UNIVERSAL PROPERTY & CASUALTY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-344,446 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-344,446 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $1,518,423 |
Total loss/gain on sale of assets | 2022-12-31 | $-32,364 |
Total of all expenses incurred | 2022-12-31 | $2,790,350 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,733,935 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $20,440 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $9,562,264 |
Value of total assets at end of year | 2022-12-31 | $52,719,266 |
Value of total assets at beginning of year | 2022-12-31 | $53,991,193 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $35,975 |
Total interest from all sources | 2022-12-31 | $101,810 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,924,205 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,924,205 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $5,507,030 |
Participant contributions at end of year | 2022-12-31 | $2,370,223 |
Participant contributions at beginning of year | 2022-12-31 | $1,928,814 |
Participant contributions at beginning of year | 2022-12-31 | $29 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,215,533 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,267,696 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $611,114 |
Other income not declared elsewhere | 2022-12-31 | $-415,329 |
Administrative expenses (other) incurred | 2022-12-31 | $35,975 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,271,927 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $52,719,266 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $53,991,193 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $48,248,725 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $49,690,277 |
Interest on participant loans | 2022-12-31 | $101,810 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-9,277,717 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $884,785 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $1,104,348 |
Contributions received in cash from employer | 2022-12-31 | $3,444,120 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $29 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,733,935 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $119,573 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $151,937 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2022-12-31 | 381357951 |
2021 : UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $203,208 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $203,208 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $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 |
Total income from all sources (including contributions) | 2021-12-31 | $14,443,517 |
Total loss/gain on sale of assets | 2021-12-31 | $-15,578 |
Total of all expenses incurred | 2021-12-31 | $1,656,821 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,611,474 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $19,935 |
Value of total corrective distributions | 2021-12-31 | $961 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,119,260 |
Value of total assets at end of year | 2021-12-31 | $53,991,193 |
Value of total assets at beginning of year | 2021-12-31 | $41,204,497 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $24,451 |
Total interest from all sources | 2021-12-31 | $95,176 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,141,277 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,141,277 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,592,038 |
Participant contributions at end of year | 2021-12-31 | $1,928,814 |
Participant contributions at beginning of year | 2021-12-31 | $1,688,993 |
Participant contributions at end of year | 2021-12-31 | $29 |
Participant contributions at beginning of year | 2021-12-31 | $256 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,267,696 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $1,050,486 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $659,304 |
Other income not declared elsewhere | 2021-12-31 | $-316,053 |
Administrative expenses (other) incurred | 2021-12-31 | $24,451 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $12,786,696 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $53,991,193 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $41,204,497 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $49,690,277 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $37,960,707 |
Interest on participant loans | 2021-12-31 | $95,176 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,216,227 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $1,104,348 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $503,897 |
Contributions received in cash from employer | 2021-12-31 | $2,867,918 |
Employer contributions (assets) at end of year | 2021-12-31 | $29 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $158 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,611,474 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $65,668 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $81,246 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2021-12-31 | 381357951 |
2020 : UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-187,558 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-187,558 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $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 |
Total income from all sources (including contributions) | 2020-12-31 | $11,483,944 |
Total loss/gain on sale of assets | 2020-12-31 | $-52,358 |
Total of all expenses incurred | 2020-12-31 | $3,347,143 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,301,057 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $20,760 |
Value of total corrective distributions | 2020-12-31 | $5,491 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,756,638 |
Value of total assets at end of year | 2020-12-31 | $41,204,497 |
Value of total assets at beginning of year | 2020-12-31 | $33,067,696 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $19,835 |
Total interest from all sources | 2020-12-31 | $92,736 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $985,792 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $985,792 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $4,009,507 |
Participant contributions at end of year | 2020-12-31 | $1,688,993 |
Participant contributions at beginning of year | 2020-12-31 | $1,644,881 |
Participant contributions at end of year | 2020-12-31 | $256 |
Participant contributions at beginning of year | 2020-12-31 | $9,200 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,050,486 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $904,352 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $185,697 |
Other income not declared elsewhere | 2020-12-31 | $102,126 |
Administrative expenses (other) incurred | 2020-12-31 | $19,835 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $8,136,801 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $41,204,497 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $33,067,696 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $37,960,707 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $29,969,784 |
Interest on participant loans | 2020-12-31 | $92,736 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,786,568 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $503,897 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $534,029 |
Contributions received in cash from employer | 2020-12-31 | $2,561,434 |
Employer contributions (assets) at end of year | 2020-12-31 | $158 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $5,450 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,301,057 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $97,972 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $150,330 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2020-12-31 | 381357951 |
2019 : UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-56,716 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-56,716 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 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 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $10,556,747 |
Total loss/gain on sale of assets | 2019-12-31 | $-4,580 |
Total of all expenses incurred | 2019-12-31 | $764,396 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $730,216 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $14,878 |
Value of total corrective distributions | 2019-12-31 | $6,723 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,634,982 |
Value of total assets at end of year | 2019-12-31 | $33,067,696 |
Value of total assets at beginning of year | 2019-12-31 | $23,275,345 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $12,579 |
Total interest from all sources | 2019-12-31 | $76,838 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,018,252 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,018,252 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,357,473 |
Participant contributions at end of year | 2019-12-31 | $1,644,881 |
Participant contributions at beginning of year | 2019-12-31 | $1,206,684 |
Participant contributions at end of year | 2019-12-31 | $9,200 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $904,352 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $749,917 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $84,748 |
Other income not declared elsewhere | 2019-12-31 | $12,331 |
Administrative expenses (other) incurred | 2019-12-31 | $12,579 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $9,792,351 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $33,067,696 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $23,275,345 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $29,969,784 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $21,098,244 |
Interest on participant loans | 2019-12-31 | $76,838 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,875,640 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $534,029 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $220,500 |
Contributions received in cash from employer | 2019-12-31 | $2,192,761 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,450 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $730,216 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $41,319 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $45,899 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2019-12-31 | 381357951 |
2018 : UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-7,142 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-7,142 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $3,604,359 |
Total loss/gain on sale of assets | 2018-12-31 | $2,556 |
Total of all expenses incurred | 2018-12-31 | $1,768,414 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,713,769 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $37,528 |
Value of total corrective distributions | 2018-12-31 | $16,292 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,140,259 |
Value of total assets at end of year | 2018-12-31 | $23,275,345 |
Value of total assets at beginning of year | 2018-12-31 | $21,439,400 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $825 |
Total interest from all sources | 2018-12-31 | $55,814 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $931,915 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $931,915 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,773,574 |
Participant contributions at end of year | 2018-12-31 | $1,206,684 |
Participant contributions at beginning of year | 2018-12-31 | $1,036,311 |
Participant contributions at beginning of year | 2018-12-31 | $61,109 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $749,917 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $796,644 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $577,405 |
Other income not declared elsewhere | 2018-12-31 | $-208,405 |
Administrative expenses (other) incurred | 2018-12-31 | $825 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $1,835,945 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $23,275,345 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $21,439,400 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $21,098,244 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $19,503,738 |
Interest on participant loans | 2018-12-31 | $55,814 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,310,638 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $220,500 |
Contributions received in cash from employer | 2018-12-31 | $1,789,280 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $41,598 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,713,769 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $44,544 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $41,988 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2018-12-31 | 381357951 |
2017 : UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $6,924,321 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $546,956 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $507,401 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $27,455 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,173,053 |
Value of total assets at end of year | 2017-12-31 | $21,439,400 |
Value of total assets at beginning of year | 2017-12-31 | $15,062,035 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $12,100 |
Total interest from all sources | 2017-12-31 | $40,698 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $513,813 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $513,813 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,307,358 |
Participant contributions at end of year | 2017-12-31 | $1,036,311 |
Participant contributions at beginning of year | 2017-12-31 | $801,106 |
Participant contributions at end of year | 2017-12-31 | $61,109 |
Participant contributions at beginning of year | 2017-12-31 | $50,483 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $796,644 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $263,950 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $330,940 |
Other income not declared elsewhere | 2017-12-31 | $76,563 |
Administrative expenses (other) incurred | 2017-12-31 | $12,100 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $6,377,365 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $21,439,400 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $15,062,035 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $19,503,738 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,911,438 |
Interest on participant loans | 2017-12-31 | $40,698 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,120,194 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,534,755 |
Employer contributions (assets) at end of year | 2017-12-31 | $41,598 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $35,058 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $507,401 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2017-12-31 | 381357951 |
2016 : UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $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 |
Total income from all sources (including contributions) | 2016-12-31 | $4,154,684 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $264,964 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $247,144 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $7,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,223,355 |
Value of total assets at end of year | 2016-12-31 | $15,062,035 |
Value of total assets at beginning of year | 2016-12-31 | $11,172,315 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $9,925 |
Total interest from all sources | 2016-12-31 | $27,782 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $379,040 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $379,040 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,773,378 |
Participant contributions at end of year | 2016-12-31 | $801,106 |
Participant contributions at beginning of year | 2016-12-31 | $584,095 |
Participant contributions at end of year | 2016-12-31 | $50,483 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $263,950 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $208,191 |
Other income not declared elsewhere | 2016-12-31 | $19,839 |
Administrative expenses (other) incurred | 2016-12-31 | $9,925 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,889,720 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $15,062,035 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,172,315 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $13,911,438 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $10,588,220 |
Interest on participant loans | 2016-12-31 | $27,782 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $504,668 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,241,786 |
Employer contributions (assets) at end of year | 2016-12-31 | $35,058 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $247,144 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2016-12-31 | 381357951 |
2015 : UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,460,920 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $951,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $886,418 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $27,515 |
Value of total corrective distributions | 2015-12-31 | $28,502 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,528,968 |
Value of total assets at end of year | 2015-12-31 | $11,172,315 |
Value of total assets at beginning of year | 2015-12-31 | $9,662,555 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $8,725 |
Total interest from all sources | 2015-12-31 | $23,707 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $444,432 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $444,432 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,406,686 |
Participant contributions at end of year | 2015-12-31 | $584,095 |
Participant contributions at beginning of year | 2015-12-31 | $621,012 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $128,918 |
Administrative expenses (other) incurred | 2015-12-31 | $8,725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,509,760 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $11,172,315 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,662,555 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $10,588,220 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $9,041,543 |
Interest on participant loans | 2015-12-31 | $23,707 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-536,187 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $993,364 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $886,418 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2015-12-31 | 381357951 |
2014 : UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $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 |
Total income from all sources (including contributions) | 2014-12-31 | $2,547,717 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,322,795 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,204,097 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $13,402 |
Value of total corrective distributions | 2014-12-31 | $93,946 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,065,278 |
Value of total assets at end of year | 2014-12-31 | $9,662,555 |
Value of total assets at beginning of year | 2014-12-31 | $8,437,633 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $11,350 |
Total interest from all sources | 2014-12-31 | $21,407 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $339,377 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $339,377 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,174,426 |
Participant contributions at end of year | 2014-12-31 | $621,012 |
Participant contributions at beginning of year | 2014-12-31 | $523,266 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $19,932 |
Administrative expenses (other) incurred | 2014-12-31 | $11,350 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,224,922 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,662,555 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,437,633 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $9,041,543 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,914,367 |
Interest on participant loans | 2014-12-31 | $21,407 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $121,655 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $870,920 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,204,097 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2014-12-31 | 381357951 |
2013 : UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 |
Total income from all sources (including contributions) | 2013-12-31 | $3,276,727 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $905,456 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $900,914 |
Value of total corrective distributions | 2013-12-31 | $717 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,056,815 |
Value of total assets at end of year | 2013-12-31 | $8,437,633 |
Value of total assets at beginning of year | 2013-12-31 | $6,066,362 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,825 |
Total interest from all sources | 2013-12-31 | $3,789 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $175,841 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $175,841 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,164,460 |
Participant contributions at end of year | 2013-12-31 | $523,266 |
Participant contributions at beginning of year | 2013-12-31 | $266,060 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $17,206 |
Administrative expenses (other) incurred | 2013-12-31 | $3,825 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,371,271 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,437,633 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,066,362 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,914,367 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,087,537 |
Interest on participant loans | 2013-12-31 | $3,789 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $712,765 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $712,765 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,040,282 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $875,149 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $900,914 |
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 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2013-12-31 | 381357951 |
2012 : UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
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 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,331,687 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $282,497 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $273,380 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of total corrective distributions | 2012-12-31 | $6,481 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,752,799 |
Value of total assets at end of year | 2012-12-31 | $6,066,362 |
Value of total assets at beginning of year | 2012-12-31 | $4,017,172 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,636 |
Total interest from all sources | 2012-12-31 | $7,515 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $85,568 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $85,568 |
Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $941,968 |
Participant contributions at end of year | 2012-12-31 | $266,060 |
Participant contributions at beginning of year | 2012-12-31 | $142,651 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $49,416 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $1,776 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,049,190 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,066,362 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,017,172 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,087,537 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,368,283 |
Interest on participant loans | 2012-12-31 | $7,515 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $712,765 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $506,238 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $506,238 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2012-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $485,805 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2012-12-31 | $0 |
Contributions received in cash from employer | 2012-12-31 | $761,415 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $273,380 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $0 |
Contract administrator fees | 2012-12-31 | $860 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $0 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2012-12-31 | 381357951 |
2011 : UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
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 | $1,444,911 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $263,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $245,812 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $15,249 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,534,282 |
Value of total assets at end of year | 2011-12-31 | $4,017,172 |
Value of total assets at beginning of year | 2011-12-31 | $2,835,879 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,557 |
Total interest from all sources | 2011-12-31 | $5,857 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $48,787 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $48,787 |
Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $832,521 |
Participant contributions at end of year | 2011-12-31 | $142,651 |
Participant contributions at beginning of year | 2011-12-31 | $121,479 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $22,836 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $2,557 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,181,293 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,017,172 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,835,879 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,368,283 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,352,498 |
Interest on participant loans | 2011-12-31 | $5,857 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $506,238 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $361,902 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $361,902 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-144,015 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $678,925 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $245,812 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $0 |
Contract administrator fees | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2011-12-31 | 381357951 |
2010 : UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,587,503 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $125,697 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $121,453 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of total corrective distributions | 2010-12-31 | $2,344 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,369,541 |
Value of total assets at end of year | 2010-12-31 | $2,835,879 |
Value of total assets at beginning of year | 2010-12-31 | $1,374,073 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,900 |
Total interest from all sources | 2010-12-31 | $2,018 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $40,878 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $40,878 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $742,594 |
Participant contributions at end of year | 2010-12-31 | $121,479 |
Participant contributions at beginning of year | 2010-12-31 | $15,554 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $7,324 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $1,900 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,461,806 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,835,879 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,374,073 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,352,498 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,176,462 |
Interest on participant loans | 2010-12-31 | $2,018 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $361,902 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $182,057 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $182,057 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $175,066 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $619,623 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $121,453 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Contract administrator fees | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BLACKMAN KALLICK LLP |
Accountancy firm EIN | 2010-12-31 | 363468829 |