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UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameUNITED ELECTRICAL 401(K) PROFIT SHARING PLAN
Plan identification number 001

UNITED ELECTRICAL 401(K) PROFIT SHARING 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.
  • 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

UNITED ELECTRICAL CONTRACTORS has sponsored the creation of one or more 401k plans.

Company Name:UNITED ELECTRICAL CONTRACTORS
Employer identification number (EIN):264433874
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01WILLIAM S. FLEGLER
0012016-04-01WILLIAM S. FLEGLER2017-08-15
0012015-04-01WILLIAM S. FLEGLER2016-06-30
0012014-07-01WILLIAM S. FLEGLER2015-06-23

Plan Statistics for UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01234
Total number of active participants reported on line 7a of the Form 55002022-04-01128
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-0155
Total of all active and inactive participants2022-04-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-01183
Number of participants with account balances2022-04-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-0112
2021: UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01291
Total number of active participants reported on line 7a of the Form 55002021-04-01207
Number of retired or separated participants receiving benefits2021-04-011
Number of other retired or separated participants entitled to future benefits2021-04-0169
Total of all active and inactive participants2021-04-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01277
Number of participants with account balances2021-04-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-017
2020: UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01237
Total number of active participants reported on line 7a of the Form 55002020-04-01225
Number of retired or separated participants receiving benefits2020-04-0166
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01291
Number of participants with account balances2020-04-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-0117
2019: UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01175
Total number of active participants reported on line 7a of the Form 55002019-04-01198
Number of retired or separated participants receiving benefits2019-04-0139
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01237
Number of participants with account balances2019-04-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01138
Total number of active participants reported on line 7a of the Form 55002018-04-01149
Number of retired or separated participants receiving benefits2018-04-0126
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01175
Number of participants with account balances2018-04-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-0117
2017: UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01140
Total number of active participants reported on line 7a of the Form 55002017-04-01126
Number of retired or separated participants receiving benefits2017-04-0112
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01138
Number of participants with account balances2017-04-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-0115

Financial Data on UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total transfer of assets from this plan2023-03-31$747,999
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$402,456
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$240,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$210,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$576,585
Value of total assets at end of year2023-03-31$2,842,679
Value of total assets at beginning of year2023-03-31$3,428,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$30,093
Total interest from all sources2023-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$272,127
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$272,127
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$200,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$366,922
Participant contributions at end of year2023-03-31$0
Participant contributions at beginning of year2023-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$31,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$162,293
Value of net assets at end of year (total assets less liabilities)2023-03-31$2,842,679
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$3,428,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$2,829,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$3,419,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$13,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$9,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-446,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$177,685
Employer contributions (assets) at end of year2023-03-31$0
Employer contributions (assets) at beginning of year2023-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$210,070
Contract administrator fees2023-03-31$30,093
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31MANER COSTERISAN, P.C.
Accountancy firm EIN2023-03-31382157642
2022 : UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$863,399
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$533,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$498,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$737,103
Value of total assets at end of year2022-03-31$3,428,385
Value of total assets at beginning of year2022-03-31$3,098,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$35,102
Total interest from all sources2022-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$368,049
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$368,049
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$200,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$488,330
Participant contributions at end of year2022-03-31$0
Participant contributions at beginning of year2022-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$9,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$329,575
Value of net assets at end of year (total assets less liabilities)2022-03-31$3,428,385
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$3,098,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$3,419,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$3,092,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$9,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$6,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-241,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$239,373
Employer contributions (assets) at end of year2022-03-31$0
Employer contributions (assets) at beginning of year2022-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$498,722
Contract administrator fees2022-03-31$35,102
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31MANER COSTERISAN, P.C.
Accountancy firm EIN2022-03-31382157642
2021 : UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$5,129
Total income from all sources (including contributions)2021-03-31$1,665,392
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$207,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$184,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$640,820
Value of total assets at end of year2021-03-31$3,098,810
Value of total assets at beginning of year2021-03-31$1,646,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$23,587
Total interest from all sources2021-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$138,048
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$138,048
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$200,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$414,684
Participant contributions at end of year2021-03-31$0
Participant contributions at beginning of year2021-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$26,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$5,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$1,457,745
Value of net assets at end of year (total assets less liabilities)2021-03-31$3,098,810
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$1,641,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$3,092,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$1,644,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$6,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$1,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$886,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$200,088
Employer contributions (assets) at end of year2021-03-31$0
Employer contributions (assets) at beginning of year2021-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$184,060
Contract administrator fees2021-03-31$23,587
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31MANER COSTERISAN, P.C.
Accountancy firm EIN2021-03-31382157642
2020 : UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$5,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$11,297
Total income from all sources (including contributions)2020-03-31$389,366
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$198,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$173,071
Value of total corrective distributions2020-03-31$8,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$679,217
Value of total assets at end of year2020-03-31$1,646,194
Value of total assets at beginning of year2020-03-31$1,461,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$17,313
Total interest from all sources2020-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$225,487
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$225,487
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$200,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$454,615
Participant contributions at end of year2020-03-31$0
Participant contributions at beginning of year2020-03-31$1,785
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$32,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$5,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$11,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$190,427
Value of net assets at end of year (total assets less liabilities)2020-03-31$1,641,065
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$1,450,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$1,644,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$1,456,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$1,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$2,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-515,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31Yes
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$191,614
Employer contributions (assets) at end of year2020-03-31$0
Employer contributions (assets) at beginning of year2020-03-31$883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$173,071
Contract administrator fees2020-03-31$17,313
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31MANER COSTERISAN, P.C.
Accountancy firm EIN2020-03-31382157642
2019 : UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$11,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$5,405
Total income from all sources (including contributions)2019-03-31$498,084
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$135,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$110,725
Value of total corrective distributions2019-03-31$11,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$465,613
Value of total assets at end of year2019-03-31$1,461,935
Value of total assets at beginning of year2019-03-31$1,093,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$13,223
Total interest from all sources2019-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$161,442
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$161,442
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$100,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$334,583
Participant contributions at end of year2019-03-31$1,785
Participant contributions at beginning of year2019-03-31$15,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$11,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$5,405
Other income not declared elsewhere2019-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$362,839
Value of net assets at end of year (total assets less liabilities)2019-03-31$1,450,638
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$1,087,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$1,456,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$1,056,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$2,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$13,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$-128,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31Yes
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$131,030
Employer contributions (assets) at end of year2019-03-31$883
Employer contributions (assets) at beginning of year2019-03-31$7,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$110,725
Contract administrator fees2019-03-31$13,223
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31MANER COSTERISAN, P.C.
Accountancy firm EIN2019-03-31382157642
2018 : UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$5,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$589,597
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$51,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$38,858
Value of total corrective distributions2018-03-31$5,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$496,617
Value of total assets at end of year2018-03-31$1,093,204
Value of total assets at beginning of year2018-03-31$549,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$7,417
Total interest from all sources2018-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$65,916
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$65,916
Administrative expenses professional fees incurred2018-03-31$7,417
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$100,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$324,686
Participant contributions at end of year2018-03-31$15,575
Participant contributions at beginning of year2018-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$5,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$0
Other income not declared elsewhere2018-03-31$5,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$537,917
Value of net assets at end of year (total assets less liabilities)2018-03-31$1,087,799
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$549,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$1,056,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$549,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$13,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$21,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31Yes
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$171,931
Employer contributions (assets) at end of year2018-03-31$7,682
Employer contributions (assets) at beginning of year2018-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$38,858
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31YEO & YEO, CPAS AND BUSINESS CONS.
Accountancy firm EIN2018-03-31382706146

Form 5500 Responses for UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN

2022: UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedYes
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: UNITED ELECTRICAL 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370864-01
Policy instance 1
Insurance contract or identification number370864-01
Number of Individuals Covered1
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $125
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $125
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370864-01
Policy instance 1
Insurance contract or identification number370864-01
Number of Individuals Covered1
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $89
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $89
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370864-01
Policy instance 1
Insurance contract or identification number370864-01
Number of Individuals Covered1
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $45
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $45
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370864-01
Policy instance 1
Insurance contract or identification number370864-01
Number of Individuals Covered1
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $14
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $14
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370864-01
Policy instance 1
Insurance contract or identification number370864-01
Number of Individuals Covered1
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $20
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $20
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370864-01
Policy instance 1
Insurance contract or identification number370864-01
Number of Individuals Covered1
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $97
Total amount of fees paid to insurance companyUSD $97
Are there contracts with allocated funds for individual policies?0
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 $97
Amount paid for insurance broker fees97
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
Insurance broker nameKURT CREAMER

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