401k Plan data: UNDERWOOD TRAVEL ASSOCIATES, INC. RETIREMENT PLAN plan

UNDERWOOD TRAVEL ASSOCIATES, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	UNDERWOOD TRAVEL ASSOCIATES, INC. RETIREMENT PLAN
Plan identification number	001

UNDERWOOD TRAVEL ASSOCIATES, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Life insurance

401k Sponsoring company profile

UNDERWOOD TRAVEL ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNDERWOOD TRAVEL ASSOCIATES, INC.

Employer identification number (EIN): 251348049

NAIC Classification: 561500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNDERWOOD TRAVEL ASSOCIATES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-09-01 JOHN COFFMAN 2020-07-22
001 2016-09-01 JEFFREY UNDERWOOD 2018-06-14
001 2015-09-01 JEFFREY UNDERWOOD 2017-06-05
001 2014-09-01 JEFFREY UNDERWOOD 2016-06-09
001 2013-09-01 JEFFREY UNDERWOOD 2015-06-05
001 2012-09-01 JEFFREY UNDERWOOD 2014-06-12
001 2011-09-01 JEFFREY UNDERWOOD 2013-06-11
001 2010-09-01 JEFFERY UNDERWOOD 2011-12-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-09-01	JOHN COFFMAN	2020-07-22
001	2016-09-01	JEFFREY UNDERWOOD	2018-06-14
001	2015-09-01	JEFFREY UNDERWOOD	2017-06-05
001	2014-09-01	JEFFREY UNDERWOOD	2016-06-09
001	2013-09-01	JEFFREY UNDERWOOD	2015-06-05
001	2012-09-01	JEFFREY UNDERWOOD	2014-06-12
001	2011-09-01	JEFFREY UNDERWOOD	2013-06-11
001	2010-09-01	JEFFERY UNDERWOOD	2011-12-30

Financial Data on UNDERWOOD TRAVEL ASSOCIATES, INC. RETIREMENT PLAN

Measure	Date	Value
2009 : UNDERWOOD TRAVEL ASSOCIATES, INC. RETIREMENT PLAN 2009 401k financial data
Total income from all sources	2009-08-31	$36,807
Expenses. Total of all expenses incurred	2009-08-31	$6,350
Benefits paid (including direct rollovers)	2009-08-31	$755
Total plan assets at end of year	2009-08-31	$407,323
Total plan assets at beginning of year	2009-08-31	$376,866
Value of fidelity bond covering the plan	2009-08-31	$20,000
Total contributions received or receivable from participants	2009-08-31	$54,325
Expenses. Other expenses not covered elsewhere	2009-08-31	$5,595
Other income received	2009-08-31	$-26,757
Net income (gross income less expenses)	2009-08-31	$30,457
Net plan assets at end of year (total assets less liabilities)	2009-08-31	$407,323
Net plan assets at beginning of year (total assets less liabilities)	2009-08-31	$376,866
Assets. Value of participant loans	2009-08-31	$4,800
Total contributions received or receivable from employer(s)	2009-08-31	$9,239

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

44503

Policy instance

Insurance contract or identification number	44503
Number of Individuals Covered	1
Insurance policy start date	2008-09-01
Insurance policy end date	2009-08-31
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

66813

Policy instance

Insurance contract or identification number	66813
Number of Individuals Covered	27
Insurance policy start date	2008-09-01
Insurance policy end date	2009-08-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	UNDERWOOD TRAVEL ASSOCIATES, INC.
Employer identification number (EIN):	251348049
NAIC Classification:	561500