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URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 401k Plan overview

Plan NameURNER BARRY PUBLICATIONS, INC. 401(K) PLAN
Plan identification number 002

URNER BARRY PUBLICATIONS, INC. 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

URNER BARRY PUBLICATIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:URNER BARRY PUBLICATIONS, INC.
Employer identification number (EIN):221896276
NAIC Classification:511190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan URNER BARRY PUBLICATIONS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JOSEPH MULDOWNEY2023-10-04 JOSEPH MULDOWNEY2023-10-04
0022021-01-01JOSEPH MULDOWNEY2022-09-20 JOSEPH MULDOWNEY2022-09-20
0022020-01-01KEVIN FARLEY2021-09-13 KEVIN FARLEY2021-09-13
0022019-01-01R.A. BROWN2020-09-04 R.A. BROWN2020-09-04
0022018-01-01R.A. BROWN2019-08-26 R.A. BROWN2019-08-26
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022014-01-01
0022013-01-01
0022012-01-01R.A. BROWN R.A. BROWN2013-05-07
0022011-01-01R.A. BROWN R.A. BROWN2012-05-30
0022009-01-01R.A. BROWN R.A. BROWN2010-08-05

Plan Statistics for URNER BARRY PUBLICATIONS, INC. 401(K) PLAN

401k plan membership statisitcs for URNER BARRY PUBLICATIONS, INC. 401(K) PLAN

Measure Date Value
2022: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0195
Total number of active participants reported on line 7a of the Form 55002022-01-0193
Number of retired or separated participants receiving benefits2022-01-010
Total of all active and inactive participants2022-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0193
Number of participants with account balances2022-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0194
Total number of active participants reported on line 7a of the Form 55002021-01-0187
Number of retired or separated participants receiving benefits2021-01-010
Total of all active and inactive participants2021-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0187
Number of participants with account balances2021-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0188
Total number of active participants reported on line 7a of the Form 55002020-01-0184
Number of retired or separated participants receiving benefits2020-01-010
Total of all active and inactive participants2020-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0184
Number of participants with account balances2020-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0177
Total number of active participants reported on line 7a of the Form 55002019-01-0177
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0177
Number of participants with account balances2019-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0170
Total number of active participants reported on line 7a of the Form 55002018-01-0172
Number of retired or separated participants receiving benefits2018-01-010
Total of all active and inactive participants2018-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0172
Number of participants with account balances2018-01-0172
2017: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0165
Total number of active participants reported on line 7a of the Form 55002017-01-0152
Number of retired or separated participants receiving benefits2017-01-010
Total of all active and inactive participants2017-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0152
Number of participants with account balances2017-01-0152
2016: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0166
Total number of active participants reported on line 7a of the Form 55002016-01-0162
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0162
Number of participants with account balances2016-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0158
Total number of active participants reported on line 7a of the Form 55002015-01-0155
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 participants2015-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0157
Number of participants with account balances2015-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0155
Total number of active participants reported on line 7a of the Form 55002014-01-0154
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0154
Number of participants with account balances2014-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0155
Total number of active participants reported on line 7a of the Form 55002013-01-0154
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0154
Number of participants with account balances2013-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0153
Total number of active participants reported on line 7a of the Form 55002012-01-0156
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0157
Number of participants with account balances2012-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0155
Total number of active participants reported on line 7a of the Form 55002011-01-0149
Number of retired or separated participants receiving benefits2011-01-010
Total of all active and inactive participants2011-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0149
Number of participants with account balances2011-01-0149
2009: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0152
Total number of active participants reported on line 7a of the Form 55002009-01-0147
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0149
Number of participants with account balances2009-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on URNER BARRY PUBLICATIONS, INC. 401(K) PLAN

Measure Date Value
2022 : URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-601,189
Expenses. Total of all expenses incurred2022-12-31$6,568
Benefits paid (including direct rollovers)2022-12-31$6,568
Total plan assets at end of year2022-12-31$7,068,077
Total plan assets at beginning of year2022-12-31$7,675,834
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$490,254
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$-16,830
Other income received2022-12-31$-1,310,932
Net income (gross income less expenses)2022-12-31$-607,757
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,068,077
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,675,834
Assets. Value of participant loans2022-12-31$62,139
Total contributions received or receivable from employer(s)2022-12-31$236,319
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,716,208
Expenses. Total of all expenses incurred2021-12-31$89,984
Benefits paid (including direct rollovers)2021-12-31$89,984
Total plan assets at end of year2021-12-31$7,675,834
Total plan assets at beginning of year2021-12-31$6,049,610
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$437,497
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$14,751
Other income received2021-12-31$1,138,236
Net income (gross income less expenses)2021-12-31$1,626,224
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,675,834
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,049,610
Assets. Value of participant loans2021-12-31$52,072
Total contributions received or receivable from employer(s)2021-12-31$125,724
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,345,283
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$6,049,610
Total plan assets at beginning of year2020-12-31$4,704,327
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$430,240
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$793,946
Net income (gross income less expenses)2020-12-31$1,345,283
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,049,610
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,704,327
Assets. Value of participant loans2020-12-31$47,389
Total contributions received or receivable from employer(s)2020-12-31$121,097
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,265,713
Expenses. Total of all expenses incurred2019-12-31$466,789
Benefits paid (including direct rollovers)2019-12-31$466,789
Total plan assets at end of year2019-12-31$4,704,327
Total plan assets at beginning of year2019-12-31$3,905,403
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$329,313
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$827,146
Net income (gross income less expenses)2019-12-31$798,924
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,704,327
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,905,403
Assets. Value of participant loans2019-12-31$34,648
Total contributions received or receivable from employer(s)2019-12-31$109,254
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$151,606
Expenses. Total of all expenses incurred2018-12-31$1,582,867
Benefits paid (including direct rollovers)2018-12-31$1,582,867
Total plan assets at end of year2018-12-31$3,905,403
Total plan assets at beginning of year2018-12-31$5,336,664
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$264,643
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$10,237
Other income received2018-12-31$-228,545
Net income (gross income less expenses)2018-12-31$-1,431,261
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,905,403
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,336,664
Assets. Value of participant loans2018-12-31$4,322
Total contributions received or receivable from employer(s)2018-12-31$105,271
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$697,103
Expenses. Total of all expenses incurred2017-12-31$1,277,417
Benefits paid (including direct rollovers)2017-12-31$1,277,417
Total plan assets at end of year2017-12-31$5,336,664
Total plan assets at beginning of year2017-12-31$5,916,978
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$303,447
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$301,256
Net income (gross income less expenses)2017-12-31$-580,314
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,336,664
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,916,978
Assets. Value of participant loans2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$92,400
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$696,882
Expenses. Total of all expenses incurred2016-12-31$69,233
Benefits paid (including direct rollovers)2016-12-31$69,233
Total plan assets at end of year2016-12-31$5,916,978
Total plan assets at beginning of year2016-12-31$5,289,329
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$289,981
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$314,501
Net income (gross income less expenses)2016-12-31$627,649
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,916,978
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,289,329
Assets. Value of participant loans2016-12-31$11,450
Total contributions received or receivable from employer(s)2016-12-31$92,400
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : URNER BARRY PUBLICATIONS, INC. 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$221,124
Expenses. Total of all expenses incurred2015-12-31$283,453
Benefits paid (including direct rollovers)2015-12-31$256,588
Total plan assets at end of year2015-12-31$5,289,329
Total plan assets at beginning of year2015-12-31$5,351,658
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$284,253
Expenses. Other expenses not covered elsewhere2015-12-31$26,865
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-155,529
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-62,329
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,289,329
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,351,658
Assets. Value of participant loans2015-12-31$15,150
Total contributions received or receivable from employer(s)2015-12-31$92,400
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$547,875
Expenses. Total of all expenses incurred2014-12-31$32,979
Benefits paid (including direct rollovers)2014-12-31$2,150
Total plan assets at end of year2014-12-31$5,351,658
Total plan assets at beginning of year2014-12-31$4,836,762
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$262,315
Expenses. Other expenses not covered elsewhere2014-12-31$30,829
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$195,560
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$514,896
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,351,658
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,836,762
Assets. Value of participant loans2014-12-31$23,683
Total contributions received or receivable from employer(s)2014-12-31$90,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$886,721
Expenses. Total of all expenses incurred2013-12-31$34,686
Benefits paid (including direct rollovers)2013-12-31$20,710
Total plan assets at end of year2013-12-31$4,836,762
Total plan assets at beginning of year2013-12-31$3,984,727
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$222,936
Expenses. Other expenses not covered elsewhere2013-12-31$13,976
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$577,385
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$852,035
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,836,762
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,984,727
Assets. Value of participant loans2013-12-31$10,598
Total contributions received or receivable from employer(s)2013-12-31$86,400
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$708,298
Expenses. Total of all expenses incurred2012-12-31$88,290
Benefits paid (including direct rollovers)2012-12-31$88,290
Total plan assets at end of year2012-12-31$3,984,727
Total plan assets at beginning of year2012-12-31$3,364,719
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$207,633
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$420,665
Net income (gross income less expenses)2012-12-31$620,008
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,984,727
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,364,719
Total contributions received or receivable from employer(s)2012-12-31$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$116,703
Expenses. Total of all expenses incurred2011-12-31$31,404
Benefits paid (including direct rollovers)2011-12-31$31,404
Total plan assets at end of year2011-12-31$3,364,719
Total plan assets at beginning of year2011-12-31$3,279,420
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$184,313
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-137,610
Net income (gross income less expenses)2011-12-31$85,299
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,364,719
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,279,420
Total contributions received or receivable from employer(s)2011-12-31$70,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$701,761
Expenses. Total of all expenses incurred2010-12-31$71,696
Benefits paid (including direct rollovers)2010-12-31$61,841
Total plan assets at end of year2010-12-31$3,279,420
Total plan assets at beginning of year2010-12-31$2,649,355
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$174,009
Expenses. Other expenses not covered elsewhere2010-12-31$9,855
Contributions received from other sources (not participants or employers)2010-12-31$1,430
Other income received2010-12-31$466,322
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$630,065
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,279,420
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,649,355
Total contributions received or receivable from employer(s)2010-12-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for URNER BARRY PUBLICATIONS, INC. 401(K) PLAN

2022: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: URNER BARRY PUBLICATIONS, INC. 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 filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: URNER BARRY PUBLICATIONS, INC. 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: URNER BARRY PUBLICATIONS, INC. 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: URNER BARRY PUBLICATIONS, INC. 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
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: URNER BARRY PUBLICATIONS, INC. 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: URNER BARRY PUBLICATIONS, INC. 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 - TrustYes
2014: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: URNER BARRY PUBLICATIONS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-821431
Policy instance 1
Insurance contract or identification numberGA-821431
Number of Individuals Covered93
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-821431
Policy instance 1
Insurance contract or identification numberGA-821431
Number of Individuals Covered86
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $27,291
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $27,291
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-821431
Policy instance 1
Insurance contract or identification numberGA-821431
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $18,758
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $18,758
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-821431
Policy instance 1
Insurance contract or identification numberGA-821431
Number of Individuals Covered63
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-821431
Policy instance 1
Insurance contract or identification numberGA-821431
Number of Individuals Covered40
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,407
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $12,407
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICE
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-821431
Policy instance 1
Insurance contract or identification numberGA-821431
Number of Individuals Covered39
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,035
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,035
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICE
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number821431
Policy instance 1
Insurance contract or identification number821431
Number of Individuals Covered35
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,451
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,451
Insurance broker organization code?6
Insurance broker nameUBS FINANCIAL SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number821431
Policy instance 1
Insurance contract or identification number821431
Number of Individuals Covered29
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,364
Total amount of fees paid to insurance companyUSD $105
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,364
Insurance broker organization code?6
Amount paid for insurance broker fees105
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMERRILL LYNCH PIERCE FENNER SMITH

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