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ULU INVESTMENTS INC 401(K) PLAN 401k Plan overview

Plan NameULU INVESTMENTS INC 401(K) PLAN
Plan identification number 001

ULU INVESTMENTS INC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ULU INVESTMENTS INC has sponsored the creation of one or more 401k plans.

Company Name:ULU INVESTMENTS INC
Employer identification number (EIN):474095802
NAIC Classification:713900

Additional information about ULU INVESTMENTS INC

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development
Incorporation Date: 2015-05-20
Company Identification Number: 10029638
Legal Registered Office Address: 2906 W 29TH AVE

ANCHORAGE
United States of America (USA)
99517

More information about ULU INVESTMENTS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ULU INVESTMENTS INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-05-21SHAYLA ILEEN MARSHALL SHAYLA ILEEN MARSHALL2016-10-17

Plan Statistics for ULU INVESTMENTS INC 401(K) PLAN

401k plan membership statisitcs for ULU INVESTMENTS INC 401(K) PLAN

Measure Date Value
2015: ULU INVESTMENTS INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-210
Total number of active participants reported on line 7a of the Form 55002015-05-211
Number of retired or separated participants receiving benefits2015-05-210
Number of other retired or separated participants entitled to future benefits2015-05-210
Total of all active and inactive participants2015-05-211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-210
Total participants2015-05-211
Number of participants with account balances2015-05-211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-210

Financial Data on ULU INVESTMENTS INC 401(K) PLAN

Measure Date Value
2015 : ULU INVESTMENTS INC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$0
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$0
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$121,871
Other income received2015-12-31$-121,871
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$0
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Assets. Value of employer securities2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0

Form 5500 Responses for ULU INVESTMENTS INC 401(K) PLAN

2015: ULU INVESTMENTS INC 401(K) PLAN 2015 form 5500 responses
2015-05-21Type of plan entitySingle employer plan
2015-05-21First time form 5500 has been submittedYes
2015-05-21Submission has been amendedNo
2015-05-21This submission is the final filingNo
2015-05-21This return/report is a short plan year return/report (less than 12 months)Yes
2015-05-21Plan is a collectively bargained planNo
2015-05-21Plan funding arrangement – TrustYes
2015-05-21Plan benefit arrangement - TrustYes

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