UNDERSTOOD FOR ALL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNDERSTOOD FOR ALL, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : UNDERSTOOD FOR ALL, INC. 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $4,152,658 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $426,596 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $421,899 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,596,291 |
| Value of total assets at end of year | 2023-12-31 | $10,637,858 |
| Value of total assets at beginning of year | 2023-12-31 | $6,911,796 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $4,697 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $227,107 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $227,107 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,224,296 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $301,802 |
| Other income not declared elsewhere | 2023-12-31 | $-1,824 |
| Administrative expenses (other) incurred | 2023-12-31 | $150 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $3,726,062 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $10,637,858 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,911,796 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $2,922 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $10,522,573 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $6,826,581 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $115,285 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $85,215 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,331,084 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $1,070,193 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $421,899 |
| Contract administrator fees | 2023-12-31 | $1,625 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | PKF O'CONNOR DAVIES, LLP |
| Accountancy firm EIN | 2023-12-31 | 271728945 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $4,152,658 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $426,596 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $421,899 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $2,596,291 |
| Value of total assets at end of year | 2023-01-01 | $10,637,858 |
| Value of total assets at beginning of year | 2023-01-01 | $6,911,796 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $4,697 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $227,107 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $227,107 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,224,296 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $301,802 |
| Other income not declared elsewhere | 2023-01-01 | $-1,824 |
| Administrative expenses (other) incurred | 2023-01-01 | $150 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $3,726,062 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $10,637,858 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $6,911,796 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $2,922 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $10,522,573 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $6,826,581 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $115,285 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $85,215 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,331,084 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $1,070,193 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $421,899 |
| Contract administrator fees | 2023-01-01 | $1,625 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | PKF O'CONNOR DAVIES, LLP |
| Accountancy firm EIN | 2023-01-01 | 271728945 |
| 2022 : UNDERSTOOD FOR ALL, INC. 401(K) 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $731,737 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $759,623 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $755,003 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,054,507 |
| Value of total assets at end of year | 2022-12-31 | $6,911,796 |
| Value of total assets at beginning of year | 2022-12-31 | $6,939,682 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,620 |
| Total interest from all sources | 2022-12-31 | $955 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $164,911 |
| 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 | $164,911 |
| 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 | $1,003,979 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $218 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $190,663 |
| Other income not declared elsewhere | 2022-12-31 | $-12,965 |
| 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 | $-27,886 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,911,796 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,939,682 |
| 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 | $6,826,581 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,895,370 |
| Interest earned on other investments | 2022-12-31 | $955 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $85,215 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $43,601 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,475,671 |
| 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 | Yes |
| 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 | $859,865 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $493 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $755,003 |
| Contract administrator fees | 2022-12-31 | $4,620 |
| 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 | PKF O'CONNOR DAVIES, LLP |
| Accountancy firm EIN | 2022-12-31 | 271728945 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $731,737 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $759,623 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $755,003 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $2,054,507 |
| Value of total assets at end of year | 2022-01-01 | $6,911,796 |
| Value of total assets at beginning of year | 2022-01-01 | $6,939,682 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $4,620 |
| Total interest from all sources | 2022-01-01 | $955 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $164,911 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $164,911 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,003,979 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $218 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $190,663 |
| Other income not declared elsewhere | 2022-01-01 | $-12,965 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-27,886 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $6,911,796 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $6,939,682 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $6,826,581 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $6,895,370 |
| Interest earned on other investments | 2022-01-01 | $955 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $85,215 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $43,601 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,475,671 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $859,865 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $493 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $755,003 |
| Contract administrator fees | 2022-01-01 | $4,620 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | PKF O'CONNOR DAVIES, LLP |
| Accountancy firm EIN | 2022-01-01 | 271728945 |
