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UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameUNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED CHESTER INDUSTRIES, INC. DBA UNITED MECHANICAL has sponsored the creation of one or more 401k plans.

Company Name:UNITED CHESTER INDUSTRIES, INC. DBA UNITED MECHANICAL
Employer identification number (EIN):752171197
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about UNITED CHESTER INDUSTRIES, INC. DBA UNITED MECHANICAL

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1987-04-10
Company Identification Number: 0103457100
Legal Registered Office Address: 11540 PLANO RD

DALLAS
United States of America (USA)
75243

More information about UNITED CHESTER INDUSTRIES, INC. DBA UNITED MECHANICAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JOHN C. MCMILLEN DAVID L. OSBORNE2019-05-30
0012017-01-01JOHN C. MCMILLEN DAVID L. OSBORNE2018-06-11
0012016-01-01JOHN C. MCMILLEN DAVID L. OSBORNE2017-05-09
0012015-01-01JERRY PATTERSON
0012014-01-01JERRY PATTERSON
0012013-01-01JERRY PATTERSON
0012012-01-01JERRY PATTERSON
0012011-01-01JERRY PATTERSON
0012010-01-01JERRY PATTERSON

Plan Statistics for UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01225
Total number of active participants reported on line 7a of the Form 55002022-01-01169
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01220
Number of participants with account balances2022-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01255
Total number of active participants reported on line 7a of the Form 55002021-01-01177
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01224
Number of participants with account balances2021-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01259
Total number of active participants reported on line 7a of the Form 55002020-01-01193
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0162
Total of all active and inactive participants2020-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01255
Number of participants with account balances2020-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01215
Total number of active participants reported on line 7a of the Form 55002019-01-01208
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0146
Total of all active and inactive participants2019-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01255
Number of participants with account balances2019-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01203
Total number of active participants reported on line 7a of the Form 55002018-01-01171
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01213
Number of participants with account balances2018-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01211
Total number of active participants reported on line 7a of the Form 55002017-01-01171
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01200
Number of participants with account balances2017-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01202
Total number of active participants reported on line 7a of the Form 55002016-01-01166
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01188
Number of participants with account balances2016-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01189
Total number of active participants reported on line 7a of the Form 55002015-01-01144
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01162
Number of participants with account balances2015-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01162
Total number of active participants reported on line 7a of the Form 55002014-01-01146
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01158
Total participants2014-01-01158
Number of participants with account balances2014-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01163
Total number of active participants reported on line 7a of the Form 55002013-01-01145
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01162
Number of participants with account balances2013-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01171
Total number of active participants reported on line 7a of the Form 55002012-01-01155
Number of retired or separated participants receiving benefits2012-01-019
Total of all active and inactive participants2012-01-01164
Total participants2012-01-01164
Number of participants with account balances2012-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01171
Total number of active participants reported on line 7a of the Form 55002011-01-01158
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01169
Total participants2011-01-01169
Number of participants with account balances2011-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01162
Total number of active participants reported on line 7a of the Form 55002010-01-01150
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-01158
Total participants2010-01-01158
Number of participants with account balances2010-01-01108

Financial Data on UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,212,809
Total of all expenses incurred2022-12-31$1,534,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,527,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,420,658
Value of total assets at end of year2022-12-31$14,653,801
Value of total assets at beginning of year2022-12-31$17,401,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,031
Total interest from all sources2022-12-31$25,750
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$215,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$215,490
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$1,151,758
Participant contributions at end of year2022-12-31$338,482
Participant contributions at beginning of year2022-12-31$293,539
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$74
Administrative expenses (other) incurred2022-12-31$7,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,747,319
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,653,801
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,401,120
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$12,676,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,705,677
Interest on participant loans2022-12-31$15,571
Interest earned on other investments2022-12-31$10,179
Value of interest in common/collective trusts at end of year2022-12-31$273,671
Value of interest in common/collective trusts at beginning of year2022-12-31$234,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,365,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,166,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,835,911
Net investment gain or loss from common/collective trusts2022-12-31$-38,796
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$268,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,527,479
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31TURNER STONE & COMPANY
Accountancy firm EIN2022-12-31752608885
2021 : UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,256,218
Total of all expenses incurred2021-12-31$563,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$550,776
Expenses. Certain deemed distributions of participant loans2021-12-31$6,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,315,199
Value of total assets at end of year2021-12-31$17,401,120
Value of total assets at beginning of year2021-12-31$14,708,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,295
Total interest from all sources2021-12-31$22,423
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$191,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$191,573
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$1,065,344
Participant contributions at end of year2021-12-31$293,539
Participant contributions at beginning of year2021-12-31$320,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$74
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,113
Administrative expenses (other) incurred2021-12-31$6,295
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$2,692,891
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,401,120
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,708,229
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$15,705,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,174,445
Interest on participant loans2021-12-31$13,822
Interest earned on other investments2021-12-31$8,601
Value of interest in common/collective trusts at end of year2021-12-31$234,896
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,166,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,211,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,722,997
Net investment gain or loss from common/collective trusts2021-12-31$4,026
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$249,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$550,776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31TURNER STONE & COMPANY
Accountancy firm EIN2021-12-31752608885
2020 : UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,157,342
Total of all expenses incurred2020-12-31$457,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$452,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,270,140
Value of total assets at end of year2020-12-31$14,708,229
Value of total assets at beginning of year2020-12-31$12,008,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,545
Total interest from all sources2020-12-31$29,050
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$176,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$176,306
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$1,025,593
Participant contributions at end of year2020-12-31$320,797
Participant contributions at beginning of year2020-12-31$293,105
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$230
Administrative expenses (other) incurred2020-12-31$5,545
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$2,699,731
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,708,229
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,008,498
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$13,174,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,654,807
Interest on participant loans2020-12-31$19,786
Interest earned on other investments2020-12-31$9,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,211,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,060,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,681,846
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$244,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$452,066
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31TURNER STONE & COMPANY
Accountancy firm EIN2020-12-31752608885
2019 : UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,230,516
Total of all expenses incurred2019-12-31$764,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$738,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,309,441
Value of total assets at end of year2019-12-31$12,008,498
Value of total assets at beginning of year2019-12-31$9,542,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,173
Total interest from all sources2019-12-31$31,406
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$161,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$161,675
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 period2019-12-31Yes
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$983,416
Participant contributions at end of year2019-12-31$293,105
Participant contributions at beginning of year2019-12-31$338,480
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$92,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$230
Administrative expenses (other) incurred2019-12-31$26,173
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$2,466,137
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,008,498
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,542,361
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$10,654,807
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,765,912
Interest on participant loans2019-12-31$22,194
Interest earned on other investments2019-12-31$9,212
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$337,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,060,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,100,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,168,379
Net investment gain/loss from pooled separate accounts2019-12-31$535,648
Net investment gain or loss from common/collective trusts2019-12-31$23,967
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$234,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$738,206
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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 name2019-12-31TURNER STONE & COMPANY
Accountancy firm EIN2019-12-31752608885
2018 : UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$592,045
Total of all expenses incurred2018-12-31$1,043,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$938,498
Expenses. Certain deemed distributions of participant loans2018-12-31$89,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,107,133
Value of total assets at end of year2018-12-31$9,542,361
Value of total assets at beginning of year2018-12-31$9,994,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,082
Total interest from all sources2018-12-31$33,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$848,264
Participant contributions at end of year2018-12-31$338,480
Participant contributions at beginning of year2018-12-31$278,415
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-451,921
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,542,361
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,994,282
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 pooled separate accounts at end of year2018-12-31$7,765,912
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,385,204
Interest on participant loans2018-12-31$24,478
Interest earned on other investments2018-12-31$9,164
Value of interest in common/collective trusts at end of year2018-12-31$337,048
Value of interest in common/collective trusts at beginning of year2018-12-31$129,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,100,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,200,988
Net investment gain/loss from pooled separate accounts2018-12-31$-548,730
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$254,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$938,498
Contract administrator fees2018-12-31$16,082
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31TURNER STONE & COMPANY
Accountancy firm EIN2018-12-31752608885
2017 : UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,979,689
Total of all expenses incurred2017-12-31$610,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$595,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$846,297
Value of total assets at end of year2017-12-31$9,994,282
Value of total assets at beginning of year2017-12-31$8,625,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,048
Total interest from all sources2017-12-31$27,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$669,631
Participant contributions at end of year2017-12-31$278,415
Participant contributions at beginning of year2017-12-31$310,815
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,258
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$1,369,116
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,994,282
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,625,166
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 pooled separate accounts at end of year2017-12-31$8,385,204
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,077,688
Interest on participant loans2017-12-31$20,128
Interest earned on other investments2017-12-31$7,722
Value of interest in common/collective trusts at end of year2017-12-31$129,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,200,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,236,663
Net investment gain/loss from pooled separate accounts2017-12-31$1,105,542
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$167,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$595,525
Contract administrator fees2017-12-31$15,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31TURNER STONE & COMPANY LLP
Accountancy firm EIN2017-12-31752608885
2016 : UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,215,391
Total of all expenses incurred2016-12-31$250,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$238,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$711,390
Value of total assets at end of year2016-12-31$8,625,166
Value of total assets at beginning of year2016-12-31$7,660,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,554
Total interest from all sources2016-12-31$29,347
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$558,786
Participant contributions at end of year2016-12-31$310,815
Participant contributions at beginning of year2016-12-31$319,969
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,907
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$964,785
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,625,166
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,660,381
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 pooled separate accounts at end of year2016-12-31$7,077,688
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,998,022
Interest on participant loans2016-12-31$23,152
Interest earned on other investments2016-12-31$6,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,236,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,342,390
Net investment gain/loss from pooled separate accounts2016-12-31$474,654
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$139,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$238,052
Contract administrator fees2016-12-31$12,554
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 name2016-12-31TURNER STONE & COMPANY LLP
Accountancy firm EIN2016-12-31752608885
2015 : UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$693,384
Total of all expenses incurred2015-12-31$822,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$812,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$633,554
Value of total assets at end of year2015-12-31$7,660,381
Value of total assets at beginning of year2015-12-31$7,789,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,342
Total interest from all sources2015-12-31$29,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$487,349
Participant contributions at end of year2015-12-31$319,969
Participant contributions at beginning of year2015-12-31$291,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-128,782
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,660,381
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,789,163
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 pooled separate accounts at end of year2015-12-31$5,998,022
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,265,659
Interest on participant loans2015-12-31$23,963
Interest earned on other investments2015-12-31$5,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,342,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,231,797
Net investment gain/loss from pooled separate accounts2015-12-31$30,491
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$146,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$812,824
Contract administrator fees2015-12-31$9,342
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 name2015-12-31TURNER STONE & COMPANY LLP
Accountancy firm EIN2015-12-31752608885
2014 : UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,049,357
Total of all expenses incurred2014-12-31$469,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$463,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$587,724
Value of total assets at end of year2014-12-31$7,789,163
Value of total assets at beginning of year2014-12-31$7,209,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,800
Total interest from all sources2014-12-31$32,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$465,085
Participant contributions at end of year2014-12-31$291,707
Participant contributions at beginning of year2014-12-31$342,207
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$42,948
Other income not declared elsewhere2014-12-31$3,125
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$579,520
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,789,163
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,209,643
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 pooled separate accounts at end of year2014-12-31$6,265,659
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,667,166
Interest on participant loans2014-12-31$26,137
Interest earned on other investments2014-12-31$6,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,231,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,157,322
Net investment gain/loss from pooled separate accounts2014-12-31$426,295
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$122,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$463,037
Contract administrator fees2014-12-31$6,800
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TURNER STONE & COMPANY LLP
Accountancy firm EIN2014-12-31752608885
2013 : UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,584,149
Total of all expenses incurred2013-12-31$461,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$454,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$615,552
Value of total assets at end of year2013-12-31$7,209,643
Value of total assets at beginning of year2013-12-31$6,087,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,930
Total interest from all sources2013-12-31$27,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
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$493,777
Participant contributions at end of year2013-12-31$342,207
Participant contributions at beginning of year2013-12-31$315,137
Participant contributions at end of year2013-12-31$42,948
Participant contributions at beginning of year2013-12-31$37,195
Other income not declared elsewhere2013-12-31$973
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$1,122,462
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,209,643
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,087,181
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$5,667,166
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,699,255
Interest on participant loans2013-12-31$21,965
Interest earned on other investments2013-12-31$5,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,157,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,035,594
Net investment gain/loss from pooled separate accounts2013-12-31$940,167
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$121,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$454,757
Contract administrator fees2013-12-31$6,930
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TURNER, STONE & COMPANY, LLP
Accountancy firm EIN2013-12-31752608885
2012 : UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,087,576
Total of all expenses incurred2012-12-31$315,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$310,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$589,776
Value of total assets at end of year2012-12-31$6,087,181
Value of total assets at beginning of year2012-12-31$5,315,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,550
Total interest from all sources2012-12-31$32,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$466,423
Participant contributions at end of year2012-12-31$315,137
Participant contributions at beginning of year2012-12-31$287,802
Participant contributions at end of year2012-12-31$37,195
Participant contributions at beginning of year2012-12-31$39,694
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,635
Other income not declared elsewhere2012-12-31$-2,552
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$771,740
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,087,181
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,315,441
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$4,699,255
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,916,852
Interest on participant loans2012-12-31$21,833
Interest earned on other investments2012-12-31$10,196
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,035,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,071,093
Net investment gain/loss from pooled separate accounts2012-12-31$468,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$114,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$310,286
Contract administrator fees2012-12-31$5,550
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31RAGSDALE & KOLLMANSBERGER, CPAS
Accountancy firm EIN2012-12-31751511065
2011 : UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$664,033
Total of all expenses incurred2011-12-31$279,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$269,297
Value of total corrective distributions2011-12-31$6,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$575,759
Value of total assets at end of year2011-12-31$5,315,441
Value of total assets at beginning of year2011-12-31$4,931,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,710
Total interest from all sources2011-12-31$34,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$462,565
Participant contributions at end of year2011-12-31$287,802
Participant contributions at beginning of year2011-12-31$304,934
Participant contributions at end of year2011-12-31$39,694
Participant contributions at beginning of year2011-12-31$33,882
Other income not declared elsewhere2011-12-31$1,980
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$384,389
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,315,441
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,931,052
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$3,916,852
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,574,704
Interest on participant loans2011-12-31$20,499
Interest earned on other investments2011-12-31$14,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,071,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,017,532
Net investment gain/loss from pooled separate accounts2011-12-31$51,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$113,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$269,297
Contract administrator fees2011-12-31$3,710
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31RAGSDALE & KOLLMANSBERGER, CPAS
Accountancy firm EIN2011-12-31751511065
2010 : UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$950,659
Total of all expenses incurred2010-12-31$151,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$128,938
Value of total corrective distributions2010-12-31$18,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$480,297
Value of total assets at end of year2010-12-31$4,931,052
Value of total assets at beginning of year2010-12-31$4,132,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,976
Total interest from all sources2010-12-31$47,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$391,624
Participant contributions at end of year2010-12-31$304,934
Participant contributions at beginning of year2010-12-31$292,490
Participant contributions at end of year2010-12-31$33,882
Participant contributions at beginning of year2010-12-31$30,234
Other income not declared elsewhere2010-12-31$1,381
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$798,698
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,931,052
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,132,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,574,704
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,871,714
Interest on participant loans2010-12-31$24,929
Interest earned on other investments2010-12-31$22,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,017,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$937,916
Net investment gain/loss from pooled separate accounts2010-12-31$421,407
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$88,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$128,938
Contract administrator fees2010-12-31$4,976
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31RAGSDALE & KOLLMANSBERGER, CPAS
Accountancy firm EIN2010-12-31751511065

Form 5500 Responses for UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST

2022: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED CHESTER INDUSTRIES, INC. RESTATED 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513248
Policy instance 1
Insurance contract or identification number513248
Number of Individuals Covered220
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513248
Policy instance 1
Insurance contract or identification number513248
Number of Individuals Covered222
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513248
Policy instance 1
Insurance contract or identification number513248
Number of Individuals Covered255
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416037
Policy instance 1
Insurance contract or identification number416037
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-01-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513248-000
Policy instance 2
Insurance contract or identification number513248-000
Number of Individuals Covered253
Insurance policy start date2019-02-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416037
Policy instance 1
Insurance contract or identification number416037
Number of Individuals Covered213
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,641
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,174
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416037
Policy instance 1
Insurance contract or identification number416037
Number of Individuals Covered200
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,289
Total amount of fees paid to insurance companyUSD $358
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,289
Amount paid for insurance broker fees358
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTRUENORTH COMPANIES LC
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number126675
Policy instance 1
Insurance contract or identification number126675
Number of Individuals Covered404
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $78,678
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,938,211
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $78,678
Insurance broker organization code?3
Insurance broker nameTRUENORTH COMPANIES LC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416037
Policy instance 2
Insurance contract or identification number416037
Number of Individuals Covered162
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,847
Total amount of fees paid to insurance companyUSD $666
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,847
Amount paid for insurance broker fees666
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTRUENORTH COMPANIES LC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416037
Policy instance 2
Insurance contract or identification number416037
Number of Individuals Covered158
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,430
Total amount of fees paid to insurance companyUSD $193
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,268
Amount paid for insurance broker fees193
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
Insurance broker organization code?3
Insurance broker nameOLD NORTHWEST AGENTS LIMITED PARTNE
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number126675
Policy instance 1
Insurance contract or identification number126675
Number of Individuals Covered360
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $67,413
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,738,233
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,978
Insurance broker organization code?3
Insurance broker nameBRYAN DOUGLAS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416037
Policy instance 2
Insurance contract or identification number416037
Number of Individuals Covered162
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,731
Total amount of fees paid to insurance companyUSD $102
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,345
Amount paid for insurance broker fees102
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTRUENORTH COMPANIES LC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number705682
Policy instance 1
Insurance contract or identification number705682
Number of Individuals Covered369
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,244
Total amount of fees paid to insurance companyUSD $74,089
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,828,364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,790
Amount paid for insurance broker fees36447
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
Insurance broker nameEPS EMPLOYEE BENEFITS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416037
Policy instance 1
Insurance contract or identification number416037
Number of Individuals Covered164
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,241
Total amount of fees paid to insurance companyUSD $72
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Commission paid to Insurance BrokerUSD $6,876
Amount paid for insurance broker fees72
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameOLD NORTHWEST AGENTS LIMITED PARTNE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416037
Policy instance 1
Insurance contract or identification number416037
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,643
Total amount of fees paid to insurance companyUSD $78
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416037
Policy instance 1
Insurance contract or identification number416037
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,623
Total amount of fees paid to insurance companyUSD $72
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,623
Amount paid for insurance broker fees72
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameEPS EMPLOYEE BENEFITS

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