Logo

UNITED AMERICAN MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameUNITED AMERICAN MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLAN
Plan identification number 002

UNITED AMERICAN MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

UNITED AMERICAN MORTGAGE has sponsored the creation of one or more 401k plans.

Company Name:UNITED AMERICAN MORTGAGE
Employer identification number (EIN):330547244
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED AMERICAN MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01AL W. HENSLING2020-10-16
0022018-01-01AL W. HENSLING2019-10-15
0022017-01-01AL W. HENSLING2018-10-15
0022016-01-01AL W. HENSLING2017-10-17
0022015-01-01AL W. HENSLING2016-10-14
0022014-01-01JUDY OSWALD2015-10-15
0022013-01-01AL HENSLING2014-10-15
0022012-01-01AL HENSLING2013-10-14

Plan Statistics for UNITED AMERICAN MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for UNITED AMERICAN MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: UNITED AMERICAN MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-313,944,152
Acturial value of plan assets2022-12-313,944,152
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-318
Fundng target for terminated vested participants2022-12-3135,384
Active participant vested funding target2022-12-313,010,802
Number of active participants2022-12-3127
Total funding liabilities for active participants2022-12-313,021,521
Total participant count2022-12-3135
Total funding target for all participants2022-12-313,056,905
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3112,000
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3112,000
Present value of excess contributions2022-12-31770,055
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31813,255
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3110,690
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31557,238
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: UNITED AMERICAN MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-313,562,573
Acturial value of plan assets2021-12-313,562,573
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-319
Fundng target for terminated vested participants2021-12-3134,857
Active participant vested funding target2021-12-312,483,873
Number of active participants2021-12-3125
Total funding liabilities for active participants2021-12-312,488,193
Total participant count2021-12-3134
Total funding target for all participants2021-12-312,523,050
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3112,976
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3112,976
Present value of excess contributions2021-12-31774,405
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31774,405
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3112,000
Total employer contributions2021-12-31800,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31770,055
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31516,002
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31770,055
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: UNITED AMERICAN MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,635,879
Acturial value of plan assets2020-12-312,635,879
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-318
Fundng target for terminated vested participants2020-12-3170,761
Active participant vested funding target2020-12-311,856,722
Number of active participants2020-12-3122
Total funding liabilities for active participants2020-12-311,860,918
Total participant count2020-12-3130
Total funding target for all participants2020-12-311,931,679
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3110,700
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3110,700
Present value of excess contributions2020-12-31534,110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31534,110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3112,976
Total employer contributions2020-12-31800,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31774,405
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31455,169
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31774,405
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: UNITED AMERICAN MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,815,063
Acturial value of plan assets2019-12-311,815,063
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-314
Fundng target for terminated vested participants2019-12-312,173
Active participant vested funding target2019-12-311,809,669
Number of active participants2019-12-3123
Total funding liabilities for active participants2019-12-311,814,565
Total participant count2019-12-3127
Total funding target for all participants2019-12-311,816,738
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3165,459
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3153,485
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3111,974
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3110,700
Total employer contributions2019-12-31627,574
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31601,223
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3160,324
Net shortfall amortization installment of oustanding balance2019-12-3112,973
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3167,113
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3167,113
Contributions allocatedtoward minimum required contributions for current year2019-12-31601,223
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: UNITED AMERICAN MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,451,102
Acturial value of plan assets2018-12-311,451,102
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-31365
Active participant vested funding target2018-12-311,618,665
Number of active participants2018-12-3123
Total funding liabilities for active participants2018-12-311,622,722
Total participant count2018-12-3125
Total funding target for all participants2018-12-311,623,087
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3157,526
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3157,526
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3165,459
Total employer contributions2018-12-3150,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3148,841
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3162,945
Net shortfall amortization installment of oustanding balance2018-12-31241,234
Total funding amount beforereflecting carryover/prefunding balances2018-12-31102,326
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3153,485
Additional cash requirement2018-12-3148,841
Contributions allocatedtoward minimum required contributions for current year2018-12-3148,841
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: UNITED AMERICAN MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,623,843
Acturial value of plan assets2017-12-311,623,843
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-314,532
Active participant vested funding target2017-12-311,393,406
Number of active participants2017-12-3117
Total funding liabilities for active participants2017-12-311,394,496
Total participant count2017-12-3120
Total funding target for all participants2017-12-311,399,028
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3153,181
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3153,181
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3157,526
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3143,585
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: UNITED AMERICAN MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,427,106
Acturial value of plan assets2016-12-311,427,106
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-31165
Active participant vested funding target2016-12-311,040,529
Number of active participants2016-12-3116
Total funding liabilities for active participants2016-12-311,301,398
Total participant count2016-12-3117
Total funding target for all participants2016-12-311,301,563
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3155,868
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3155,868
Present value of excess contributions2016-12-3189,640
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3189,640
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3153,181
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3139,422
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Potentially related plans

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1