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Plan Name | UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | UNITED SUPPLIERS, INC. |
Employer identification number (EIN): | 420868905 |
NAIC Classification: | 424910 |
NAIC Description: | Farm Supplies Merchant Wholesalers |
Additional information about UNITED SUPPLIERS, INC.
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 1963-01-14 |
Company Identification Number: | 041598 |
Legal Registered Office Address: |
224 S BELL AVE AMES United States of America (USA) 50010 |
More information about UNITED SUPPLIERS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2016-10-01 | JAMIE WELCH | |||
004 | 2015-10-01 | JAMIE WELCH | |||
004 | 2014-10-01 | JAMIE WELCH | |||
004 | 2013-10-01 | JAMIE WELCH | |||
004 | 2012-10-01 | LADYNE MCCOY | |||
004 | 2011-10-01 | LADYNE MCCOY | |||
004 | 2010-10-01 | ROGER KRULL | |||
004 | 2009-10-01 | ROGER KRULL |
Measure | Date | Value |
---|---|---|
2016: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-10-01 | 732 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 453 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 321 |
Total of all active and inactive participants | 2016-10-01 | 787 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 787 |
Number of participants with account balances | 2016-10-01 | 767 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
2015: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-10-01 | 702 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 512 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 210 |
Total of all active and inactive participants | 2015-10-01 | 731 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 1 |
Total participants | 2015-10-01 | 732 |
Number of participants with account balances | 2015-10-01 | 712 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 49 |
2014: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-10-01 | 672 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 491 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 201 |
Total of all active and inactive participants | 2014-10-01 | 701 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 1 |
Total participants | 2014-10-01 | 702 |
Number of participants with account balances | 2014-10-01 | 666 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 44 |
2013: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-10-01 | 634 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 471 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 193 |
Total of all active and inactive participants | 2013-10-01 | 671 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 1 |
Total participants | 2013-10-01 | 672 |
Number of participants with account balances | 2013-10-01 | 589 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 18 |
2012: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-10-01 | 698 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 421 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 204 |
Total of all active and inactive participants | 2012-10-01 | 633 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 1 |
Total participants | 2012-10-01 | 634 |
Number of participants with account balances | 2012-10-01 | 561 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 11 |
2011: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-10-01 | 690 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 407 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 273 |
Total of all active and inactive participants | 2011-10-01 | 694 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 4 |
Total participants | 2011-10-01 | 698 |
Number of participants with account balances | 2011-10-01 | 595 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 28 |
2010: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-10-01 | 683 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 465 |
Number of retired or separated participants receiving benefits | 2010-10-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 208 |
Total of all active and inactive participants | 2010-10-01 | 687 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 3 |
Total participants | 2010-10-01 | 690 |
Number of participants with account balances | 2010-10-01 | 603 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 20 |
2009: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-10-01 | 766 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 463 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 206 |
Total of all active and inactive participants | 2009-10-01 | 680 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 3 |
Total participants | 2009-10-01 | 683 |
Number of participants with account balances | 2009-10-01 | 596 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 23 |
Measure | Date | Value |
---|---|---|
2017 : UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2017-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2017-09-30 | $0 |
Total transfer of assets to this plan | 2017-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $0 |
Expenses. Interest paid | 2017-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-09-30 | $0 |
Total income from all sources (including contributions) | 2017-09-30 | $17,166,193 |
Total loss/gain on sale of assets | 2017-09-30 | $0 |
Total of all expenses incurred | 2017-09-30 | $10,727,458 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $10,689,104 |
Expenses. Certain deemed distributions of participant loans | 2017-09-30 | $-3,964 |
Value of total corrective distributions | 2017-09-30 | $37,055 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $8,097,218 |
Value of total assets at end of year | 2017-09-30 | $71,760,196 |
Value of total assets at beginning of year | 2017-09-30 | $65,321,461 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $5,263 |
Total income from rents | 2017-09-30 | $0 |
Total interest from all sources | 2017-09-30 | $43,770 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $2,928,458 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-09-30 | $2,928,458 |
Assets. Real estate other than employer real property at end of year | 2017-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2017-09-30 | $0 |
Administrative expenses professional fees incurred | 2017-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-09-30 | $0 |
Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
Value of fidelity bond cover | 2017-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
Contributions received from participants | 2017-09-30 | $3,510,473 |
Participant contributions at end of year | 2017-09-30 | $798,365 |
Participant contributions at beginning of year | 2017-09-30 | $986,099 |
Participant contributions at end of year | 2017-09-30 | $0 |
Participant contributions at beginning of year | 2017-09-30 | $102,836 |
Assets. Other investments not covered elsewhere at end of year | 2017-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-09-30 | $229,272 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2017-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2017-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-09-30 | $0 |
Other income not declared elsewhere | 2017-09-30 | $0 |
Administrative expenses (other) incurred | 2017-09-30 | $5,263 |
Liabilities. Value of operating payables at end of year | 2017-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-09-30 | $0 |
Total non interest bearing cash at end of year | 2017-09-30 | $3,507 |
Total non interest bearing cash at beginning of year | 2017-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Income. Non cash contributions | 2017-09-30 | $0 |
Value of net income/loss | 2017-09-30 | $6,438,735 |
Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $71,760,196 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $65,321,461 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2017-09-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2017-09-30 | $0 |
Investment advisory and management fees | 2017-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-09-30 | $63,874,614 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-09-30 | $56,895,611 |
Value of interest in pooled separate accounts at end of year | 2017-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-09-30 | $0 |
Interest on participant loans | 2017-09-30 | $43,770 |
Income. Interest from loans (other than to participants) | 2017-09-30 | $0 |
Interest earned on other investments | 2017-09-30 | $0 |
Income. Interest from US Government securities | 2017-09-30 | $0 |
Income. Interest from corporate debt instruments | 2017-09-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2017-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2017-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2017-09-30 | $3,471,250 |
Value of interest in common/collective trusts at beginning of year | 2017-09-30 | $3,646,800 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-09-30 | $161,224 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-09-30 | $195,916 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-09-30 | $195,916 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-09-30 | $0 |
Asset value of US Government securities at end of year | 2017-09-30 | $0 |
Asset value of US Government securities at beginning of year | 2017-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-09-30 | $6,104,043 |
Net investment gain/loss from pooled separate accounts | 2017-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2017-09-30 | $-7,296 |
Net gain/loss from 103.12 investment entities | 2017-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
Assets. Invements in employer securities at end of year | 2017-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-09-30 | $0 |
Assets. Value of employer real property at end of year | 2017-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2017-09-30 | $0 |
Contributions received in cash from employer | 2017-09-30 | $4,357,473 |
Employer contributions (assets) at end of year | 2017-09-30 | $3,451,236 |
Employer contributions (assets) at beginning of year | 2017-09-30 | $3,494,199 |
Income. Dividends from preferred stock | 2017-09-30 | $0 |
Income. Dividends from common stock | 2017-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $10,689,104 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-09-30 | $0 |
Contract administrator fees | 2017-09-30 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-09-30 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-09-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2017-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-09-30 | $0 |
Did the plan have assets held for investment | 2017-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
Aggregate proceeds on sale of assets | 2017-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2017-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2017-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-09-30 | $0 |
2016 : UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2016-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2016-09-30 | $0 |
Total transfer of assets to this plan | 2016-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $0 |
Expenses. Interest paid | 2016-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-09-30 | $0 |
Total income from all sources (including contributions) | 2016-09-30 | $13,886,953 |
Total loss/gain on sale of assets | 2016-09-30 | $308 |
Total of all expenses incurred | 2016-09-30 | $6,302,538 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $6,298,626 |
Expenses. Certain deemed distributions of participant loans | 2016-09-30 | $0 |
Value of total corrective distributions | 2016-09-30 | $268 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $8,460,652 |
Value of total assets at end of year | 2016-09-30 | $65,321,461 |
Value of total assets at beginning of year | 2016-09-30 | $57,737,046 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $3,644 |
Total income from rents | 2016-09-30 | $0 |
Total interest from all sources | 2016-09-30 | $41,655 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $2,784,460 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-09-30 | $2,784,417 |
Assets. Real estate other than employer real property at end of year | 2016-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2016-09-30 | $0 |
Administrative expenses professional fees incurred | 2016-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-09-30 | $0 |
Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
Value of fidelity bond cover | 2016-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Contributions received from participants | 2016-09-30 | $3,351,683 |
Participant contributions at end of year | 2016-09-30 | $986,099 |
Participant contributions at beginning of year | 2016-09-30 | $999,147 |
Participant contributions at end of year | 2016-09-30 | $102,836 |
Participant contributions at beginning of year | 2016-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-09-30 | $696,396 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2016-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2016-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-09-30 | $0 |
Other income not declared elsewhere | 2016-09-30 | $0 |
Administrative expenses (other) incurred | 2016-09-30 | $3,644 |
Liabilities. Value of operating payables at end of year | 2016-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-09-30 | $0 |
Total non interest bearing cash at end of year | 2016-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2016-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Income. Non cash contributions | 2016-09-30 | $0 |
Value of net income/loss | 2016-09-30 | $7,584,415 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $65,321,461 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $57,737,046 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2016-09-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2016-09-30 | $0 |
Investment advisory and management fees | 2016-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-09-30 | $56,895,611 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-09-30 | $49,973,009 |
Value of interest in pooled separate accounts at end of year | 2016-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-09-30 | $0 |
Interest on participant loans | 2016-09-30 | $41,655 |
Income. Interest from loans (other than to participants) | 2016-09-30 | $0 |
Interest earned on other investments | 2016-09-30 | $0 |
Income. Interest from US Government securities | 2016-09-30 | $0 |
Income. Interest from corporate debt instruments | 2016-09-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2016-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2016-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2016-09-30 | $3,646,800 |
Value of interest in common/collective trusts at beginning of year | 2016-09-30 | $3,782,788 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-09-30 | $195,916 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-09-30 | $3,694 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-09-30 | $3,694 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-09-30 | $0 |
Asset value of US Government securities at end of year | 2016-09-30 | $0 |
Asset value of US Government securities at beginning of year | 2016-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-09-30 | $2,541,813 |
Net investment gain/loss from pooled separate accounts | 2016-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2016-09-30 | $58,065 |
Net gain/loss from 103.12 investment entities | 2016-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Assets. Invements in employer securities at end of year | 2016-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-09-30 | $0 |
Assets. Value of employer real property at end of year | 2016-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2016-09-30 | $0 |
Contributions received in cash from employer | 2016-09-30 | $4,412,573 |
Employer contributions (assets) at end of year | 2016-09-30 | $3,494,199 |
Employer contributions (assets) at beginning of year | 2016-09-30 | $2,971,452 |
Income. Dividends from preferred stock | 2016-09-30 | $0 |
Income. Dividends from common stock | 2016-09-30 | $43 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $6,298,626 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-09-30 | $0 |
Contract administrator fees | 2016-09-30 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-09-30 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-09-30 | $6,956 |
Liabilities. Value of benefit claims payable at end of year | 2016-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-09-30 | $0 |
Did the plan have assets held for investment | 2016-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
Aggregate proceeds on sale of assets | 2016-09-30 | $7,307 |
Aggregate carrying amount (costs) on sale of assets | 2016-09-30 | $6,999 |
Liabilities. Value of acquisition indebtedness at end of year | 2016-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-09-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Disclaimer |
Accountancy firm name | 2016-09-30 | RSM US LLP |
Accountancy firm EIN | 2016-09-30 | 420714325 |
2015 : UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2015-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-09-30 | $-720 |
Total unrealized appreciation/depreciation of assets | 2015-09-30 | $-720 |
Total transfer of assets to this plan | 2015-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
Expenses. Interest paid | 2015-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-09-30 | $0 |
Total income from all sources (including contributions) | 2015-09-30 | $6,689,109 |
Total loss/gain on sale of assets | 2015-09-30 | $0 |
Total of all expenses incurred | 2015-09-30 | $9,323,606 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $9,317,079 |
Expenses. Certain deemed distributions of participant loans | 2015-09-30 | $114 |
Value of total corrective distributions | 2015-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $6,778,102 |
Value of total assets at end of year | 2015-09-30 | $57,737,046 |
Value of total assets at beginning of year | 2015-09-30 | $60,371,543 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $6,413 |
Total income from rents | 2015-09-30 | $0 |
Total interest from all sources | 2015-09-30 | $44,980 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $2,599,427 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-09-30 | $2,599,276 |
Assets. Real estate other than employer real property at end of year | 2015-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2015-09-30 | $0 |
Administrative expenses professional fees incurred | 2015-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-09-30 | $0 |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Contributions received from participants | 2015-09-30 | $2,545,711 |
Participant contributions at end of year | 2015-09-30 | $999,147 |
Participant contributions at beginning of year | 2015-09-30 | $1,141,804 |
Participant contributions at end of year | 2015-09-30 | $0 |
Participant contributions at beginning of year | 2015-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-09-30 | $448,744 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2015-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2015-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-09-30 | $0 |
Other income not declared elsewhere | 2015-09-30 | $0 |
Administrative expenses (other) incurred | 2015-09-30 | $6,413 |
Liabilities. Value of operating payables at end of year | 2015-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-09-30 | $0 |
Total non interest bearing cash at end of year | 2015-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2015-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Income. Non cash contributions | 2015-09-30 | $0 |
Value of net income/loss | 2015-09-30 | $-2,634,497 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $57,737,046 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $60,371,543 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2015-09-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2015-09-30 | $0 |
Investment advisory and management fees | 2015-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $49,973,009 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $52,248,456 |
Value of interest in pooled separate accounts at end of year | 2015-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-09-30 | $0 |
Interest on participant loans | 2015-09-30 | $44,980 |
Income. Interest from loans (other than to participants) | 2015-09-30 | $0 |
Interest earned on other investments | 2015-09-30 | $0 |
Income. Interest from US Government securities | 2015-09-30 | $0 |
Income. Interest from corporate debt instruments | 2015-09-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2015-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2015-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2015-09-30 | $3,782,788 |
Value of interest in common/collective trusts at beginning of year | 2015-09-30 | $4,746,989 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-09-30 | $3,694 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-09-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-09-30 | $0 |
Asset value of US Government securities at end of year | 2015-09-30 | $0 |
Asset value of US Government securities at beginning of year | 2015-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-09-30 | $-2,773,796 |
Net investment gain/loss from pooled separate accounts | 2015-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2015-09-30 | $41,116 |
Net gain/loss from 103.12 investment entities | 2015-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Assets. Invements in employer securities at end of year | 2015-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-09-30 | $0 |
Assets. Value of employer real property at end of year | 2015-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2015-09-30 | $0 |
Contributions received in cash from employer | 2015-09-30 | $3,783,647 |
Employer contributions (assets) at end of year | 2015-09-30 | $2,971,452 |
Employer contributions (assets) at beginning of year | 2015-09-30 | $2,234,294 |
Income. Dividends from preferred stock | 2015-09-30 | $0 |
Income. Dividends from common stock | 2015-09-30 | $151 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $9,317,079 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-09-30 | $0 |
Contract administrator fees | 2015-09-30 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-09-30 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-09-30 | $6,956 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-09-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2015-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-09-30 | $0 |
Did the plan have assets held for investment | 2015-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Aggregate proceeds on sale of assets | 2015-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2015-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-09-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Disclaimer |
Accountancy firm name | 2015-09-30 | RSM US LLP |
Accountancy firm EIN | 2015-09-30 | 420714325 |
2014 : UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $0 |
Total transfer of assets to this plan | 2014-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Expenses. Interest paid | 2014-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-09-30 | $0 |
Total income from all sources (including contributions) | 2014-09-30 | $10,660,827 |
Total loss/gain on sale of assets | 2014-09-30 | $0 |
Total of all expenses incurred | 2014-09-30 | $4,730,296 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $4,696,342 |
Expenses. Certain deemed distributions of participant loans | 2014-09-30 | $0 |
Value of total corrective distributions | 2014-09-30 | $23,785 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $5,330,710 |
Value of total assets at end of year | 2014-09-30 | $60,371,543 |
Value of total assets at beginning of year | 2014-09-30 | $54,441,012 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $10,169 |
Total income from rents | 2014-09-30 | $0 |
Total interest from all sources | 2014-09-30 | $47,164 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $2,722,845 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-09-30 | $2,722,845 |
Assets. Real estate other than employer real property at end of year | 2014-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-09-30 | $0 |
Administrative expenses professional fees incurred | 2014-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-09-30 | $0 |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Contributions received from participants | 2014-09-30 | $2,241,050 |
Participant contributions at end of year | 2014-09-30 | $1,141,804 |
Participant contributions at beginning of year | 2014-09-30 | $898,068 |
Participant contributions at end of year | 2014-09-30 | $0 |
Participant contributions at beginning of year | 2014-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-09-30 | $202,868 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-09-30 | $0 |
Other income not declared elsewhere | 2014-09-30 | $0 |
Administrative expenses (other) incurred | 2014-09-30 | $10,169 |
Liabilities. Value of operating payables at end of year | 2014-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-09-30 | $0 |
Total non interest bearing cash at end of year | 2014-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2014-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Income. Non cash contributions | 2014-09-30 | $0 |
Value of net income/loss | 2014-09-30 | $5,930,531 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $60,371,543 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $54,441,012 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2014-09-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-09-30 | $0 |
Investment advisory and management fees | 2014-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $52,248,456 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $46,569,765 |
Value of interest in pooled separate accounts at end of year | 2014-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-09-30 | $0 |
Interest on participant loans | 2014-09-30 | $47,164 |
Income. Interest from loans (other than to participants) | 2014-09-30 | $0 |
Interest earned on other investments | 2014-09-30 | $0 |
Income. Interest from US Government securities | 2014-09-30 | $0 |
Income. Interest from corporate debt instruments | 2014-09-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2014-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2014-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2014-09-30 | $4,746,989 |
Value of interest in common/collective trusts at beginning of year | 2014-09-30 | $5,041,623 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-09-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-09-30 | $0 |
Asset value of US Government securities at end of year | 2014-09-30 | $0 |
Asset value of US Government securities at beginning of year | 2014-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-09-30 | $2,534,555 |
Net investment gain/loss from pooled separate accounts | 2014-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2014-09-30 | $25,553 |
Net gain/loss from 103.12 investment entities | 2014-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Assets. Invements in employer securities at end of year | 2014-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-09-30 | $0 |
Assets. Value of employer real property at end of year | 2014-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2014-09-30 | $0 |
Contributions received in cash from employer | 2014-09-30 | $2,886,792 |
Employer contributions (assets) at end of year | 2014-09-30 | $2,234,294 |
Employer contributions (assets) at beginning of year | 2014-09-30 | $1,931,556 |
Income. Dividends from preferred stock | 2014-09-30 | $0 |
Income. Dividends from common stock | 2014-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $4,696,342 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-09-30 | $0 |
Contract administrator fees | 2014-09-30 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-09-30 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-09-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2014-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-09-30 | $0 |
Did the plan have assets held for investment | 2014-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Aggregate proceeds on sale of assets | 2014-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-09-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Disclaimer |
Accountancy firm name | 2014-09-30 | MCGLADREY LLP |
Accountancy firm EIN | 2014-09-30 | 420714325 |
2013 : UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total income from all sources (including contributions) | 2013-09-30 | $11,708,566 |
Total of all expenses incurred | 2013-09-30 | $7,543,144 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $7,532,315 |
Expenses. Certain deemed distributions of participant loans | 2013-09-30 | $207 |
Value of total corrective distributions | 2013-09-30 | $2,122 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $5,202,719 |
Value of total assets at end of year | 2013-09-30 | $54,441,012 |
Value of total assets at beginning of year | 2013-09-30 | $50,275,590 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $8,500 |
Total interest from all sources | 2013-09-30 | $41,083 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $1,767,463 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-09-30 | $1,767,463 |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Contributions received from participants | 2013-09-30 | $1,940,081 |
Participant contributions at end of year | 2013-09-30 | $898,068 |
Participant contributions at beginning of year | 2013-09-30 | $877,959 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-09-30 | $898,520 |
Administrative expenses (other) incurred | 2013-09-30 | $8,500 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $4,165,422 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $54,441,012 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $50,275,590 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $46,569,765 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $40,974,980 |
Interest on participant loans | 2013-09-30 | $41,083 |
Value of interest in common/collective trusts at end of year | 2013-09-30 | $5,041,623 |
Value of interest in common/collective trusts at beginning of year | 2013-09-30 | $6,793,525 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-09-30 | $4,771,175 |
Net investment gain or loss from common/collective trusts | 2013-09-30 | $-73,874 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Contributions received in cash from employer | 2013-09-30 | $2,364,118 |
Employer contributions (assets) at end of year | 2013-09-30 | $1,931,556 |
Employer contributions (assets) at beginning of year | 2013-09-30 | $1,629,126 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $7,532,315 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-09-30 | No |
Did the plan have assets held for investment | 2013-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Disclaimer |
Accountancy firm name | 2013-09-30 | MCGLADREY LLP |
Accountancy firm EIN | 2013-09-30 | 420714325 |
2012 : UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
Total income from all sources (including contributions) | 2012-09-30 | $11,917,343 |
Total of all expenses incurred | 2012-09-30 | $10,144,013 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $10,134,207 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $4,104,980 |
Value of total assets at end of year | 2012-09-30 | $50,275,590 |
Value of total assets at beginning of year | 2012-09-30 | $48,502,260 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $9,806 |
Total interest from all sources | 2012-09-30 | $42,495 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $1,410,913 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-09-30 | $1,410,913 |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Contributions received from participants | 2012-09-30 | $1,653,509 |
Participant contributions at end of year | 2012-09-30 | $877,959 |
Participant contributions at beginning of year | 2012-09-30 | $868,497 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-09-30 | $290,599 |
Administrative expenses (other) incurred | 2012-09-30 | $9,806 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $1,773,330 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $50,275,590 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $48,502,260 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-09-30 | $40,974,980 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-30 | $38,610,768 |
Interest on participant loans | 2012-09-30 | $42,495 |
Value of interest in common/collective trusts at end of year | 2012-09-30 | $6,793,525 |
Value of interest in common/collective trusts at beginning of year | 2012-09-30 | $7,149,849 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-09-30 | $6,210,657 |
Net investment gain or loss from common/collective trusts | 2012-09-30 | $148,298 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Contributions received in cash from employer | 2012-09-30 | $2,160,872 |
Employer contributions (assets) at end of year | 2012-09-30 | $1,629,126 |
Employer contributions (assets) at beginning of year | 2012-09-30 | $1,873,146 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $10,134,207 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-09-30 | No |
Did the plan have assets held for investment | 2012-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Disclaimer |
Accountancy firm name | 2012-09-30 | MCGLADREY AND & PULLEN |
Accountancy firm EIN | 2012-09-30 | 420714325 |
2011 : UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total income from all sources (including contributions) | 2011-09-30 | $4,379,982 |
Total of all expenses incurred | 2011-09-30 | $7,026,260 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $6,993,925 |
Expenses. Certain deemed distributions of participant loans | 2011-09-30 | $4,660 |
Value of total corrective distributions | 2011-09-30 | $10,188 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $4,480,590 |
Value of total assets at end of year | 2011-09-30 | $48,502,260 |
Value of total assets at beginning of year | 2011-09-30 | $51,148,538 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $17,487 |
Total interest from all sources | 2011-09-30 | $52,344 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $937,724 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-09-30 | $937,724 |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
Contributions received from participants | 2011-09-30 | $1,812,947 |
Participant contributions at end of year | 2011-09-30 | $868,497 |
Participant contributions at beginning of year | 2011-09-30 | $867,332 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-09-30 | $190,822 |
Administrative expenses (other) incurred | 2011-09-30 | $17,487 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Value of net income/loss | 2011-09-30 | $-2,646,278 |
Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $48,502,260 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $51,148,538 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-09-30 | $38,610,768 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-09-30 | $39,678,894 |
Interest on participant loans | 2011-09-30 | $52,280 |
Value of interest in common/collective trusts at end of year | 2011-09-30 | $7,149,849 |
Value of interest in common/collective trusts at beginning of year | 2011-09-30 | $7,446,356 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-09-30 | $1,338,888 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-09-30 | $1,338,888 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-09-30 | $64 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-09-30 | $-1,217,760 |
Net investment gain or loss from common/collective trusts | 2011-09-30 | $127,084 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
Contributions received in cash from employer | 2011-09-30 | $2,476,821 |
Employer contributions (assets) at end of year | 2011-09-30 | $1,873,146 |
Employer contributions (assets) at beginning of year | 2011-09-30 | $1,817,068 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $6,993,925 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-09-30 | No |
Did the plan have assets held for investment | 2011-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Disclaimer |
Accountancy firm name | 2011-09-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2011-09-30 | 133891517 |
2010 : UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
2016: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
---|---|---|
2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | No |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2010: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses | ||
2010-10-01 | Type of plan entity | Single employer plan |
2010-10-01 | Submission has been amended | No |
2010-10-01 | This submission is the final filing | No |
2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-10-01 | Plan funding arrangement – Trust | Yes |
2010-10-01 | Plan benefit arrangement - Trust | Yes |
2009: UNITED SUPPLIERS, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |