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UNITED RETIREMENT PLAN 401k Plan overview

Plan NameUNITED RETIREMENT PLAN
Plan identification number 003

UNITED RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED CONSULTING ENGINEERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED CONSULTING ENGINEERS, INC.
Employer identification number (EIN):351108415
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about UNITED CONSULTING ENGINEERS, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1981-04-28
Company Identification Number: C1075476
Legal Registered Office Address: 15502 Roper Ave

Norwalk
United States of America (USA)
90650

More information about UNITED CONSULTING ENGINEERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01WILLIAM E. HALL WILLIAM E. HALL2018-10-12
0032016-01-01WILLIAM E. HALL WILLIAM E. HALL2017-09-27
0032016-01-01 WILLIAM E. HALL2017-09-25
0032015-01-01WILLIAM E. HALL
0032015-01-01WILLIAM E. HALL
0032015-01-01WILLIAM E. HALL
0032014-01-01WILLIAM E. HALL2015-07-02 WILLIAM E. HALL2015-07-02
0032014-01-01WILLIAM E. HALL2015-06-16 WILLIAM E. HALL2015-06-16
0032013-01-01WILLIAM E. HALL2014-07-29
0032012-01-01WILLIAM E. HALL2013-06-24
0032011-01-01WILLIAM E. HALL2012-06-21
0032010-01-01WILLIAM E. HALL2012-01-10

Plan Statistics for UNITED RETIREMENT PLAN

401k plan membership statisitcs for UNITED RETIREMENT PLAN

Measure Date Value
2022: UNITED RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01161
Total number of active participants reported on line 7a of the Form 55002022-01-01105
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0151
Total of all active and inactive participants2022-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01157
Number of participants with account balances2022-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: UNITED RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01161
Total number of active participants reported on line 7a of the Form 55002021-01-01116
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01161
Number of participants with account balances2021-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: UNITED RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01163
Total number of active participants reported on line 7a of the Form 55002020-01-01121
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01161
Number of participants with account balances2020-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: UNITED RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01153
Total number of active participants reported on line 7a of the Form 55002019-01-01123
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01163
Number of participants with account balances2019-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: UNITED RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01140
Total number of active participants reported on line 7a of the Form 55002018-01-01118
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01153
Number of participants with account balances2018-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: UNITED RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01131
Total number of active participants reported on line 7a of the Form 55002017-01-01103
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01140
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: UNITED RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-0199
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01131
Number of participants with account balances2016-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: UNITED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01120
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01126
Number of participants with account balances2015-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011

Financial Data on UNITED RETIREMENT PLAN

Measure Date Value
2022 : UNITED RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$10,108,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$21,790
Total income from all sources (including contributions)2022-12-31$-9,465,247
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,467,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,424,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,470,417
Value of total assets at end of year2022-12-31$56,899,659
Value of total assets at beginning of year2022-12-31$60,746,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,495
Total interest from all sources2022-12-31$9,047
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,219,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,219,527
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,100,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$868,598
Participant contributions at end of year2022-12-31$187,618
Participant contributions at beginning of year2022-12-31$168,610
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$26,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$21,790
Other income not declared elsewhere2022-12-31$954
Administrative expenses (other) incurred2022-12-31$43,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,932,840
Value of net assets at end of year (total assets less liabilities)2022-12-31$56,899,659
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$60,724,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$56,712,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$60,272,272
Interest on participant loans2022-12-31$9,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,165,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$575,514
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$305,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,424,098
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SOMERSET CPAS, P. C
Accountancy firm EIN2022-12-31201717681
2021 : UNITED RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21,790
Total income from all sources (including contributions)2021-12-31$10,426,106
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$420,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$407,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,749,489
Value of total assets at end of year2021-12-31$60,746,147
Value of total assets at beginning of year2021-12-31$50,740,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,271
Total interest from all sources2021-12-31$10,334
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,959,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,959,777
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,100,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$909,580
Participant contributions at end of year2021-12-31$168,610
Participant contributions at beginning of year2021-12-31$172,124
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$21,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$21,790
Administrative expenses (other) incurred2021-12-31$13,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,005,514
Value of net assets at end of year (total assets less liabilities)2021-12-31$60,724,357
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$50,718,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$60,272,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$50,256,530
Interest on participant loans2021-12-31$10,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,706,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$833,866
Employer contributions (assets) at end of year2021-12-31$305,265
Employer contributions (assets) at beginning of year2021-12-31$311,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$407,321
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SOMERSET CPAS, P.C
Accountancy firm EIN2021-12-31201717681
2020 : UNITED RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,790
Total income from all sources (including contributions)2020-12-31$9,370,176
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$622,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$607,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,788,571
Value of total assets at end of year2020-12-31$50,740,633
Value of total assets at beginning of year2020-12-31$41,993,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,706
Total interest from all sources2020-12-31$11,097
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,124,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,124,757
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$865,812
Participant contributions at end of year2020-12-31$172,124
Participant contributions at beginning of year2020-12-31$182,838
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,694
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$42
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$21,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$21,790
Administrative expenses (other) incurred2020-12-31$15,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,747,213
Value of net assets at end of year (total assets less liabilities)2020-12-31$50,718,843
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,971,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$50,256,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$41,395,986
Interest on participant loans2020-12-31$11,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,445,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$915,065
Employer contributions (assets) at end of year2020-12-31$311,979
Employer contributions (assets) at beginning of year2020-12-31$414,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$607,215
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SOMERSET CPAS, P.C
Accountancy firm EIN2020-12-31201717681
2019 : UNITED RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,790
Total income from all sources (including contributions)2019-12-31$10,029,143
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,144,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,131,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,980,626
Value of total assets at end of year2019-12-31$41,993,420
Value of total assets at beginning of year2019-12-31$33,108,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,565
Total interest from all sources2019-12-31$11,341
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,576,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,576,711
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,100,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$861,573
Participant contributions at end of year2019-12-31$182,838
Participant contributions at beginning of year2019-12-31$217,950
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$21,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$21,790
Administrative expenses (other) incurred2019-12-31$13,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,884,505
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,971,630
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,087,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,395,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,494,559
Interest on participant loans2019-12-31$11,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,460,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,030,861
Employer contributions (assets) at end of year2019-12-31$414,596
Employer contributions (assets) at beginning of year2019-12-31$396,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,131,073
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2019-12-31201717681
2018 : UNITED RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$21,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$21,790
Total income from all sources (including contributions)2018-12-31$26,806
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$627,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$614,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,771,078
Value of total assets at end of year2018-12-31$33,108,915
Value of total assets at beginning of year2018-12-31$33,709,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,541
Total interest from all sources2018-12-31$14,664
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,642,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,642,808
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$757,885
Participant contributions at end of year2018-12-31$217,950
Participant contributions at beginning of year2018-12-31$237,066
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$46,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$21,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$21,790
Administrative expenses (other) incurred2018-12-31$12,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-600,402
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,087,125
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,687,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,494,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,027,805
Interest on participant loans2018-12-31$14,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,401,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$966,714
Employer contributions (assets) at end of year2018-12-31$396,406
Employer contributions (assets) at beginning of year2018-12-31$444,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$614,667
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2018-12-31201717681
2017 : UNITED RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,790
Total income from all sources (including contributions)2017-12-31$7,063,109
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,644,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,634,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,674,414
Value of total assets at end of year2017-12-31$33,709,317
Value of total assets at beginning of year2017-12-31$28,290,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,503
Total interest from all sources2017-12-31$11,964
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,175,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,175,381
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$668,148
Participant contributions at end of year2017-12-31$237,066
Participant contributions at beginning of year2017-12-31$236,553
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$45,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$21,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$21,790
Administrative expenses (other) incurred2017-12-31$10,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,418,433
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,687,527
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,269,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$33,027,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,544,921
Interest on participant loans2017-12-31$11,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,201,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$960,534
Employer contributions (assets) at end of year2017-12-31$444,446
Employer contributions (assets) at beginning of year2017-12-31$509,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,634,173
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2017-12-31201717681
2016 : UNITED RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,064,074
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$618,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$607,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,702,126
Value of total assets at end of year2016-12-31$28,290,884
Value of total assets at beginning of year2016-12-31$24,823,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,240
Total interest from all sources2016-12-31$13,697
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$932,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$932,982
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$605,877
Participant contributions at end of year2016-12-31$236,553
Participant contributions at beginning of year2016-12-31$268,700
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$141,515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$21,790
Other income not declared elsewhere2016-12-31$2,181
Administrative expenses (other) incurred2016-12-31$11,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,445,707
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,269,094
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,823,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,544,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,221,024
Interest on participant loans2016-12-31$13,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,413,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$954,734
Employer contributions (assets) at end of year2016-12-31$509,409
Employer contributions (assets) at beginning of year2016-12-31$333,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$607,127
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2016-12-31201717681
2015 : UNITED RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,582,037
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$612,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$612,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,578,460
Value of total assets at end of year2015-12-31$24,823,387
Value of total assets at beginning of year2015-12-31$23,854,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$918
Total interest from all sources2015-12-31$14,559
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$989,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$989,467
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$561,611
Participant contributions at end of year2015-12-31$268,700
Participant contributions at beginning of year2015-12-31$270,297
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$19,681
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,402
Administrative expenses (other) incurred2015-12-31$918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$969,102
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,823,387
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,854,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,221,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,549,167
Interest on participant loans2015-12-31$14,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,000,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,010,447
Employer contributions (assets) at end of year2015-12-31$333,663
Employer contributions (assets) at beginning of year2015-12-31$15,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$612,017
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2015-12-31201717681

Form 5500 Responses for UNITED RETIREMENT PLAN

2022: UNITED RETIREMENT 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED RETIREMENT 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED RETIREMENT 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED RETIREMENT 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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