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ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 401k Plan overview

Plan NameULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN
Plan identification number 001

ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ULRICH PLANFILING EQUIPMENT has sponsored the creation of one or more 401k plans.

Company Name:ULRICH PLANFILING EQUIPMENT
Employer identification number (EIN):160712523
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DANIEL BERRY
0012017-01-01DANIEL BERRY
0012016-01-01DANIEL BERRY
0012015-01-01DANIEL BERRY
0012014-01-01DANIEL BERRY2015-04-14 DANIEL BERRY2015-04-14
0012013-01-01DANIEL BERRY2014-05-12 DANIEL BERRY2014-05-12
0012012-01-01DANIEL BERRY2013-05-13 DANIEL BERRY2013-05-13
0012011-01-01DANIEL BERRY2012-05-08 DANIEL BERRY2012-05-08
0012010-01-01DANIEL BERRY2011-05-05 DANIEL BERRY2011-05-05

Plan Statistics for ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN

401k plan membership statisitcs for ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN

Measure Date Value
2021: ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0132
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0132
Total number of active participants reported on line 7a of the Form 55002020-01-0130
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0132
Number of participants with account balances2020-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0134
Total number of active participants reported on line 7a of the Form 55002019-01-0130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0132
Number of participants with account balances2019-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0133
Total number of active participants reported on line 7a of the Form 55002018-01-0130
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0134
Number of participants with account balances2018-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0133
Total number of active participants reported on line 7a of the Form 55002017-01-0132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0133
Number of participants with account balances2017-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0135
Total number of active participants reported on line 7a of the Form 55002016-01-0132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0133
Number of participants with account balances2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0138
Total number of active participants reported on line 7a of the Form 55002015-01-0133
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0135
Number of participants with account balances2015-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN

Measure Date Value
2021 : ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-15$0
Total plan liabilities at end of year2021-12-15$0
Total plan liabilities at beginning of year2021-12-15$0
Total income from all sources2021-12-15$535,792
Expenses. Total of all expenses incurred2021-12-15$3,786,244
Benefits paid (including direct rollovers)2021-12-15$3,771,086
Total plan assets at end of year2021-12-15$0
Total plan assets at beginning of year2021-12-15$3,250,452
Value of fidelity bond covering the plan2021-12-15$250,000
Total contributions received or receivable from participants2021-12-15$61,326
Expenses. Other expenses not covered elsewhere2021-12-15$0
Contributions received from other sources (not participants or employers)2021-12-15$0
Other income received2021-12-15$458,134
Noncash contributions received2021-12-15$0
Net income (gross income less expenses)2021-12-15$-3,250,452
Net plan assets at end of year (total assets less liabilities)2021-12-15$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-15$3,250,452
Assets. Value of participant loans2021-12-15$0
Total contributions received or receivable from employer(s)2021-12-15$16,332
Value of certain deemed distributions of participant loans2021-12-15$0
Value of corrective distributions2021-12-15$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-15$15,158
2020 : ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$546,020
Expenses. Total of all expenses incurred2020-12-31$25,295
Benefits paid (including direct rollovers)2020-12-31$9,629
Total plan assets at end of year2020-12-31$3,250,452
Total plan assets at beginning of year2020-12-31$2,729,727
Value of fidelity bond covering the plan2020-12-31$250,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$79,513
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$445,326
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$520,725
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,250,452
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,729,727
Assets. Value of participant loans2020-12-31$15,080
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$21,181
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$563
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$15,103
2019 : ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$609,848
Expenses. Total of all expenses incurred2019-12-31$126,084
Benefits paid (including direct rollovers)2019-12-31$111,836
Total plan assets at end of year2019-12-31$2,729,727
Total plan assets at beginning of year2019-12-31$2,245,963
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$82,041
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$505,441
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$483,764
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,729,727
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,245,963
Assets. Value of participant loans2019-12-31$23,037
Total contributions received or receivable from employer(s)2019-12-31$22,366
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$14,248
2018 : ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-68,672
Expenses. Total of all expenses incurred2018-12-31$122,168
Benefits paid (including direct rollovers)2018-12-31$106,490
Total plan assets at end of year2018-12-31$2,245,963
Total plan assets at beginning of year2018-12-31$2,436,803
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$75,163
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-164,811
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-190,840
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,245,963
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,436,803
Assets. Value of participant loans2018-12-31$28,506
Total contributions received or receivable from employer(s)2018-12-31$20,976
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$15,678
2017 : ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$465,215
Expenses. Total of all expenses incurred2017-12-31$26,965
Benefits paid (including direct rollovers)2017-12-31$12,868
Total plan assets at end of year2017-12-31$2,436,803
Total plan assets at beginning of year2017-12-31$1,998,553
Value of fidelity bond covering the plan2017-12-31$250,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$69,698
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$375,174
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$438,250
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,436,803
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,998,553
Assets. Value of participant loans2017-12-31$22,564
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$20,343
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$14,097
2016 : ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$3,582
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$238,849
Expenses. Total of all expenses incurred2016-12-31$42,222
Benefits paid (including direct rollovers)2016-12-31$31,250
Total plan assets at end of year2016-12-31$1,998,553
Total plan assets at beginning of year2016-12-31$1,798,344
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$72,387
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$145,543
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$196,627
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,998,553
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,798,344
Assets. Value of participant loans2016-12-31$14,507
Total contributions received or receivable from employer(s)2016-12-31$20,919
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$10,972
2015 : ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$84,025
Expenses. Total of all expenses incurred2015-12-31$289,962
Benefits paid (including direct rollovers)2015-12-31$289,962
Total plan assets at end of year2015-12-31$1,798,344
Total plan assets at beginning of year2015-12-31$2,004,281
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$66,221
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-1,219
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-205,937
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,798,344
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,004,281
Assets. Value of participant loans2015-12-31$13,733
Total contributions received or receivable from employer(s)2015-12-31$19,023
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0

Form 5500 Responses for ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN

2021: ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 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: ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 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: ULRICH PLANFILING EQUIPMENT CORP. 401(K) PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2-NR58
Policy instance 1
Insurance contract or identification numberGAP-D2-NR58
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $114
Total amount of fees paid to insurance companyUSD $29
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $114
Amount paid for insurance broker fees0
Insurance broker nameTHE PENSION SERVICE INC

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