INSURANCE AGENCIES INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: UNITED UNION INSURANCE AGENCIES INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01First time form 5500 has been submittedYes
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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