401k Plan data: UNITED FINANCIAL RESOURCES COR 401 K PROFIT SHARING PLAN TRUST plan

UNITED FINANCIAL RESOURCES COR 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	UNITED FINANCIAL RESOURCES COR 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

UNITED FINANCIAL RESOURCES COR 401 K PROFIT SHARING 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNITED FINANCIAL SYSTEMS has sponsored the creation of one or more 401k plans.

Company Name: UNITED FINANCIAL SYSTEMS

Employer identification number (EIN): 264357952

NAIC Classification: 525920
NAIC Description: Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED FINANCIAL RESOURCES COR 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DAVID M MCINERNEY 2023-08-21
001 2021-01-01 DAVID M MCINERNEY 2022-07-29
001 2020-01-01 JOHN D BARTON 2021-07-08
001 2019-01-01 JOHN BARTON 2020-10-09
001 2018-01-01 CHRISTINA ADAMS 2019-09-03 CHRISTINA ADAMS 2019-09-03
001 2017-01-01 GARY J PARKER 2018-07-31
001 2016-01-01 GARY PARKER 2017-07-28
001 2015-01-01 RICHARD FOLLETT 2016-07-22
001 2014-01-01 RICHARD FOLLETT 2015-06-30
001 2013-01-01 RICHARD FOLLETT 2014-06-13
001 2012-01-01 UNITED FINANCIAL SYSTEMS 2013-07-26
001 2011-01-01 UNITED FINANCIAL SYSTEMS 2013-07-30
001 2010-01-01 UNITED FINANCIAL SYSTEMS 2013-07-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DAVID M MCINERNEY	2023-08-21
001	2021-01-01	DAVID M MCINERNEY	2022-07-29
001	2020-01-01	JOHN D BARTON	2021-07-08
001	2019-01-01	JOHN BARTON	2020-10-09
001	2018-01-01	CHRISTINA ADAMS	2019-09-03	CHRISTINA ADAMS	2019-09-03
001	2017-01-01	GARY J PARKER	2018-07-31
001	2016-01-01	GARY PARKER	2017-07-28
001	2015-01-01	RICHARD FOLLETT	2016-07-22
001	2014-01-01	RICHARD FOLLETT	2015-06-30
001	2013-01-01	RICHARD FOLLETT	2014-06-13
001	2012-01-01	UNITED FINANCIAL SYSTEMS	2013-07-26
001	2011-01-01	UNITED FINANCIAL SYSTEMS	2013-07-30
001	2010-01-01	UNITED FINANCIAL SYSTEMS	2013-07-30

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Company Name:	UNITED FINANCIAL SYSTEMS
Employer identification number (EIN):	264357952
NAIC Classification:	525920
NAIC Description:	Trusts, Estates, and Agency Accounts