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UHY SAVINGS PLAN 401k Plan overview

Plan NameUHY SAVINGS PLAN
Plan identification number 001

UHY SAVINGS 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

UHY ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:UHY ADVISORS, INC.
Employer identification number (EIN):364272852
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UHY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICK DAVID
0012016-01-01RICK DAVID
0012015-01-01RICK DAVID
0012014-01-01RICK DAVID
0012013-01-01AERICA LOVE
0012012-01-01RICHARD DAVID RICHARD DAVID2013-10-09
0012011-01-01RICHARD DAVID
0012010-01-01RICHARD DAVID
0012009-01-01RICHARD DAVID
0012009-01-01RICHARD DAVID

Plan Statistics for UHY SAVINGS PLAN

401k plan membership statisitcs for UHY SAVINGS PLAN

Measure Date Value
2022: UHY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,725
Total number of active participants reported on line 7a of the Form 55002022-01-011,343
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-01724
Total of all active and inactive participants2022-01-012,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-012,087
Number of participants with account balances2022-01-011,970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0164
2021: UHY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,581
Total number of active participants reported on line 7a of the Form 55002021-01-011,029
Number of retired or separated participants receiving benefits2021-01-0119
Number of other retired or separated participants entitled to future benefits2021-01-01673
Total of all active and inactive participants2021-01-011,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,725
Number of participants with account balances2021-01-011,621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0161
2020: UHY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,446
Total number of active participants reported on line 7a of the Form 55002020-01-01912
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01659
Total of all active and inactive participants2020-01-011,577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,581
Number of participants with account balances2020-01-011,516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0132
2019: UHY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,388
Total number of active participants reported on line 7a of the Form 55002019-01-01784
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01647
Total of all active and inactive participants2019-01-011,443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,446
Number of participants with account balances2019-01-011,387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0160
2018: UHY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,280
Total number of active participants reported on line 7a of the Form 55002018-01-01801
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-01572
Total of all active and inactive participants2018-01-011,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,388
Number of participants with account balances2018-01-011,310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0145
2017: UHY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,278
Total number of active participants reported on line 7a of the Form 55002017-01-01646
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-01620
Total of all active and inactive participants2017-01-011,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,280
Number of participants with account balances2017-01-011,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0133
2016: UHY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,266
Total number of active participants reported on line 7a of the Form 55002016-01-01626
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01640
Total of all active and inactive participants2016-01-011,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,278
Number of participants with account balances2016-01-011,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: UHY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,385
Total number of active participants reported on line 7a of the Form 55002015-01-01536
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01720
Total of all active and inactive participants2015-01-011,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,266
Number of participants with account balances2015-01-011,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0129
2014: UHY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,485
Total number of active participants reported on line 7a of the Form 55002014-01-01512
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01867
Total of all active and inactive participants2014-01-011,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,385
Number of participants with account balances2014-01-011,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0155
2013: UHY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,487
Total number of active participants reported on line 7a of the Form 55002013-01-01951
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01528
Total of all active and inactive participants2013-01-011,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,485
Number of participants with account balances2013-01-011,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0148
2012: UHY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,451
Total number of active participants reported on line 7a of the Form 55002012-01-01926
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01552
Total of all active and inactive participants2012-01-011,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,487
Number of participants with account balances2012-01-011,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0152
2011: UHY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,462
Total number of active participants reported on line 7a of the Form 55002011-01-01964
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01483
Total of all active and inactive participants2011-01-011,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,451
Number of participants with account balances2011-01-011,262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0168
2010: UHY SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,747
Total number of active participants reported on line 7a of the Form 55002010-01-01951
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01510
Total of all active and inactive participants2010-01-011,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,462
Number of participants with account balances2010-01-011,312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0167
2009: UHY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,738
Total number of active participants reported on line 7a of the Form 55002009-01-011,275
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01450
Total of all active and inactive participants2009-01-011,725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,729
Number of participants with account balances2009-01-011,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0167

Financial Data on UHY SAVINGS PLAN

Measure Date Value
2022 : UHY SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-4,355,713
Total unrealized appreciation/depreciation of assets2022-12-31$-4,355,713
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,511,803
Total loss/gain on sale of assets2022-12-31$-310,769
Total of all expenses incurred2022-12-31$7,532,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,462,620
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,135,946
Value of total assets at end of year2022-12-31$179,209,538
Value of total assets at beginning of year2022-12-31$199,253,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$69,022
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$228,749
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,075,026
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$5,921,581
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$257,922
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$276,799
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$13,373,794
Participant contributions at end of year2022-12-31$1,224,821
Participant contributions at beginning of year2022-12-31$1,114,997
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$-2,152
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$-13,854
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,407,306
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$7,125
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$77,478
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-20,043,853
Value of net assets at end of year (total assets less liabilities)2022-12-31$179,209,537
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$199,253,390
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$61,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$153,980,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$172,503,529
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$58,339
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$873
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$13,605,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$11,513,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$11,513,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$169,537
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$257,716
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-36,285,042
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$2,354,846
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$23,851
Income. Dividends from common stock2022-12-31$129,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,462,620
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$31,227
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$33,764
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$9,776,303
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$13,825,031
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$1,481,564
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,792,333
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF MUELLER
Accountancy firm EIN2022-12-31362658780
2021 : UHY SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,491,200
Total unrealized appreciation/depreciation of assets2021-12-31$1,491,200
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$38,520,468
Total loss/gain on sale of assets2021-12-31$495,346
Total of all expenses incurred2021-12-31$15,979,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,919,254
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,029,267
Value of total assets at end of year2021-12-31$199,253,390
Value of total assets at beginning of year2021-12-31$176,712,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,816
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$83,159
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,800,081
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$15,671,251
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$276,799
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$271,860
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$10,723,288
Participant contributions at end of year2021-12-31$1,114,997
Participant contributions at beginning of year2021-12-31$1,103,309
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$-13,854
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,528,244
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$4,850
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$22,540,601
Value of net assets at end of year (total assets less liabilities)2021-12-31$199,253,390
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$176,712,789
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$54,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$172,503,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$149,471,899
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$65,191
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$3,211
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$11,513,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$15,756,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$15,756,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$14,757
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$19,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,621,415
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$14,982
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,777,735
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$22,703
Income. Dividends from common stock2021-12-31$106,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,919,254
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$33,764
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$203,249
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$13,825,031
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$9,870,832
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$14,533,311
Aggregate carrying amount (costs) on sale of assets2021-12-31$14,037,965
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF MUELLER
Accountancy firm EIN2021-12-31362658780
2020 : UHY SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,379,084
Total unrealized appreciation/depreciation of assets2020-12-31$1,379,084
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$36,852,152
Total loss/gain on sale of assets2020-12-31$1,338,631
Total of all expenses incurred2020-12-31$10,757,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,711,306
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,712,807
Value of total assets at end of year2020-12-31$176,712,789
Value of total assets at beginning of year2020-12-31$150,617,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,021
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$155,464
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,531,846
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$4,429,896
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$271,860
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$52,446
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$8,936,502
Participant contributions at end of year2020-12-31$1,103,309
Participant contributions at beginning of year2020-12-31$1,097,294
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,636
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,081,578
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$7,394
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$5,098
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$26,094,825
Value of net assets at end of year (total assets less liabilities)2020-12-31$176,712,789
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$150,617,964
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$38,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$149,471,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$129,361,774
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$57,352
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$1,719
Income. Interest from corporate debt instruments2020-12-31$33,741
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$15,756,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$12,308,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$12,308,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$62,652
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$19,972
Asset value of US Government securities at beginning of year2020-12-31$558,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,734,320
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$14,982
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$694,727
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$14,972
Income. Dividends from common stock2020-12-31$86,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,711,306
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$203,249
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,230,999
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$9,870,832
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$5,999,632
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$21,685,648
Aggregate carrying amount (costs) on sale of assets2020-12-31$20,347,017
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PKF MUELLER
Accountancy firm EIN2020-12-31362658780
2019 : UHY SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,256,358
Total unrealized appreciation/depreciation of assets2019-12-31$1,256,358
Total unrealized appreciation/depreciation of assets2019-12-31$1,256,358
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$416
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$41,594,440
Total income from all sources (including contributions)2019-12-31$41,594,440
Total loss/gain on sale of assets2019-12-31$519,898
Total loss/gain on sale of assets2019-12-31$519,898
Total of all expenses incurred2019-12-31$9,227,979
Total of all expenses incurred2019-12-31$9,227,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,187,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,187,379
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$1,612
Value of total corrective distributions2019-12-31$1,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,564,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,564,549
Value of total assets at end of year2019-12-31$150,617,964
Value of total assets at end of year2019-12-31$150,617,964
Value of total assets at beginning of year2019-12-31$118,251,919
Value of total assets at beginning of year2019-12-31$118,251,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,988
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$322,186
Total interest from all sources2019-12-31$322,186
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,626,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$4,533,763
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,533,763
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$52,446
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$52,446
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$32,775
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$32,775
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,780,087
Contributions received from participants2019-12-31$7,780,087
Participant contributions at end of year2019-12-31$1,097,294
Participant contributions at end of year2019-12-31$1,097,294
Participant contributions at beginning of year2019-12-31$858,126
Participant contributions at beginning of year2019-12-31$858,126
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,636
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,636
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$-1,873
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$-1,873
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,784,462
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$416
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$5,991
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$5,098
Total non interest bearing cash at end of year2019-12-31$5,098
Total non interest bearing cash at beginning of year2019-12-31$1,135
Total non interest bearing cash at beginning of year2019-12-31$1,135
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
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
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$32,366,461
Value of net income/loss2019-12-31$32,366,461
Value of net assets at end of year (total assets less liabilities)2019-12-31$150,617,964
Value of net assets at end of year (total assets less liabilities)2019-12-31$150,617,964
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$118,251,503
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$118,251,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$32,997
Investment advisory and management fees2019-12-31$32,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$129,361,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$129,361,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$99,293,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$99,293,873
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$55,822
Interest on participant loans2019-12-31$55,822
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$714
Income. Interest from US Government securities2019-12-31$714
Income. Interest from corporate debt instruments2019-12-31$50,634
Income. Interest from corporate debt instruments2019-12-31$50,634
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12,308,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12,308,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$11,009,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$11,009,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$11,009,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$11,009,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$215,016
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$215,016
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$558,961
Asset value of US Government securities at end of year2019-12-31$558,961
Asset value of US Government securities at beginning of year2019-12-31$90,218
Asset value of US Government securities at beginning of year2019-12-31$90,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,304,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,304,650
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,335,843
Employer contributions (assets) at beginning of year2019-12-31$1,335,843
Income. Dividends from preferred stock2019-12-31$2,103
Income. Dividends from preferred stock2019-12-31$2,103
Income. Dividends from common stock2019-12-31$90,933
Income. Dividends from common stock2019-12-31$90,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,187,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,187,379
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,230,999
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,230,999
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,170,809
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,170,809
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$5,999,632
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$5,999,632
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,461,828
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,461,828
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$9,228,774
Aggregate proceeds on sale of assets2019-12-31$9,228,774
Aggregate carrying amount (costs) on sale of assets2019-12-31$8,708,876
Aggregate carrying amount (costs) on sale of assets2019-12-31$8,708,876
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MUELLER & CO., LLP
Accountancy firm name2019-12-31MUELLER & CO., LLP
Accountancy firm EIN2019-12-31362658780
Accountancy firm EIN2019-12-31362658780
2018 : UHY SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-565,050
Total unrealized appreciation/depreciation of assets2018-12-31$-565,050
Total transfer of assets to this plan2018-12-31$2,387,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$199
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,830,552
Total loss/gain on sale of assets2018-12-31$16,537
Total of all expenses incurred2018-12-31$5,170,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,138,549
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,031,366
Value of total assets at end of year2018-12-31$118,251,919
Value of total assets at beginning of year2018-12-31$119,204,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,986
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$224,098
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,362,645
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$6,280,679
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$32,775
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$12,510
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$6,670,068
Participant contributions at end of year2018-12-31$858,126
Participant contributions at beginning of year2018-12-31$647,264
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$-1,873
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$9,005
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,025,286
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$199
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$5,294
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$1,135
Total non interest bearing cash at beginning of year2018-12-31$15,000
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-3,339,983
Value of net assets at end of year (total assets less liabilities)2018-12-31$118,251,503
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$119,203,842
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$26,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$99,293,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$102,739,322
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$37,242
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$40,687
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$11,009,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$9,803,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$9,803,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$146,169
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$90,218
Asset value of US Government securities at beginning of year2018-12-31$28,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,239,044
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$1,336,012
Employer contributions (assets) at end of year2018-12-31$1,335,843
Employer contributions (assets) at beginning of year2018-12-31$1,189,250
Income. Dividends from preferred stock2018-12-31$1,622
Income. Dividends from common stock2018-12-31$80,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,138,549
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,170,809
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$748,631
Contract administrator fees2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$4,461,828
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$4,011,186
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$6,537,540
Aggregate carrying amount (costs) on sale of assets2018-12-31$6,521,003
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31MUELLER & CO., LLP
Accountancy firm EIN2018-12-31362658780
2017 : UHY SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$681,988
Total unrealized appreciation/depreciation of assets2017-12-31$681,988
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$26,269,844
Total loss/gain on sale of assets2017-12-31$32,134
Total of all expenses incurred2017-12-31$7,019,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,994,794
Expenses. Certain deemed distributions of participant loans2017-12-31$2,877
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,689,829
Value of total assets at end of year2017-12-31$119,204,041
Value of total assets at beginning of year2017-12-31$99,953,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,125
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$101,626
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,776,212
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$4,702,744
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$12,510
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$6,110,251
Participant contributions at end of year2017-12-31$647,264
Participant contributions at beginning of year2017-12-31$740,913
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$67,007
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,005
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$13,588
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,390,328
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$4,497
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$15,000
Total non interest bearing cash at beginning of year2017-12-31$1,682
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$19,250,048
Value of net assets at end of year (total assets less liabilities)2017-12-31$119,203,842
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$99,953,794
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$17,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$102,739,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$82,964,212
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$29,561
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$598
Income. Interest from corporate debt instruments2017-12-31$11,171
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$9,803,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,439,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,439,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$60,296
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$28,007
Asset value of US Government securities at beginning of year2017-12-31$127,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,988,055
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,189,250
Employer contributions (assets) at end of year2017-12-31$1,189,250
Employer contributions (assets) at beginning of year2017-12-31$1,039,271
Income. Dividends from preferred stock2017-12-31$619
Income. Dividends from common stock2017-12-31$72,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,994,794
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$748,631
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$297,690
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$4,011,186
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,262,372
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$1,124,507
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,092,373
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31MUELLER & CO., LLP
Accountancy firm EIN2017-12-31362658780
2016 : UHY SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$260,330
Total unrealized appreciation/depreciation of assets2016-12-31$260,330
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$13,965,774
Total loss/gain on sale of assets2016-12-31$149,576
Total of all expenses incurred2016-12-31$9,889,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,866,987
Expenses. Certain deemed distributions of participant loans2016-12-31$3,921
Value of total corrective distributions2016-12-31$2,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,594,612
Value of total assets at end of year2016-12-31$99,953,794
Value of total assets at beginning of year2016-12-31$95,877,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,414
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$52,007
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,841,403
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$2,732,965
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$5,200,502
Participant contributions at end of year2016-12-31$740,913
Participant contributions at beginning of year2016-12-31$794,721
Participant contributions at end of year2016-12-31$67,007
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$13,588
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,005
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$354,839
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$5,184
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$1,682
Total non interest bearing cash at beginning of year2016-12-31$3,527
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$4,076,521
Value of net assets at end of year (total assets less liabilities)2016-12-31$99,953,794
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$95,877,273
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$10,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$82,964,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$80,833,012
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$31,602
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$697
Income. Interest from corporate debt instruments2016-12-31$9,510
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$10,439,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$9,025,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$9,025,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$10,198
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$127,918
Asset value of US Government securities at beginning of year2016-12-31$19,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,067,846
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,039,271
Employer contributions (assets) at end of year2016-12-31$1,039,271
Employer contributions (assets) at beginning of year2016-12-31$936,295
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$108,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,866,987
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$297,690
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$175,009
Contract administrator fees2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,262,372
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,083,374
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$5,354,377
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,204,801
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31MUELLER & CO., LLP
Accountancy firm EIN2016-12-31362658780
2015 : UHY SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-436,134
Total unrealized appreciation/depreciation of assets2015-12-31$-436,134
Total transfer of assets to this plan2015-12-31$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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,886,244
Total loss/gain on sale of assets2015-12-31$-57,497
Total of all expenses incurred2015-12-31$24,121,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$24,110,037
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,231,509
Value of total assets at end of year2015-12-31$95,877,273
Value of total assets at beginning of year2015-12-31$115,112,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,151
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$43,434
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,105,729
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$4,003,722
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$4,396,284
Participant contributions at end of year2015-12-31$794,721
Participant contributions at beginning of year2015-12-31$1,131,434
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,005
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$25,314
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$508,652
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$5,153
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$3,527
Total non interest bearing cash at beginning of year2015-12-31$1,291
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-19,234,944
Value of net assets at end of year (total assets less liabilities)2015-12-31$95,877,273
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$115,112,217
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$5,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$80,833,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$95,596,076
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$35,835
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$88
Income. Interest from corporate debt instruments2015-12-31$7,319
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$9,025,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$11,389,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$11,389,468
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$192
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$19,969
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,000,797
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,326,573
Employer contributions (assets) at end of year2015-12-31$936,295
Employer contributions (assets) at beginning of year2015-12-31$856,816
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$102,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$24,110,037
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$175,009
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$151,670
Contract administrator fees2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,083,374
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$5,960,148
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$9,472,849
Aggregate carrying amount (costs) on sale of assets2015-12-31$9,530,346
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31MUELLER & CO., LLP
Accountancy firm EIN2015-12-31362658780
2014 : UHY SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$112,791
Total unrealized appreciation/depreciation of assets2014-12-31$112,791
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$14,402,852
Total loss/gain on sale of assets2014-12-31$-155,895
Total of all expenses incurred2014-12-31$14,202,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,197,289
Expenses. Certain deemed distributions of participant loans2014-12-31$-5,889
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,014,890
Value of total assets at end of year2014-12-31$115,112,217
Value of total assets at beginning of year2014-12-31$114,911,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,954
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$59,050
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,615,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,505,739
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,564,811
Participant contributions at end of year2014-12-31$1,131,434
Participant contributions at beginning of year2014-12-31$1,068,015
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$206,578
Assets. Other investments not covered elsewhere at end of year2014-12-31$25,314
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$90,144
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$555,183
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$7,667
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$1,291
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$200,498
Value of net assets at end of year (total assets less liabilities)2014-12-31$115,112,217
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$114,911,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$3,287
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$95,596,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$95,913,174
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$48,882
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$7,763
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$11,389,468
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$11,459,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$11,459,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,405
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$756,956
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$894,896
Employer contributions (assets) at end of year2014-12-31$856,816
Employer contributions (assets) at beginning of year2014-12-31$1,526,782
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$109,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$14,197,289
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$151,670
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$107,882
Contract administrator fees2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$5,960,148
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$4,539,448
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$11,942,898
Aggregate carrying amount (costs) on sale of assets2014-12-31$12,098,793
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MUELLER & CO., LLP
Accountancy firm EIN2014-12-31362658780
2013 : UHY SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$602,295
Total unrealized appreciation/depreciation of assets2013-12-31$602,295
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$27,899,776
Total loss/gain on sale of assets2013-12-31$564,282
Total of all expenses incurred2013-12-31$7,624,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,607,848
Expenses. Certain deemed distributions of participant loans2013-12-31$8,579
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,235,098
Value of total assets at end of year2013-12-31$114,911,719
Value of total assets at beginning of year2013-12-31$94,636,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,428
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$64,591
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,574,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,481,503
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,140,184
Participant contributions at end of year2013-12-31$1,068,015
Participant contributions at beginning of year2013-12-31$1,222,139
Participant contributions at end of year2013-12-31$206,578
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$90,144
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$38
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$561,621
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$6,469
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$2,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$20,274,921
Value of net assets at end of year (total assets less liabilities)2013-12-31$114,911,719
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$94,636,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$1,959
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$95,913,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$77,580,960
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$45,501
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$7,029
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$11,459,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$11,056,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$11,056,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$12,061
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,859,273
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,533,293
Employer contributions (assets) at end of year2013-12-31$1,526,782
Employer contributions (assets) at beginning of year2013-12-31$1,448,720
Income. Dividends from preferred stock2013-12-31$2,916
Income. Dividends from common stock2013-12-31$89,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,607,848
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$107,882
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$113,297
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$4,539,448
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$3,213,135
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$8,232,595
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,668,313
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2013-12-31390859910
2012 : UHY SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-18,445
Total unrealized appreciation/depreciation of assets2012-12-31$-18,445
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,550
Total income from all sources (including contributions)2012-12-31$18,005,276
Total loss/gain on sale of assets2012-12-31$25,021
Total of all expenses incurred2012-12-31$5,005,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,000,741
Expenses. Certain deemed distributions of participant loans2012-12-31$-1,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,428,964
Value of total assets at end of year2012-12-31$94,636,798
Value of total assets at beginning of year2012-12-31$81,638,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,467
Total interest from all sources2012-12-31$115,257
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,260,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,194,733
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,588,181
Participant contributions at end of year2012-12-31$1,222,139
Participant contributions at beginning of year2012-12-31$1,304,295
Assets. Other investments not covered elsewhere at end of year2012-12-31$38
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$10,276
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$379,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,550
Administrative expenses (other) incurred2012-12-31$5,800
Total non interest bearing cash at end of year2012-12-31$2,277
Total non interest bearing cash at beginning of year2012-12-31$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$12,999,603
Value of net assets at end of year (total assets less liabilities)2012-12-31$94,636,798
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$81,637,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$667
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$77,580,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$64,867,406
Interest on participant loans2012-12-31$54,032
Income. Interest from corporate debt instruments2012-12-31$3,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$11,056,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$11,235,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$11,235,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$57,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,193,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,461,563
Employer contributions (assets) at end of year2012-12-31$1,448,720
Employer contributions (assets) at beginning of year2012-12-31$1,299,313
Income. Dividends from common stock2012-12-31$66,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,000,741
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$113,297
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$80,061
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$3,213,135
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,841,655
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$4,140,716
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,115,695
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2012-12-31390859910
2011 : UHY SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$6,893
Total unrealized appreciation/depreciation of assets2011-12-31$6,893
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,428,062
Total loss/gain on sale of assets2011-12-31$-116,864
Total of all expenses incurred2011-12-31$5,339,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,228,156
Expenses. Certain deemed distributions of participant loans2011-12-31$27,133
Value of total corrective distributions2011-12-31$77,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,640,574
Value of total assets at end of year2011-12-31$81,638,745
Value of total assets at beginning of year2011-12-31$81,548,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,544
Total interest from all sources2011-12-31$68,543
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,071,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,021,865
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,241,941
Participant contributions at end of year2011-12-31$1,304,295
Participant contributions at beginning of year2011-12-31$1,390,957
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$233,192
Assets. Other investments not covered elsewhere at end of year2011-12-31$10,276
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,043,573
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,096,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$6,531
Total non interest bearing cash at end of year2011-12-31$425
Total non interest bearing cash at beginning of year2011-12-31$1,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$88,925
Value of net assets at end of year (total assets less liabilities)2011-12-31$81,637,195
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$81,548,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$13
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$64,867,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$62,356,791
Interest on participant loans2011-12-31$63,887
Income. Interest from corporate debt instruments2011-12-31$619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$11,235,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$11,930,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$11,930,988
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,242,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,301,978
Employer contributions (assets) at end of year2011-12-31$1,299,313
Employer contributions (assets) at beginning of year2011-12-31$1,591,733
Income. Dividends from common stock2011-12-31$49,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,228,156
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$80,061
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,841,655
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$3,494,685
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,611,549
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2011-12-31390859910
2010 : UHY SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$17,027,714
Total of all expenses incurred2010-12-31$12,503,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,500,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,290,544
Value of total assets at end of year2010-12-31$81,548,270
Value of total assets at beginning of year2010-12-31$77,023,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,700
Total interest from all sources2010-12-31$60,114
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$304,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$304,146
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,628,577
Participant contributions at end of year2010-12-31$1,390,957
Participant contributions at beginning of year2010-12-31$1,022,486
Participant contributions at end of year2010-12-31$233,192
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,043,573
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,816,483
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$195,087
Other income not declared elsewhere2010-12-31$498,861
Administrative expenses (other) incurred2010-12-31$2,700
Total non interest bearing cash at end of year2010-12-31$1,036
Total non interest bearing cash at beginning of year2010-12-31$252,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,524,495
Value of net assets at end of year (total assets less liabilities)2010-12-31$81,548,270
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$77,023,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$62,356,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$60,233,076
Interest on participant loans2010-12-31$60,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$11,930,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$10,801,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$10,801,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,874,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,466,880
Employer contributions (assets) at end of year2010-12-31$1,591,733
Employer contributions (assets) at beginning of year2010-12-31$1,897,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,500,519
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2010-12-31390859910
2009 : UHY SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UHY SAVINGS PLAN

2022: UHY SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: UHY SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UHY SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UHY SAVINGS 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: UHY SAVINGS 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: UHY SAVINGS 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UHY SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UHY SAVINGS 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
2014: UHY SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UHY SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UHY SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UHY SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UHY SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UHY SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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