401k Plan data: ULLMAN DEVICES CORPORATION PENSION TRUST PLAN plan

ULLMAN DEVICES CORPORATION PENSION TRUST PLAN 401k Plan overview

Plan Name	ULLMAN DEVICES CORPORATION PENSION TRUST PLAN
Plan identification number	001

ULLMAN DEVICES CORPORATION PENSION TRUST PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Life insurance

401k Sponsoring company profile

ULLMAN DEVICES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: ULLMAN DEVICES CORPORATION

Employer identification number (EIN): 060724632

NAIC Classification: 332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ULLMAN DEVICES CORPORATION PENSION TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01
001 2012-07-01 BERNARD JAFFE 2014-03-20 BERNARD JAFFE 2014-03-20
001 2011-07-01 BERNARD JAFFE 2013-03-28 BERNARD JAFFE 2013-03-28
001 2010-07-01 BERNARD JAFFE BERNARD JAFFE 2012-04-05
001 2009-07-01 BERNARD JAFFE BERNARD JAFFE 2011-03-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01
001	2012-07-01	BERNARD JAFFE	2014-03-20	BERNARD JAFFE	2014-03-20
001	2011-07-01	BERNARD JAFFE	2013-03-28	BERNARD JAFFE	2013-03-28
001	2010-07-01	BERNARD JAFFE		BERNARD JAFFE	2012-04-05
001	2009-07-01	BERNARD JAFFE		BERNARD JAFFE	2011-03-31

Plan Statistics for ULLMAN DEVICES CORPORATION PENSION TRUST PLAN

401k plan membership statisitcs for ULLMAN DEVICES CORPORATION PENSION TRUST PLAN

Measure Date Value
2017: ULLMAN DEVICES CORPORATION PENSION TRUST PLAN 2017 401k membership
Market value of plan assets 2017-06-30 2,274,812
Acturial value of plan assets 2017-06-30 2,274,812
Funding target for retired participants and beneficiaries receiving payment 2017-06-30 19,164
Number of terminated vested participants 2017-06-30 25
Fundng target for terminated vested participants 2017-06-30 116,097
Active participant vested funding target 2017-06-30 1,323,318
Number of active participants 2017-06-30 42
Total funding liabilities for active participants 2017-06-30 1,323,318
Total participant count 2017-06-30 68
Total funding target for all participants 2017-06-30 1,458,579
Balance at beginning of prior year after applicable adjustments 2017-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-06-30 436,479
Carryover balanced portion elected for use to offset prior years funding requirement 2017-06-30 0
Prefunding balanced used to offset prior years funding requirement 2017-06-30 0
Amount remaining of carryover balance 2017-06-30 0
Amount remaining of prefunding balance 2017-06-30 436,479
Present value of excess contributions 2017-06-30 276,990
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-30 292,751
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-06-30 0
Reductions in caryover balances due to elections or deemed elections 2017-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-06-30 0
Balance of carryovers at beginning of current year 2017-06-30 0
Balance of prefunding at beginning of current year 2017-06-30 449,268
Total employer contributions 2017-06-30 0
Total employee contributions 2017-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-06-30 0
Liquidity shortfalls end of Q1 2017-06-30 0
Liquidity shortfalls end of Q2 2017-06-30 0
Liquidity shortfalls end of Q3 2017-06-30 0
Liquidity shortfalls end of Q4 2017-06-30 0
Unpaid minimum required contributions for all prior years 2017-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-06-30 0
Remaining amount of unpaid minimum required contributions 2017-06-30 0
Minimum required contributions for current year target normal cost 2017-06-30 45,117
Net shortfall amortization installment of oustanding balance 2017-06-30 0
Waiver amortization installment 2017-06-30 0
Waived amount of outstanding balance 2017-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-06-30 0
Carryover balance elected to use to offset funding requirement 2017-06-30 0
Prefunding balance elected to use to offset funding requirement 2017-06-30 0
Additional cash requirement 2017-06-30 0
Contributions allocatedtoward minimum required contributions for current year 2017-06-30 0
Unpaid minimum required contributions for current year 2017-06-30 0
Unpaid minimum required contributions for all years 2017-06-30 0
2010: ULLMAN DEVICES CORPORATION PENSION TRUST PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 69
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 45
Number of retired or separated participants receiving benefits 2010-07-01 1
Number of other retired or separated participants entitled to future benefits 2010-07-01 22
Total of all active and inactive participants 2010-07-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: ULLMAN DEVICES CORPORATION PENSION TRUST PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 68
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 47
Number of retired or separated participants receiving benefits 2009-07-01 1
Number of other retired or separated participants entitled to future benefits 2009-07-01 19
Total of all active and inactive participants 2009-07-01 67
Total participants 2009-07-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 3

Measure	Date	Value
2017: ULLMAN DEVICES CORPORATION PENSION TRUST PLAN 2017 401k membership
Market value of plan assets	2017-06-30	2,274,812
Acturial value of plan assets	2017-06-30	2,274,812
Funding target for retired participants and beneficiaries receiving payment	2017-06-30	19,164
Number of terminated vested participants	2017-06-30	25
Fundng target for terminated vested participants	2017-06-30	116,097
Active participant vested funding target	2017-06-30	1,323,318
Number of active participants	2017-06-30	42
Total funding liabilities for active participants	2017-06-30	1,323,318
Total participant count	2017-06-30	68
Total funding target for all participants	2017-06-30	1,458,579
Balance at beginning of prior year after applicable adjustments	2017-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-06-30	436,479
Carryover balanced portion elected for use to offset prior years funding requirement	2017-06-30	0
Prefunding balanced used to offset prior years funding requirement	2017-06-30	0
Amount remaining of carryover balance	2017-06-30	0
Amount remaining of prefunding balance	2017-06-30	436,479
Present value of excess contributions	2017-06-30	276,990
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-30	292,751
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-06-30	0
Reductions in caryover balances due to elections or deemed elections	2017-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-06-30	0
Balance of carryovers at beginning of current year	2017-06-30	0
Balance of prefunding at beginning of current year	2017-06-30	449,268
Total employer contributions	2017-06-30	0
Total employee contributions	2017-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-06-30	0
Liquidity shortfalls end of Q1	2017-06-30	0
Liquidity shortfalls end of Q2	2017-06-30	0
Liquidity shortfalls end of Q3	2017-06-30	0
Liquidity shortfalls end of Q4	2017-06-30	0
Unpaid minimum required contributions for all prior years	2017-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-06-30	0
Remaining amount of unpaid minimum required contributions	2017-06-30	0
Minimum required contributions for current year target normal cost	2017-06-30	45,117
Net shortfall amortization installment of oustanding balance	2017-06-30	0
Waiver amortization installment	2017-06-30	0
Waived amount of outstanding balance	2017-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-06-30	0
Carryover balance elected to use to offset funding requirement	2017-06-30	0
Prefunding balance elected to use to offset funding requirement	2017-06-30	0
Additional cash requirement	2017-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-06-30	0
Unpaid minimum required contributions for current year	2017-06-30	0
Unpaid minimum required contributions for all years	2017-06-30	0
2010: ULLMAN DEVICES CORPORATION PENSION TRUST PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	69
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	45
Number of retired or separated participants receiving benefits	2010-07-01	1
Number of other retired or separated participants entitled to future benefits	2010-07-01	22
Total of all active and inactive participants	2010-07-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: ULLMAN DEVICES CORPORATION PENSION TRUST PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	68
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	47
Number of retired or separated participants receiving benefits	2009-07-01	1
Number of other retired or separated participants entitled to future benefits	2009-07-01	19
Total of all active and inactive participants	2009-07-01	67
Total participants	2009-07-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	3

Financial Data on ULLMAN DEVICES CORPORATION PENSION TRUST PLAN

Measure	Date	Value
2011 : ULLMAN DEVICES CORPORATION PENSION TRUST PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$332,144
Expenses. Total of all expenses incurred	2011-06-30	$201,307
Benefits paid (including direct rollovers)	2011-06-30	$191,313
Total plan assets at end of year	2011-06-30	$1,484,479
Total plan assets at beginning of year	2011-06-30	$1,353,642
Value of fidelity bond covering the plan	2011-06-30	$250,000
Total contributions received or receivable from participants	2011-06-30	$0
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$182,144
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$130,837
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,484,479
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,353,642
Total contributions received or receivable from employer(s)	2011-06-30	$150,000
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$9,994
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : ULLMAN DEVICES CORPORATION PENSION TRUST PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for ULLMAN DEVICES CORPORATION PENSION TRUST PLAN

2010: ULLMAN DEVICES CORPORATION PENSION TRUST PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: ULLMAN DEVICES CORPORATION PENSION TRUST PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )

Policy contract number

004645

Policy instance

Insurance contract or identification number	004645
Number of Individuals Covered	38
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,788
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

Potentially related plans

ULLMAN DEVICES 401(K) PLAN [EIN = 611775962]

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Company Name:	ULLMAN DEVICES CORPORATION
Employer identification number (EIN):	060724632
NAIC Classification:	332110