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UNION HOME LOAN, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameUNION HOME LOAN, INC. PROFIT SHARING PLAN
Plan identification number 001

UNION HOME LOAN, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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 HOME LOAN INC. PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name:UNION HOME LOAN INC. PROFIT SHARING PLAN
Employer identification number (EIN):330472051
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION HOME LOAN, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANIEL GOLDFIELD2024-10-11 DANIEL GOLDFIELD2024-10-11
0012022-01-01DANIEL GOLDFIELD2023-10-13 DANIEL GOLDFIELD2023-10-13
0012021-01-01DANIEL GOLDFIELD2022-10-17 DANIEL GOLDFIELD2022-10-17
0012020-01-01STEVE GOLDFIELD2021-10-13 STEVE GOLDFIELD2021-10-13
0012019-01-01STEVE GOLDFIELD2020-10-05 STEVE GOLDFIELD2020-10-05
0012018-01-01STEVE GOLDFIELD2019-10-14 STEVE GOLDFIELD2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01KIM THERASSE2016-10-17
0012014-01-01KIM THERASSE2015-10-12
0012013-01-01KIM THERASSE2014-10-06
0012010-01-01KIM THERASSE2011-09-22

Plan Statistics for UNION HOME LOAN, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for UNION HOME LOAN, INC. PROFIT SHARING PLAN

Measure Date Value
2023: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-015
Total number of active participants reported on line 7a of the Form 55002023-01-015
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-015
Number of participants with account balances2023-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Number of participants with account balances2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on UNION HOME LOAN, INC. PROFIT SHARING PLAN

Measure Date Value
2023 : UNION HOME LOAN, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$126,551
Expenses. Total of all expenses incurred2023-12-31$203,186
Benefits paid (including direct rollovers)2023-12-31$200,000
Total plan assets at end of year2023-12-31$3,705,563
Total plan assets at beginning of year2023-12-31$3,782,198
Value of fidelity bond covering the plan2023-12-31$3,700,000
Assets. Value of loans (other than to participants)2023-12-31$2,848,636
Expenses. Other expenses not covered elsewhere2023-12-31$3,186
Other income received2023-12-31$16,551
Net income (gross income less expenses)2023-12-31$-76,635
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,705,563
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,782,198
Assets. Value of real-estate (other than employer real property)2023-12-31$300,000
Total contributions received or receivable from employer(s)2023-12-31$110,000
2022 : UNION HOME LOAN, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$89,001
Expenses. Total of all expenses incurred2022-12-31$186,126
Benefits paid (including direct rollovers)2022-12-31$180,000
Total plan assets at end of year2022-12-31$3,782,198
Total plan assets at beginning of year2022-12-31$3,879,323
Value of fidelity bond covering the plan2022-12-31$3,700,000
Assets. Value of loans (other than to participants)2022-12-31$2,868,163
Expenses. Other expenses not covered elsewhere2022-12-31$6,126
Other income received2022-12-31$-60,999
Net income (gross income less expenses)2022-12-31$-97,125
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,782,198
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,879,323
Assets. Value of real-estate (other than employer real property)2022-12-31$250,000
Total contributions received or receivable from employer(s)2022-12-31$150,000
2021 : UNION HOME LOAN, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$-96,414
Expenses. Total of all expenses incurred2021-12-31$153,682
Benefits paid (including direct rollovers)2021-12-31$151,547
Total plan assets at end of year2021-12-31$3,879,323
Total plan assets at beginning of year2021-12-31$4,129,419
Value of fidelity bond covering the plan2021-12-31$3,700,000
Assets. Value of loans (other than to participants)2021-12-31$2,795,114
Expenses. Other expenses not covered elsewhere2021-12-31$2,135
Other income received2021-12-31$-276,414
Net income (gross income less expenses)2021-12-31$-250,096
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,879,323
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,129,419
Assets. Value of real-estate (other than employer real property)2021-12-31$415,000
Total contributions received or receivable from employer(s)2021-12-31$180,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : UNION HOME LOAN, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$-147,137
Expenses. Total of all expenses incurred2020-12-31$109,029
Benefits paid (including direct rollovers)2020-12-31$100,000
Total plan assets at end of year2020-12-31$4,129,419
Total plan assets at beginning of year2020-12-31$4,385,585
Value of fidelity bond covering the plan2020-12-31$450,000
Assets. Value of loans (other than to participants)2020-12-31$2,532,336
Expenses. Other expenses not covered elsewhere2020-12-31$9,029
Other income received2020-12-31$-207,137
Net income (gross income less expenses)2020-12-31$-256,166
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,129,419
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,385,585
Assets. Value of real-estate (other than employer real property)2020-12-31$945,766
Total contributions received or receivable from employer(s)2020-12-31$60,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : UNION HOME LOAN, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$421,035
Expenses. Total of all expenses incurred2019-12-31$358,917
Benefits paid (including direct rollovers)2019-12-31$332,711
Total plan assets at end of year2019-12-31$4,385,585
Total plan assets at beginning of year2019-12-31$4,323,467
Value of fidelity bond covering the plan2019-12-31$450,000
Assets. Value of loans (other than to participants)2019-12-31$2,751,953
Other income received2019-12-31$361,035
Net income (gross income less expenses)2019-12-31$62,118
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,385,585
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,323,467
Assets. Value of real-estate (other than employer real property)2019-12-31$993,773
Total contributions received or receivable from employer(s)2019-12-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$26,206
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : UNION HOME LOAN, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$187,191
Expenses. Total of all expenses incurred2018-12-31$303,801
Benefits paid (including direct rollovers)2018-12-31$265,694
Total plan assets at end of year2018-12-31$4,323,467
Total plan assets at beginning of year2018-12-31$4,440,077
Value of fidelity bond covering the plan2018-12-31$4,500,000
Assets. Value of loans (other than to participants)2018-12-31$3,246,112
Other income received2018-12-31$127,191
Net income (gross income less expenses)2018-12-31$-116,610
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,323,467
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,440,077
Assets. Value of real-estate (other than employer real property)2018-12-31$528,567
Total contributions received or receivable from employer(s)2018-12-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$38,107
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : UNION HOME LOAN, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$249,892
Expenses. Total of all expenses incurred2017-12-31$221,779
Benefits paid (including direct rollovers)2017-12-31$184,629
Total plan assets at end of year2017-12-31$4,440,077
Total plan assets at beginning of year2017-12-31$4,411,964
Value of fidelity bond covering the plan2017-12-31$4,200,000
Assets. Value of loans (other than to participants)2017-12-31$3,208,054
Other income received2017-12-31$189,892
Net income (gross income less expenses)2017-12-31$28,113
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,440,077
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,411,964
Assets. Value of real-estate (other than employer real property)2017-12-31$461,317
Total contributions received or receivable from employer(s)2017-12-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$37,150
2016 : UNION HOME LOAN, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$423,935
Expenses. Total of all expenses incurred2016-12-31$196,662
Benefits paid (including direct rollovers)2016-12-31$150,000
Total plan assets at end of year2016-12-31$4,411,964
Total plan assets at beginning of year2016-12-31$4,184,691
Value of fidelity bond covering the plan2016-12-31$750,000
Assets. Value of loans (other than to participants)2016-12-31$200,000
Other income received2016-12-31$363,935
Net income (gross income less expenses)2016-12-31$227,273
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,411,964
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,184,691
Assets. Value of participant loans2016-12-31$14,983
Assets. Value of assets in partnership/joint-venture interests2016-12-31$2,991,945
Assets. Value of real-estate (other than employer real property)2016-12-31$467,887
Total contributions received or receivable from employer(s)2016-12-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$46,662
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for UNION HOME LOAN, INC. PROFIT SHARING PLAN

2023: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNION HOME LOAN, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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