401k Plan data: UNION AGENER, INC. 401(K) SAVINGS PLAN plan

UNION AGENER, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	UNION AGENER, INC. 401(K) SAVINGS PLAN
Plan identification number	001

UNION AGENER, INC. 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
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

UNION AGENER, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNION AGENER, INC.

Employer identification number (EIN): 831712317

NAIC Classification: 325410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION AGENER, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CHANDA ABRAHAM 2023-10-16 FERNANDO DE CASTRO MARQUES 2023-10-16
001 2021-01-01 SERGIO FREIRE 2022-10-14
001 2020-01-01 SERGIO FREIRE 2021-10-14
001 2019-01-01 SERGIO EDUARDO 2020-10-13
001 2018-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CHANDA ABRAHAM	2023-10-16	FERNANDO DE CASTRO MARQUES	2023-10-16
001	2021-01-01	SERGIO FREIRE	2022-10-14
001	2020-01-01	SERGIO FREIRE	2021-10-14
001	2019-01-01	SERGIO EDUARDO	2020-10-13
001	2018-10-01

Plan Statistics for UNION AGENER, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for UNION AGENER, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022: UNION AGENER, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 179
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 19
Total of all active and inactive participants 2022-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 198
Number of participants with account balances 2022-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: UNION AGENER, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 171
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 17
Total of all active and inactive participants 2021-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 188
Number of participants with account balances 2021-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UNION AGENER, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 169
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 8
Total of all active and inactive participants 2020-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 177
Number of participants with account balances 2020-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNION AGENER, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 166
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 4
Total of all active and inactive participants 2019-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 170
Number of participants with account balances 2019-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1

Measure	Date	Value
2022: UNION AGENER, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	179
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	19
Total of all active and inactive participants	2022-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	198
Number of participants with account balances	2022-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: UNION AGENER, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	171
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	17
Total of all active and inactive participants	2021-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	188
Number of participants with account balances	2021-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UNION AGENER, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	169
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	8
Total of all active and inactive participants	2020-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	177
Number of participants with account balances	2020-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNION AGENER, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	166
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	4
Total of all active and inactive participants	2019-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	170
Number of participants with account balances	2019-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1

Financial Data on UNION AGENER, INC. 401(K) SAVINGS PLAN

Measure	Date	Value
2022 : UNION AGENER, INC. 401(K) SAVINGS PLAN 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	$2,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$28
Total income from all sources (including contributions)	2022-12-31	$419,161
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$987,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$954,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,379,713
Value of total assets at end of year	2022-12-31	$11,701,258
Value of total assets at beginning of year	2022-12-31	$12,267,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,754
Total interest from all sources	2022-12-31	$17,973
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$252,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$252,056
Administrative expenses professional fees incurred	2022-12-31	$32,754
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,572,823
Participant contributions at end of year	2022-12-31	$340,799
Participant contributions at beginning of year	2022-12-31	$308,891
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$2,548
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$4,777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$2,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$28
Total non interest bearing cash at end of year	2022-12-31	$169,784
Total non interest bearing cash at beginning of year	2022-12-31	$95,868
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	$-568,100
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,699,247
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,267,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,178,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,853,658
Interest on participant loans	2022-12-31	$17,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$9,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$4,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$4,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,230,581
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	$806,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$954,507
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	PANNELL KERR FORSTER OF TEXAS P.C.
Accountancy firm EIN	2022-12-31	760356844
2021 : UNION AGENER, INC. 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$28
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,899,781
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$222,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$200,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,481,517
Value of total assets at end of year	2021-12-31	$12,267,375
Value of total assets at beginning of year	2021-12-31	$8,590,217
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$21,710
Total interest from all sources	2021-12-31	$17,193
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$854,873
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	$854,873
Administrative expenses professional fees incurred	2021-12-31	$21,710
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,606,608
Participant contributions at end of year	2021-12-31	$308,891
Participant contributions at beginning of year	2021-12-31	$300,685
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$80,481
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$4,777
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$28
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$95,868
Total non interest bearing cash at beginning of year	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
Value of net income/loss	2021-12-31	$3,677,130
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,267,347
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,590,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,853,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,622,802
Interest on participant loans	2021-12-31	$17,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$4,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$666,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$666,730
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$546,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$794,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$200,941
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PANNELL KERR FORSTER OF TEXAS P.C.
Accountancy firm EIN	2021-12-31	760356844
2020 : UNION AGENER, INC. 401(K) SAVINGS PLAN 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	$1,667
Total income from all sources (including contributions)	2020-12-31	$3,412,918
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$449,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$441,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,297,462
Value of total assets at end of year	2020-12-31	$8,590,217
Value of total assets at beginning of year	2020-12-31	$5,628,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$7,563
Total interest from all sources	2020-12-31	$13,830
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$165,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$165,598
Administrative expenses professional fees incurred	2020-12-31	$7,563
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,349,437
Participant contributions at end of year	2020-12-31	$300,685
Participant contributions at beginning of year	2020-12-31	$200,216
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$239,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$1,667
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$1,667
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	$2,963,526
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,590,217
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,626,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,622,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,110,310
Interest on participant loans	2020-12-31	$13,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$666,730
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$316,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$316,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$936,028
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	$708,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$441,829
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	PANNELL KERR FORSTER OF TEXAS P.C.
Accountancy firm EIN	2020-12-31	760356844
2019 : UNION AGENER, INC. 401(K) SAVINGS PLAN 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	$1,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,667
Total income from all sources (including contributions)	2019-12-31	$2,727,818
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$50,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$47,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,913,191
Value of total assets at end of year	2019-12-31	$5,628,358
Value of total assets at beginning of year	2019-12-31	$2,951,488
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,863
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$120,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$120,118
Administrative expenses professional fees incurred	2019-12-31	$3,863
Was this plan covered by a fidelity bond	2019-12-31	No
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	$1,249,729
Participant contributions at end of year	2019-12-31	$200,216
Participant contributions at beginning of year	2019-12-31	$125,210
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$36,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,667
Total non interest bearing cash at end of year	2019-12-31	$1,667
Total non interest bearing cash at beginning of year	2019-12-31	$1,667
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	$2,676,870
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,626,691
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,949,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,110,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,824,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$316,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$694,509
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	No
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	$627,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$47,085
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	PANNELL KERR FORSTER OF TEXAS P.C.
Accountancy firm EIN	2019-12-31	760356844

Form 5500 Responses for UNION AGENER, INC. 401(K) SAVINGS PLAN

2022: UNION AGENER, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNION AGENER, INC. 401(K) SAVINGS PLAN 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNION AGENER, INC. 401(K) SAVINGS PLAN 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNION AGENER, INC. 401(K) SAVINGS PLAN 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	UNION AGENER, INC.
Employer identification number (EIN):	831712317
NAIC Classification:	325410