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UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 401k Plan overview

Plan NameUNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN
Plan identification number 002

UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

UNIVERSAL DISPLAY AND FIXTURES has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSAL DISPLAY AND FIXTURES
Employer identification number (EIN):751436764
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about UNIVERSAL DISPLAY AND FIXTURES

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1973-09-28
Company Identification Number: 0033149600
Legal Registered Office Address: 726 E STATE HIGHWAY 121

LEWISVILLE
United States of America (USA)
75057

More information about UNIVERSAL DISPLAY AND FIXTURES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LUIS BARBERO
0022016-01-01LUIS BARBERO
0022015-01-01LUIS BARBERO
0022014-01-01BARBARA STODDARD
0022013-01-01BARBARA STODDARD
0022012-01-01BARBARA STODDARD
0022011-01-01BARBARA STODDARD BARBARA STODDARD2012-09-27
0022009-01-01SHANNON YARBRAY

Plan Statistics for UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN

401k plan membership statisitcs for UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN

Measure Date Value
2022: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01149
Total number of active participants reported on line 7a of the Form 55002022-01-01114
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01139
Number of participants with account balances2022-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01171
Total number of active participants reported on line 7a of the Form 55002021-01-01122
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0124
Total of all active and inactive participants2021-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01146
Number of participants with account balances2021-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01173
Total number of active participants reported on line 7a of the Form 55002020-01-01121
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01165
Number of participants with account balances2020-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01171
Total number of active participants reported on line 7a of the Form 55002019-01-01122
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0146
Total of all active and inactive participants2019-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01168
Number of participants with account balances2019-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01174
Total number of active participants reported on line 7a of the Form 55002018-01-01116
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01162
Number of participants with account balances2018-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01171
Total number of active participants reported on line 7a of the Form 55002017-01-01123
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01167
Number of participants with account balances2017-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01165
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01174
Number of participants with account balances2016-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01169
Total number of active participants reported on line 7a of the Form 55002015-01-01125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01166
Number of participants with account balances2015-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01287
Total number of active participants reported on line 7a of the Form 55002014-01-01126
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01165
Number of participants with account balances2014-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01304
Total number of active participants reported on line 7a of the Form 55002013-01-01136
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01148
Total of all active and inactive participants2013-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01284
Number of participants with account balances2013-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01327
Total number of active participants reported on line 7a of the Form 55002012-01-01141
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01158
Total of all active and inactive participants2012-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01299
Number of participants with account balances2012-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01315
Total number of active participants reported on line 7a of the Form 55002011-01-01167
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01128
Total of all active and inactive participants2011-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01295
Number of participants with account balances2011-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01309
Total number of active participants reported on line 7a of the Form 55002009-01-01184
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01157
Total of all active and inactive participants2009-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01345
Number of participants with account balances2009-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN

Measure Date Value
2022 : UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,901
Total income from all sources (including contributions)2022-12-31$-375,465
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,481,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,430,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$604,681
Value of total assets at end of year2022-12-31$6,830,134
Value of total assets at beginning of year2022-12-31$8,678,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,419
Total interest from all sources2022-12-31$24,127
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$51,419
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$422,469
Participant contributions at end of year2022-12-31$515,420
Participant contributions at beginning of year2022-12-31$509,474
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$15,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,901
Total non interest bearing cash at end of year2022-12-31$14,532
Total non interest bearing cash at beginning of year2022-12-31$10,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,857,155
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,815,021
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,672,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,300,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,158,323
Interest on participant loans2022-12-31$24,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,004,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$157,930
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,430,271
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31THE BONADIO GROUP
Accountancy firm EIN2022-12-31161131146
2021 : UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,901
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$1,505,878
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$805,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$739,561
Expenses. Certain deemed distributions of participant loans2021-12-31$21,841
Value of total corrective distributions2021-12-31$5,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$538,906
Value of total assets at end of year2021-12-31$8,678,077
Value of total assets at beginning of year2021-12-31$7,971,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,112
Total interest from all sources2021-12-31$22,197
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$38,112
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$387,440
Participant contributions at end of year2021-12-31$509,474
Participant contributions at beginning of year2021-12-31$425,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,901
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$10,280
Total non interest bearing cash at beginning of year2021-12-31$380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$700,463
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,672,176
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,971,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$8,158,323
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,543,993
Interest on participant loans2021-12-31$22,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$944,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$151,466
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$739,561
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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$1,770,019
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$829,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$768,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$503,521
Value of total assets at end of year2020-12-31$7,971,713
Value of total assets at beginning of year2020-12-31$7,031,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,936
Total interest from all sources2020-12-31$24,545
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$60,936
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$350,330
Participant contributions at end of year2020-12-31$425,703
Participant contributions at beginning of year2020-12-31$483,568
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,939
Total non interest bearing cash at end of year2020-12-31$380
Total non interest bearing cash at beginning of year2020-12-31$927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$940,237
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,971,713
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,031,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,543,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,546,981
Interest on participant loans2020-12-31$24,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,241,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$140,252
Employer contributions (assets) at end of year2020-12-31$1,637
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$768,846
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$1,639,679
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$461,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$401,021
Value of total corrective distributions2019-12-31$467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$480,715
Value of total assets at end of year2019-12-31$7,031,476
Value of total assets at beginning of year2019-12-31$5,853,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,399
Total interest from all sources2019-12-31$25,160
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$60,399
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$346,500
Participant contributions at end of year2019-12-31$483,568
Participant contributions at beginning of year2019-12-31$419,516
Total non interest bearing cash at end of year2019-12-31$927
Total non interest bearing cash at beginning of year2019-12-31$1,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,177,792
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,031,476
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,853,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,546,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,433,080
Interest on participant loans2019-12-31$25,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,133,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$134,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$401,021
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$194,425
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$665,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$628,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$549,322
Value of total assets at end of year2018-12-31$5,853,684
Value of total assets at beginning of year2018-12-31$6,324,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,518
Total interest from all sources2018-12-31$19,982
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$37,518
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$333,180
Participant contributions at end of year2018-12-31$419,516
Participant contributions at beginning of year2018-12-31$371,296
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$77,452
Total non interest bearing cash at end of year2018-12-31$1,088
Total non interest bearing cash at beginning of year2018-12-31$1,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-471,239
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,853,684
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,324,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,433,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,951,815
Interest on participant loans2018-12-31$19,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-374,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$138,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$628,146
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$1,205,737
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$175,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$168,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$397,636
Value of total assets at end of year2017-12-31$6,324,923
Value of total assets at beginning of year2017-12-31$5,294,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,846
Total interest from all sources2017-12-31$16,430
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$6,846
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$278,540
Participant contributions at end of year2017-12-31$371,296
Participant contributions at beginning of year2017-12-31$385,861
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$390
Total non interest bearing cash at end of year2017-12-31$1,812
Total non interest bearing cash at beginning of year2017-12-31$871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,030,481
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,324,923
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,294,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,951,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,907,710
Interest on participant loans2017-12-31$16,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$791,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$118,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$168,410
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$805,458
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$123,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$122,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$509,688
Value of total assets at end of year2016-12-31$5,294,442
Value of total assets at beginning of year2016-12-31$4,612,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$192
Total interest from all sources2016-12-31$15,045
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$315,162
Participant contributions at end of year2016-12-31$385,861
Participant contributions at beginning of year2016-12-31$340,202
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$67,861
Total non interest bearing cash at end of year2016-12-31$871
Total non interest bearing cash at beginning of year2016-12-31$206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$682,409
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,294,442
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,612,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,907,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,271,625
Interest on participant loans2016-12-31$15,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$280,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$126,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$122,857
Contract administrator fees2016-12-31$192
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$460,404
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$443,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$438,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$455,044
Value of total assets at end of year2015-12-31$4,612,033
Value of total assets at beginning of year2015-12-31$4,594,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,221
Total interest from all sources2015-12-31$15,816
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$3,267
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$265,175
Participant contributions at end of year2015-12-31$340,202
Participant contributions at beginning of year2015-12-31$362,463
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$82,952
Total non interest bearing cash at end of year2015-12-31$206
Total non interest bearing cash at beginning of year2015-12-31$1,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$17,073
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,612,033
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,594,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,271,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,231,164
Interest on participant loans2015-12-31$15,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$106,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$438,110
Contract administrator fees2015-12-31$1,954
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CF & COMPANY
Accountancy firm EIN2015-12-31200162782
2014 : UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$648,138
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,044,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,027,552
Value of total corrective distributions2014-12-31$8,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$422,105
Value of total assets at end of year2014-12-31$4,594,960
Value of total assets at beginning of year2014-12-31$5,991,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,550
Total interest from all sources2014-12-31$16,629
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,537
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$286,068
Participant contributions at end of year2014-12-31$362,463
Participant contributions at beginning of year2014-12-31$402,575
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$28,682
Total non interest bearing cash at end of year2014-12-31$1,333
Total non interest bearing cash at beginning of year2014-12-31$2,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,396,059
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,594,960
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,991,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,231,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,585,566
Interest on participant loans2014-12-31$16,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$209,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$107,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,027,552
Contract administrator fees2014-12-31$2,013
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CF & COMPANY
Accountancy firm EIN2014-12-31200162782
2013 : UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$1,229,980
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$895,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$873,419
Value of total corrective distributions2013-12-31$16,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$419,494
Value of total assets at end of year2013-12-31$5,991,019
Value of total assets at beginning of year2013-12-31$5,656,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,857
Total interest from all sources2013-12-31$16,998
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$3,896
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$309,422
Participant contributions at end of year2013-12-31$402,575
Participant contributions at beginning of year2013-12-31$366,778
Total non interest bearing cash at end of year2013-12-31$2,878
Total non interest bearing cash at beginning of year2013-12-31$10,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$334,203
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,991,019
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,656,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,585,566
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,279,965
Interest on participant loans2013-12-31$16,998
Net investment gain/loss from pooled separate accounts2013-12-31$793,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$110,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$873,419
Contract administrator fees2013-12-31$1,961
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CF & COMPANY
Accountancy firm EIN2013-12-31200162782
2012 : UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$1,030,861
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$696,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$672,668
Value of total corrective distributions2012-12-31$19,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$474,169
Value of total assets at end of year2012-12-31$5,656,816
Value of total assets at beginning of year2012-12-31$5,322,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,293
Total interest from all sources2012-12-31$16,027
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$3,430
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$342,455
Participant contributions at end of year2012-12-31$366,778
Participant contributions at beginning of year2012-12-31$382,904
Total non interest bearing cash at end of year2012-12-31$10,073
Total non interest bearing cash at beginning of year2012-12-31$8,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$333,877
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,656,816
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,322,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$5,279,965
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,931,273
Interest on participant loans2012-12-31$16,027
Net investment gain/loss from pooled separate accounts2012-12-31$540,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$131,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$672,668
Contract administrator fees2012-12-31$1,863
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CF & COMPANY
Accountancy firm EIN2012-12-31200162782
2011 : UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$369,976
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$605,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$553,017
Value of total corrective distributions2011-12-31$48,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$523,809
Value of total assets at end of year2011-12-31$5,322,939
Value of total assets at beginning of year2011-12-31$5,558,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,714
Total interest from all sources2011-12-31$14,646
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$3,236
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$381,212
Participant contributions at end of year2011-12-31$382,904
Participant contributions at beginning of year2011-12-31$310,493
Total non interest bearing cash at end of year2011-12-31$8,762
Total non interest bearing cash at beginning of year2011-12-31$2,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-235,892
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,322,939
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,558,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$4,931,273
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,245,774
Interest on participant loans2011-12-31$14,646
Net investment gain/loss from pooled separate accounts2011-12-31$-168,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$142,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$553,017
Contract administrator fees2011-12-31$1,478
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CF & COMPANY
Accountancy firm EIN2011-12-31200162782
2010 : UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$894,063
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$366,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$321,250
Value of total corrective distributions2010-12-31$37,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$540,908
Value of total assets at end of year2010-12-31$5,558,831
Value of total assets at beginning of year2010-12-31$5,031,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,025
Total interest from all sources2010-12-31$13,202
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$18,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$18,633
Administrative expenses professional fees incurred2010-12-31$1,210
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$398,984
Participant contributions at end of year2010-12-31$310,493
Participant contributions at beginning of year2010-12-31$293,704
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,517
Total non interest bearing cash at end of year2010-12-31$2,564
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$527,418
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,558,831
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,031,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,468,037
Value of interest in pooled separate accounts at end of year2010-12-31$5,245,774
Interest on participant loans2010-12-31$13,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,269,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,269,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-172,364
Net investment gain/loss from pooled separate accounts2010-12-31$493,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$139,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$321,250
Contract administrator fees2010-12-31$434
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CF & COMPANY LLP
Accountancy firm EIN2010-12-31200162782
2009 : UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN

2022: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97855
Policy instance 1
Insurance contract or identification number97855
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-02-16
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $522
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees522
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97855
Policy instance 1
Insurance contract or identification number97855
Number of Individuals Covered152
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $22,911
Total amount of fees paid to insurance companyUSD $3,503
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,647
Insurance broker organization code?3
Amount paid for insurance broker fees3503
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97855
Policy instance 1
Insurance contract or identification number97855
Number of Individuals Covered156
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $17,838
Total amount of fees paid to insurance companyUSD $3,202
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,838
Insurance broker organization code?3
Amount paid for insurance broker fees3202
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97855
Policy instance 1
Insurance contract or identification number97855
Number of Individuals Covered156
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,375
Total amount of fees paid to insurance companyUSD $2,915
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,375
Insurance broker organization code?3
Amount paid for insurance broker fees2467
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameTRAVIS WOLFF, LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97855
Policy instance 1
Insurance contract or identification number97855
Number of Individuals Covered156
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,835
Total amount of fees paid to insurance companyUSD $5,372
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,835
Insurance broker organization code?3
Amount paid for insurance broker fees5372
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameTRAVIS WOLFF, LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97855
Policy instance 1
Insurance contract or identification number97855
Number of Individuals Covered158
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,875
Total amount of fees paid to insurance companyUSD $6,537
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,875
Insurance broker organization code?3
Amount paid for insurance broker fees6537
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameTRAVIS WOLFF, LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97855
Policy instance 1
Insurance contract or identification number97855
Number of Individuals Covered284
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,977
Total amount of fees paid to insurance companyUSD $8,791
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,977
Insurance broker organization code?3
Amount paid for insurance broker fees5756
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameTRAVIS WOLFF, LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97855
Policy instance 1
Insurance contract or identification number97855
Number of Individuals Covered301
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15,612
Total amount of fees paid to insurance companyUSD $6,165
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,612
Insurance broker organization code?3
Amount paid for insurance broker fees3430
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameTRAVIS WOLFF, LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97855
Policy instance 1
Insurance contract or identification number97855
Number of Individuals Covered310
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,642
Total amount of fees paid to insurance companyUSD $5,955
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97855
Policy instance 1
Insurance contract or identification number97855
Number of Individuals Covered324
Insurance policy start date2010-09-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $36,645
Total amount of fees paid to insurance companyUSD $1,877
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,645
Insurance broker organization code?3
Amount paid for insurance broker fees1210
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameTRAVIS WOLFF, LL9

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