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Plan Name | UMT 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | UMT CONSULTING GROUP, LLC |
Employer identification number (EIN): | 203882964 |
NAIC Classification: | 541600 |
Additional information about UMT CONSULTING GROUP, LLC
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2005-10-11 |
Company Identification Number: | 3266801 |
Legal Registered Office Address: |
28 LIBERTY ST. NEW YORK NEW YORK United States of America (USA) 10005 |
More information about UMT CONSULTING GROUP, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | GIL MAKLEFF | |||
001 | 2013-01-01 | GIL MAKLEFF | GIL MAKLEFF | 2014-10-12 | |
001 | 2012-01-01 | GIL MAKLEFF | |||
001 | 2011-01-01 | GIL MAKLEFF | 2012-07-20 | ||
001 | 2010-01-01 | GIL MAKLEFF | 2011-07-07 | ||
001 | 2009-01-01 | GIL MAKLEFF |
Measure | Date | Value |
---|---|---|
2016: UMT 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 210 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Number of participants with account balances | 2016-01-01 | 0 |
2015: UMT 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 198 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 126 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 84 |
Total of all active and inactive participants | 2015-01-01 | 210 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 210 |
Number of participants with account balances | 2015-01-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: UMT 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 191 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 37 |
Total of all active and inactive participants | 2014-01-01 | 196 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 196 |
Number of participants with account balances | 2014-01-01 | 126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: UMT 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 154 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 37 |
Total of all active and inactive participants | 2013-01-01 | 191 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 191 |
Number of participants with account balances | 2013-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: UMT 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 115 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 30 |
Total of all active and inactive participants | 2012-01-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 145 |
Number of participants with account balances | 2012-01-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2009: UMT 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 20 |
Total of all active and inactive participants | 2009-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 73 |
Number of participants with account balances | 2009-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : UMT 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $-322,116 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $8,312,175 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,311,674 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $0 |
Value of total assets at beginning of year | 2016-12-31 | $8,634,291 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $501 |
Total interest from all sources | 2016-12-31 | $967 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,019 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,019 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $3,533 |
Administrative expenses (other) incurred | 2016-12-31 | $501 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-8,634,291 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,634,291 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $8,223,760 |
Interest on participant loans | 2016-12-31 | $967 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $406,998 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $-317,049 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $-8,053 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $8,311,674 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DAVID FISCH & CO CPAS PC |
Accountancy firm EIN | 2016-12-31 | 133624679 |
2015 : UMT 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,392,414 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $473,519 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $462,220 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $8,493 |
Value of total corrective distributions | 2015-12-31 | $581 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,543,426 |
Value of total assets at end of year | 2015-12-31 | $8,634,291 |
Value of total assets at beginning of year | 2015-12-31 | $7,715,396 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,225 |
Total interest from all sources | 2015-12-31 | $4,267 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $447,349 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $447,349 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,326,708 |
Participant contributions at end of year | 2015-12-31 | $3,533 |
Participant contributions at beginning of year | 2015-12-31 | $38,330 |
Administrative expenses (other) incurred | 2015-12-31 | $2,225 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $918,895 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,634,291 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,715,396 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $8,223,759 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,473,878 |
Interest on participant loans | 2015-12-31 | $4,267 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $406,999 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $203,188 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-604,268 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,640 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $216,718 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $462,220 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DAVID FISCH & CO CPAS PC |
Accountancy firm EIN | 2015-12-31 | 133624679 |
2014 : UMT 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,467,729 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $229,550 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $175,458 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $51,123 |
Value of total corrective distributions | 2014-12-31 | $1,413 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,204,881 |
Value of total assets at end of year | 2014-12-31 | $7,715,396 |
Value of total assets at beginning of year | 2014-12-31 | $6,477,217 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,556 |
Total interest from all sources | 2014-12-31 | $4,833 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $353,590 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $353,590 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,204,881 |
Participant contributions at end of year | 2014-12-31 | $38,330 |
Participant contributions at beginning of year | 2014-12-31 | $94,202 |
Administrative expenses (other) incurred | 2014-12-31 | $1,556 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,238,179 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,715,396 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,477,217 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,473,878 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,383,015 |
Interest on participant loans | 2014-12-31 | $4,833 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $203,188 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-109,531 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $13,956 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $175,458 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | DAVID FISCH & CO CPAS PC |
Accountancy firm EIN | 2014-12-31 | 133624679 |
2013 : UMT 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,882,500 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $217,981 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $213,596 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $831,552 |
Value of total assets at end of year | 2013-12-31 | $6,477,217 |
Value of total assets at beginning of year | 2013-12-31 | $4,812,698 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,385 |
Total interest from all sources | 2013-12-31 | $2,540 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $279,486 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $279,486 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $831,552 |
Participant contributions at end of year | 2013-12-31 | $94,202 |
Participant contributions at beginning of year | 2013-12-31 | $50,376 |
Administrative expenses (other) incurred | 2013-12-31 | $4,385 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,664,519 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,477,217 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,812,698 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,383,015 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,762,322 |
Interest on participant loans | 2013-12-31 | $2,540 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $768,922 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $213,596 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | DAVID FISCH & CO CPAS PC |
Accountancy firm EIN | 2013-12-31 | 133624679 |
2012 : UMT 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,376,028 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $238,296 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $233,962 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $855,523 |
Value of total assets at end of year | 2012-12-31 | $4,812,698 |
Value of total assets at beginning of year | 2012-12-31 | $3,674,966 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,334 |
Total interest from all sources | 2012-12-31 | $1,591 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $130,593 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $130,593 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $368,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $821,552 |
Participant contributions at end of year | 2012-12-31 | $50,376 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $33,971 |
Administrative expenses (other) incurred | 2012-12-31 | $4,334 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,137,732 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,812,698 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,674,966 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,762,322 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,674,966 |
Interest on participant loans | 2012-12-31 | $1,591 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $388,321 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $233,962 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DAVID FISCH & CO CPAS PC |
Accountancy firm EIN | 2012-12-31 | 133624679 |
2009 : UMT 401(K) PROFIT SHARING 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 |
2016: UMT 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | Yes |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: UMT 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: UMT 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: UMT 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: UMT 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2009: UMT 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |