401k Plan data: UNIVERSAL 401(K) PLAN TRUST plan

UNIVERSAL 401(K) PLAN TRUST 401k Plan overview

Plan Name	UNIVERSAL 401(K) PLAN TRUST
Plan identification number	001

UNIVERSAL 401(K) PLAN TRUST Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BUSINESS ADMINISTRATION SUPPORT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BUSINESS ADMINISTRATION SUPPORT SERVICES, INC.

Employer identification number (EIN): 770528531

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about BUSINESS ADMINISTRATION SUPPORT SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2014-03-28

Company Identification Number: P14000028401

Legal Registered Office Address: 1335 FLEMING AVENUE

ORMOND BEACH

32174

More information about BUSINESS ADMINISTRATION SUPPORT SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSAL 401(K) PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01

Plan Statistics for UNIVERSAL 401(K) PLAN TRUST

401k plan membership statisitcs for UNIVERSAL 401(K) PLAN TRUST

Measure Date Value
2022: UNIVERSAL 401(K) PLAN TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 271
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 12
Total of all active and inactive participants 2022-01-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 283
Number of participants with account balances 2022-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UNIVERSAL 401(K) PLAN TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 244
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 256
Number of participants with account balances 2021-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UNIVERSAL 401(K) PLAN TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 284
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 288
Number of participants with account balances 2020-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNIVERSAL 401(K) PLAN TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 244
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 249
Number of participants with account balances 2019-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: UNIVERSAL 401(K) PLAN TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	271
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	12
Total of all active and inactive participants	2022-01-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	283
Number of participants with account balances	2022-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UNIVERSAL 401(K) PLAN TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	244
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	256
Number of participants with account balances	2021-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UNIVERSAL 401(K) PLAN TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	284
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	288
Number of participants with account balances	2020-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNIVERSAL 401(K) PLAN TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	244
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	249
Number of participants with account balances	2019-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on UNIVERSAL 401(K) PLAN TRUST

Measure	Date	Value
2022 : UNIVERSAL 401(K) PLAN TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$700
Total income from all sources (including contributions)	2022-12-31	$192,495
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$30,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$28,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$804,329
Value of total assets at end of year	2022-12-31	$3,427,813
Value of total assets at beginning of year	2022-12-31	$3,265,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,641
Total interest from all sources	2022-12-31	$671
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 year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$343,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$536,563
Participant contributions at end of year	2022-12-31	$15,575
Participant contributions at beginning of year	2022-12-31	$2,626
Participant contributions at end of year	2022-12-31	$8,800
Participant contributions at beginning of year	2022-12-31	$4,207
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$161,885
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,427,113
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,265,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$1,641
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,402,145
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,255,755
Interest on participant loans	2022-12-31	$671
Net investment gain/loss from pooled separate accounts	2022-12-31	$-612,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$267,766
Employer contributions (assets) at end of year	2022-12-31	$1,293
Employer contributions (assets) at beginning of year	2022-12-31	$3,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$28,969
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HUDSON HENDERSON & COMPANY, INC.
Accountancy firm EIN	2022-12-31	811741762
2021 : UNIVERSAL 401(K) PLAN TRUST 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,132,353
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$46,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$44,789
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$701,551
Value of total assets at end of year	2021-12-31	$3,265,928
Value of total assets at beginning of year	2021-12-31	$2,179,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,601
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$453
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 year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$327,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$452,675
Participant contributions at end of year	2021-12-31	$2,626
Participant contributions at beginning of year	2021-12-31	$9,641
Participant contributions at end of year	2021-12-31	$4,207
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$700
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$1,085,963
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,265,228
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,179,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$1,601
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,255,755
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$2,169,624
Interest on participant loans	2021-12-31	$453
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$0
Net investment gain/loss from pooled separate accounts	2021-12-31	$430,349
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$248,876
Employer contributions (assets) at end of year	2021-12-31	$3,340
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$44,789
Contract administrator fees	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HUDSON HENDERSON & COMPANY, INC.
Accountancy firm EIN	2021-12-31	811741762
2020 : UNIVERSAL 401(K) PLAN TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,023,200
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$36,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$35,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$680,246
Value of total assets at end of year	2020-12-31	$2,179,265
Value of total assets at beginning of year	2020-12-31	$1,193,019
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,137
Total interest from all sources	2020-12-31	$726
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$119,302
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$371,493
Participant contributions at end of year	2020-12-31	$9,641
Participant contributions at beginning of year	2020-12-31	$11,555
Participant contributions at beginning of year	2020-12-31	$2,029
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$97,974
Administrative expenses (other) incurred	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$986,246
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,179,265
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,193,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$1,137
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,169,624
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,170,715
Interest on participant loans	2020-12-31	$726
Net investment gain/loss from pooled separate accounts	2020-12-31	$342,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$210,779
Employer contributions (assets) at beginning of year	2020-12-31	$8,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$35,817
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HUDSON HENDERSON & COMPANY, INC.
Accountancy firm EIN	2020-12-31	811741762
2019 : UNIVERSAL 401(K) PLAN TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$694,711
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$10,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$10,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$539,903
Value of total assets at end of year	2019-12-31	$1,193,019
Value of total assets at beginning of year	2019-12-31	$509,298
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$689
Total interest from all sources	2019-12-31	$124
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 year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$119,302
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$329,429
Participant contributions at end of year	2019-12-31	$11,555
Participant contributions at end of year	2019-12-31	$2,029
Participant contributions at beginning of year	2019-12-31	$12,465
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$17,001
Other income not declared elsewhere	2019-12-31	$1,314
Administrative expenses (other) incurred	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$683,721
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,193,019
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$509,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$689
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,170,715
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$331,233
Interest on participant loans	2019-12-31	$124
Net investment gain/loss from pooled separate accounts	2019-12-31	$153,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$193,473
Employer contributions (assets) at end of year	2019-12-31	$8,720
Employer contributions (assets) at beginning of year	2019-12-31	$165,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$10,301
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HUDSON HENDERSON & COMPANY, INC.
Accountancy firm EIN	2019-12-31	811741762

Form 5500 Responses for UNIVERSAL 401(K) PLAN TRUST

2022: UNIVERSAL 401(K) PLAN TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNIVERSAL 401(K) PLAN TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNIVERSAL 401(K) PLAN TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNIVERSAL 401(K) PLAN TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

133184

Policy instance

Insurance contract or identification number	133184
Number of Individuals Covered	83
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $15,637
Total amount of fees paid to insurance company	USD $1,797
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,637
Insurance broker organization code?	3
Amount paid for insurance broker fees	1797
Additional information about fees paid to insurance broker	TPA COMPENSATION AND FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

133184

Policy instance

Insurance contract or identification number	133184
Number of Individuals Covered	78
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $13,260
Total amount of fees paid to insurance company	USD $1,682
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,260
Insurance broker organization code?	3
Amount paid for insurance broker fees	1682
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

133184

Policy instance

Insurance contract or identification number	133184
Number of Individuals Covered	73
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $7,550
Total amount of fees paid to insurance company	USD $1,062
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,550
Insurance broker organization code?	3
Amount paid for insurance broker fees	1062
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

133184

Policy instance

Insurance contract or identification number	133184
Number of Individuals Covered	58
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,571
Total amount of fees paid to insurance company	USD $3,588
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,571
Insurance broker organization code?	3
Amount paid for insurance broker fees	3588
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION

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Company Name:	BUSINESS ADMINISTRATION SUPPORT SERVICES, INC.
Employer identification number (EIN):	770528531
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2014-03-28
Company Identification Number:	P14000028401
Legal Registered Office Address:	1335 FLEMING AVENUE ORMOND BEACH 32174