Logo

UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN
Plan identification number 001

UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNIVERSAL TRAILER CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSAL TRAILER CORPORATION
Employer identification number (EIN):043642003
NAIC Classification:336990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01DOUG CZERWONKA
0012015-01-01DOUG CZERWONKA
0012014-01-01DOUG CZERWONKA
0012013-01-01RICARDO MONCADA
0012012-01-01RICARDO MONCADA
0012011-01-01RICARDO MONCADA
0012010-01-01MATT ROHWER
0012009-01-01JOHN LEOPARD
0012009-01-01
0012009-01-01RICARDO MONCADA
0012009-01-01

Plan Statistics for UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN

Measure Date Value
2019: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,589
Total number of active participants reported on line 7a of the Form 55002019-01-01358
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-011,427
Total of all active and inactive participants2019-01-011,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0115
Total participants2019-01-011,808
Number of participants with account balances2019-01-011,808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,864
Total number of active participants reported on line 7a of the Form 55002018-01-01992
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-011,574
Total of all active and inactive participants2018-01-012,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-012,586
Number of participants with account balances2018-01-012,202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01121
2017: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,478
Total number of active participants reported on line 7a of the Form 55002017-01-011,571
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-011,277
Total of all active and inactive participants2017-01-012,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-012,864
Number of participants with account balances2017-01-012,589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0164
2016: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,438
Total number of active participants reported on line 7a of the Form 55002016-01-011,276
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-011,149
Total of all active and inactive participants2016-01-012,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-012,439
Number of participants with account balances2016-01-012,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01301
2015: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,709
Total number of active participants reported on line 7a of the Form 55002015-01-011,807
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01585
Total of all active and inactive participants2015-01-012,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-012,399
Number of participants with account balances2015-01-012,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01176
2014: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,054
Total number of active participants reported on line 7a of the Form 55002014-01-012,181
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01483
Total of all active and inactive participants2014-01-012,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-012,669
Number of participants with account balances2014-01-012,050
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01199
2013: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,604
Total number of active participants reported on line 7a of the Form 55002013-01-011,711
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01286
Total of all active and inactive participants2013-01-011,999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-012,002
Number of participants with account balances2013-01-011,736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01225
2012: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,474
Total number of active participants reported on line 7a of the Form 55002012-01-011,346
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01218
Total of all active and inactive participants2012-01-011,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,568
Number of participants with account balances2012-01-011,118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,309
Total number of active participants reported on line 7a of the Form 55002011-01-011,177
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01262
Total of all active and inactive participants2011-01-011,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,444
Number of participants with account balances2011-01-011,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,475
Total number of active participants reported on line 7a of the Form 55002010-01-011,107
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01174
Total of all active and inactive participants2010-01-011,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-011,285
Number of participants with account balances2010-01-01981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0123
2009: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,829
Total number of active participants reported on line 7a of the Form 55002009-01-011,260
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01208
Total of all active and inactive participants2009-01-011,468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,469
Number of participants with account balances2009-01-011,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0178

Financial Data on UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN

Measure Date Value
2019 : UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$6,804,432
Total of all expenses incurred2019-12-31$4,266,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,119,734
Expenses. Certain deemed distributions of participant loans2019-12-31$37
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$998,603
Value of total assets at end of year2019-12-31$30,802,251
Value of total assets at beginning of year2019-12-31$28,264,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$146,424
Total interest from all sources2019-12-31$31,557
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$551,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$551,956
Administrative expenses professional fees incurred2019-12-31$12,402
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$995,502
Participant contributions at end of year2019-12-31$574,705
Participant contributions at beginning of year2019-12-31$623,193
Participant contributions at end of year2019-12-31$4,000
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$221
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$330
Administrative expenses (other) incurred2019-12-31$134,022
Total non interest bearing cash at end of year2019-12-31$20,846
Total non interest bearing cash at beginning of year2019-12-31$33,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,538,237
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,802,251
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,264,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,365,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,391,656
Interest on participant loans2019-12-31$30,659
Value of interest in common/collective trusts at end of year2019-12-31$2,667,656
Value of interest in common/collective trusts at beginning of year2019-12-31$3,071,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$169,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$144,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$144,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,164,348
Net investment gain or loss from common/collective trusts2019-12-31$57,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,119,734
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON, LLP
Accountancy firm EIN2019-12-31366055558
2018 : UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$69,410
Total of all expenses incurred2018-12-31$7,371,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,219,496
Expenses. Certain deemed distributions of participant loans2018-12-31$-73
Value of total corrective distributions2018-12-31$6,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,562,271
Value of total assets at end of year2018-12-31$28,264,014
Value of total assets at beginning of year2018-12-31$35,566,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$145,822
Total interest from all sources2018-12-31$44,456
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$615,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$615,285
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,517,198
Participant contributions at end of year2018-12-31$623,193
Participant contributions at beginning of year2018-12-31$986,794
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$43,926
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$45,073
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,180
Administrative expenses (other) incurred2018-12-31$145,822
Total non interest bearing cash at end of year2018-12-31$33,247
Total non interest bearing cash at beginning of year2018-12-31$33,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,302,301
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,264,014
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,566,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,391,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,245,293
Interest on participant loans2018-12-31$44,061
Value of interest in common/collective trusts at end of year2018-12-31$3,071,505
Value of interest in common/collective trusts at beginning of year2018-12-31$3,149,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$144,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$105,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$105,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,211,096
Net investment gain or loss from common/collective trusts2018-12-31$58,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,219,496
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANT THORNTON, LLP
Accountancy firm EIN2018-12-31366055558
2017 : UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$7,681,338
Total of all expenses incurred2017-12-31$2,700,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,553,435
Expenses. Certain deemed distributions of participant loans2017-12-31$2,144
Value of total corrective distributions2017-12-31$3,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,720,413
Value of total assets at end of year2017-12-31$35,566,315
Value of total assets at beginning of year2017-12-31$30,585,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$141,256
Total interest from all sources2017-12-31$42,745
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$555,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$555,406
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,986,629
Participant contributions at end of year2017-12-31$986,794
Participant contributions at beginning of year2017-12-31$954,799
Participant contributions at end of year2017-12-31$43,926
Participant contributions at beginning of year2017-12-31$34,917
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$506,130
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,180
Administrative expenses (other) incurred2017-12-31$141,256
Total non interest bearing cash at end of year2017-12-31$33,247
Total non interest bearing cash at beginning of year2017-12-31$33,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,980,944
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,566,315
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,585,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,245,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,266,645
Interest on participant loans2017-12-31$42,666
Value of interest in common/collective trusts at end of year2017-12-31$3,149,890
Value of interest in common/collective trusts at beginning of year2017-12-31$3,204,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$105,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$84,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$84,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$79
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,314,368
Net investment gain or loss from common/collective trusts2017-12-31$48,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$227,654
Employer contributions (assets) at beginning of year2017-12-31$7,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,553,435
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,347,427
Total of all expenses incurred2016-12-31$3,018,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,913,101
Expenses. Certain deemed distributions of participant loans2016-12-31$6,817
Value of total corrective distributions2016-12-31$9,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,615,306
Value of total assets at end of year2016-12-31$30,585,371
Value of total assets at beginning of year2016-12-31$28,256,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$88,504
Total interest from all sources2016-12-31$38,568
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$574,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$574,052
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,079,021
Participant contributions at end of year2016-12-31$954,799
Participant contributions at beginning of year2016-12-31$878,981
Participant contributions at end of year2016-12-31$34,917
Participant contributions at beginning of year2016-12-31$50,823
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$34,774
Administrative expenses (other) incurred2016-12-31$88,504
Total non interest bearing cash at end of year2016-12-31$33,247
Total non interest bearing cash at beginning of year2016-12-31$33,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,329,158
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,585,371
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,256,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,266,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,064,381
Interest on participant loans2016-12-31$38,568
Value of interest in common/collective trusts at end of year2016-12-31$3,204,165
Value of interest in common/collective trusts at beginning of year2016-12-31$3,160,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$84,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$56,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$56,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,077,753
Net investment gain or loss from common/collective trusts2016-12-31$41,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$501,511
Employer contributions (assets) at end of year2016-12-31$7,574
Employer contributions (assets) at beginning of year2016-12-31$11,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,913,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,550,673
Total of all expenses incurred2015-12-31$2,255,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,187,533
Expenses. Certain deemed distributions of participant loans2015-12-31$3,670
Value of total corrective distributions2015-12-31$-32,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,815,038
Value of total assets at end of year2015-12-31$28,256,213
Value of total assets at beginning of year2015-12-31$27,960,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$96,582
Total interest from all sources2015-12-31$34,821
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$456,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$456,520
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,188,937
Participant contributions at end of year2015-12-31$878,981
Participant contributions at beginning of year2015-12-31$867,833
Participant contributions at end of year2015-12-31$50,823
Participant contributions at beginning of year2015-12-31$35,533
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$106,529
Administrative expenses (other) incurred2015-12-31$96,582
Total non interest bearing cash at end of year2015-12-31$33,247
Total non interest bearing cash at beginning of year2015-12-31$33,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$295,662
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,256,213
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,960,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,064,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,038,494
Interest on participant loans2015-12-31$34,816
Value of interest in common/collective trusts at end of year2015-12-31$3,160,677
Value of interest in common/collective trusts at beginning of year2015-12-31$2,937,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$56,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$39,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$39,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-792,546
Net investment gain or loss from common/collective trusts2015-12-31$36,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$519,572
Employer contributions (assets) at end of year2015-12-31$11,964
Employer contributions (assets) at beginning of year2015-12-31$7,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,187,533
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$229
Total income from all sources (including contributions)2014-12-31$4,430,381
Total of all expenses incurred2014-12-31$2,086,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,886,782
Expenses. Certain deemed distributions of participant loans2014-12-31$6,809
Value of total corrective distributions2014-12-31$23,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,469,076
Value of total assets at end of year2014-12-31$27,960,551
Value of total assets at beginning of year2014-12-31$25,616,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$169,666
Total interest from all sources2014-12-31$61,973
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$531,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$531,870
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,929,129
Participant contributions at end of year2014-12-31$867,833
Participant contributions at beginning of year2014-12-31$827,070
Participant contributions at end of year2014-12-31$35,533
Participant contributions at beginning of year2014-12-31$67,977
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$63,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$229
Administrative expenses (other) incurred2014-12-31$137,384
Total non interest bearing cash at end of year2014-12-31$33,248
Total non interest bearing cash at beginning of year2014-12-31$25,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,344,056
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,960,551
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,616,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$32,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,038,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,730,170
Interest on participant loans2014-12-31$35,662
Interest earned on other investments2014-12-31$26,308
Value of interest in common/collective trusts at end of year2014-12-31$2,937,963
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$39,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$26,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$26,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,939,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,356,672
Net investment gain or loss from common/collective trusts2014-12-31$10,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$476,426
Employer contributions (assets) at end of year2014-12-31$7,656
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,886,782
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON
Accountancy firm EIN2014-12-31366055558
2013 : UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$229
Total income from all sources (including contributions)2013-12-31$6,228,821
Total of all expenses incurred2013-12-31$1,969,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,769,257
Expenses. Certain deemed distributions of participant loans2013-12-31$4,774
Value of total corrective distributions2013-12-31$4,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,907,948
Value of total assets at end of year2013-12-31$25,616,724
Value of total assets at beginning of year2013-12-31$21,357,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$191,870
Total interest from all sources2013-12-31$73,383
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$377,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$377,902
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,717,001
Participant contributions at end of year2013-12-31$827,070
Participant contributions at beginning of year2013-12-31$838,504
Participant contributions at end of year2013-12-31$67,977
Participant contributions at beginning of year2013-12-31$9,159
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,790
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$229
Administrative expenses (other) incurred2013-12-31$163,384
Total non interest bearing cash at end of year2013-12-31$25,394
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,258,826
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,616,495
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,357,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$28,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,730,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,593,662
Interest on participant loans2013-12-31$33,220
Interest earned on other investments2013-12-31$40,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$26,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$184,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$184,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,939,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,731,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,869,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$182,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,769,257
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON
Accountancy firm EIN2013-12-31366055558
2012 : UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,861,151
Total of all expenses incurred2012-12-31$2,254,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,157,498
Expenses. Certain deemed distributions of participant loans2012-12-31$68
Value of total corrective distributions2012-12-31$24,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,531,481
Value of total assets at end of year2012-12-31$21,357,669
Value of total assets at beginning of year2012-12-31$19,750,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$72,675
Total interest from all sources2012-12-31$84,642
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$369,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$369,871
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,479,101
Participant contributions at end of year2012-12-31$838,504
Participant contributions at beginning of year2012-12-31$985,254
Participant contributions at end of year2012-12-31$9,159
Participant contributions at beginning of year2012-12-31$9,233
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$52,380
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$858
Administrative expenses (other) incurred2012-12-31$72,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,606,823
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,357,669
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,750,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,593,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,894,769
Interest on participant loans2012-12-31$38,854
Interest earned on other investments2012-12-31$45,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$184,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$170,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$170,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,731,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,690,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,875,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,157,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON
Accountancy firm EIN2012-12-31366055558
2011 : UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$755,782
Total of all expenses incurred2011-12-31$1,931,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,847,563
Expenses. Certain deemed distributions of participant loans2011-12-31$25,581
Value of total corrective distributions2011-12-31$20,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,371,494
Value of total assets at end of year2011-12-31$19,750,846
Value of total assets at beginning of year2011-12-31$20,926,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$37,694
Total interest from all sources2011-12-31$106,998
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$249,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$249,022
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,371,460
Participant contributions at end of year2011-12-31$985,254
Participant contributions at beginning of year2011-12-31$908,236
Participant contributions at end of year2011-12-31$9,233
Participant contributions at beginning of year2011-12-31$13,589
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$858
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,119
Administrative expenses (other) incurred2011-12-31$37,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,175,421
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,750,846
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,926,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,894,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,246,349
Interest on participant loans2011-12-31$43,456
Interest earned on other investments2011-12-31$63,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$170,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$163,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$163,528
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,690,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,593,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-971,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$34
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,847,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON
Accountancy firm EIN2011-12-31366055558
2010 : UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,832,659
Total of all expenses incurred2010-12-31$2,427,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,263,015
Expenses. Certain deemed distributions of participant loans2010-12-31$52,076
Value of total corrective distributions2010-12-31$60,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,413,147
Value of total assets at end of year2010-12-31$20,926,267
Value of total assets at beginning of year2010-12-31$19,520,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$51,099
Total interest from all sources2010-12-31$126,768
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$249,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$249,146
Administrative expenses professional fees incurred2010-12-31$13,996
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,334,474
Participant contributions at end of year2010-12-31$908,236
Participant contributions at beginning of year2010-12-31$860,504
Participant contributions at end of year2010-12-31$13,589
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$78,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,119
Other income not declared elsewhere2010-12-31$34,691
Administrative expenses (other) incurred2010-12-31$37,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,405,571
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,926,267
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,520,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,246,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,227,077
Interest on participant loans2010-12-31$50,780
Interest earned on other investments2010-12-31$75,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$163,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$152,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$152,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,593,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,280,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,008,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,263,015
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON
Accountancy firm EIN2010-12-31366055558
2009 : UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN

2019: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSAL TRAILER HOLDINGS CORP. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51363
Policy instance 1
Insurance contract or identification numberYK51363
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-09-03
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51363
Policy instance 1
Insurance contract or identification numberYK51363
Number of Individuals Covered1736
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $341
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $341
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51363
Policy instance 1
Insurance contract or identification numberYK51363
Number of Individuals Covered1118
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,647
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,647
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51363
Policy instance 1
Insurance contract or identification numberYK51363
Number of Individuals Covered1094
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51363
Policy instance 1
Insurance contract or identification numberYK51363
Number of Individuals Covered981
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,654
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,654
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.

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