401k Plan data: UNITED MORTGAGE CORP. 401K PLAN plan

UNITED MORTGAGE CORP. 401K PLAN 401k Plan overview

Plan Name	UNITED MORTGAGE CORP. 401K PLAN
Plan identification number	001

UNITED MORTGAGE CORP. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

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

Company Name: UNITED MORTGAGE CORPORATION

Employer identification number (EIN): 113073502

NAIC Classification: 522292
NAIC Description: Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED MORTGAGE CORP. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WILLIAM LEE
001 2016-01-01 WILLIAM LEE
001 2015-01-01 JERRY BRANDLY UNITED MORTGAGE CORP. 2016-08-03
001 2015-01-01 WILLIAM LEE UNITED MORTGAGE CORP. 2018-04-13
001 2014-01-01 GERARD BRANDLY
001 2014-01-01 GERARD BRANDLY
001 2013-01-01 GERARD A. BRANDLY

Plan Statistics for UNITED MORTGAGE CORP. 401K PLAN

401k plan membership statisitcs for UNITED MORTGAGE CORP. 401K PLAN

Measure Date Value
2023: UNITED MORTGAGE CORP. 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 290
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 117
Total of all active and inactive participants 2023-01-01 407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 407
Number of participants with account balances 2023-01-01 323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: UNITED MORTGAGE CORP. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 337
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 276
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 96
Total of all active and inactive participants 2022-01-01 372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 372
Number of participants with account balances 2022-01-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UNITED MORTGAGE CORP. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 356
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 41
Total of all active and inactive participants 2021-01-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 397
Number of participants with account balances 2021-01-01 359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UNITED MORTGAGE CORP. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 294
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 86
Total of all active and inactive participants 2020-01-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 380
Number of participants with account balances 2020-01-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNITED MORTGAGE CORP. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 276
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 33
Total of all active and inactive participants 2019-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 309
Number of participants with account balances 2019-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UNITED MORTGAGE CORP. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 326
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 305
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 328
Number of participants with account balances 2018-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UNITED MORTGAGE CORP. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 274
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 293
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 19
Total of all active and inactive participants 2017-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 312
Number of participants with account balances 2017-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UNITED MORTGAGE CORP. 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 257
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 267
Number of participants with account balances 2016-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNITED MORTGAGE CORP. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 174
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 183
Number of participants with account balances 2015-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNITED MORTGAGE CORP. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 176
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 180
Number of participants with account balances 2014-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNITED MORTGAGE CORP. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 100
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 103
Number of participants with account balances 2013-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2023: UNITED MORTGAGE CORP. 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	290
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	117
Total of all active and inactive participants	2023-01-01	407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	407
Number of participants with account balances	2023-01-01	323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: UNITED MORTGAGE CORP. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	337
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	276
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	96
Total of all active and inactive participants	2022-01-01	372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	372
Number of participants with account balances	2022-01-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UNITED MORTGAGE CORP. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	356
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	41
Total of all active and inactive participants	2021-01-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	397
Number of participants with account balances	2021-01-01	359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UNITED MORTGAGE CORP. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	294
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	86
Total of all active and inactive participants	2020-01-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	380
Number of participants with account balances	2020-01-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNITED MORTGAGE CORP. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	276
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	33
Total of all active and inactive participants	2019-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	309
Number of participants with account balances	2019-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UNITED MORTGAGE CORP. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	326
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	305
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	328
Number of participants with account balances	2018-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNITED MORTGAGE CORP. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	274
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	293
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	19
Total of all active and inactive participants	2017-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	312
Number of participants with account balances	2017-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNITED MORTGAGE CORP. 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	257
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	267
Number of participants with account balances	2016-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNITED MORTGAGE CORP. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	174
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	183
Number of participants with account balances	2015-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNITED MORTGAGE CORP. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	176
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	180
Number of participants with account balances	2014-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNITED MORTGAGE CORP. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	100
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	103
Number of participants with account balances	2013-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on UNITED MORTGAGE CORP. 401K PLAN

Measure	Date	Value
2023 : UNITED MORTGAGE CORP. 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,399,324
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,000,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,792,937
Expenses. Certain deemed distributions of participant loans	2023-12-31	$64,494
Value of total corrective distributions	2023-12-31	$57,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$899,715
Value of total assets at end of year	2023-12-31	$9,063,790
Value of total assets at beginning of year	2023-12-31	$8,664,733
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$85,212
Total interest from all sources	2023-12-31	$25,790
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$266,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$266,205
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$888,598
Participant contributions at end of year	2023-12-31	$458,453
Participant contributions at beginning of year	2023-12-31	$388,517
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$11,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$399,057
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$9,063,790
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$8,664,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$44,330
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$8,566,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$8,243,092
Interest on participant loans	2023-12-31	$25,790
Value of interest in common/collective trusts at end of year	2023-12-31	$39,229
Value of interest in common/collective trusts at beginning of year	2023-12-31	$33,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,206,413
Net investment gain or loss from common/collective trusts	2023-12-31	$1,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,792,937
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	RICHEY MAY & CO. LLP
Accountancy firm EIN	2023-12-31	710911208
2022 : UNITED MORTGAGE CORP. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$383,313
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,676,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,576,879
Expenses. Certain deemed distributions of participant loans	2022-12-31	$20,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,805,545
Value of total assets at end of year	2022-12-31	$8,664,733
Value of total assets at beginning of year	2022-12-31	$9,957,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$78,839
Total interest from all sources	2022-12-31	$11,150
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$455,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$455,571
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,805,545
Participant contributions at end of year	2022-12-31	$388,517
Participant contributions at beginning of year	2022-12-31	$229,850
Administrative expenses (other) incurred	2022-12-31	$78,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,292,789
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,664,733
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,957,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,243,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,727,672
Interest on participant loans	2022-12-31	$11,150
Value of interest in common/collective trusts at end of year	2022-12-31	$33,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,889,453
Net investment gain or loss from common/collective trusts	2022-12-31	$500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,576,879
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RICHEY MAY & CO. LLP
Accountancy firm EIN	2022-12-31	710911208
2021 : UNITED MORTGAGE CORP. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,885,392
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$959,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$887,239
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,655,693
Value of total assets at end of year	2021-12-31	$9,957,522
Value of total assets at beginning of year	2021-12-31	$7,031,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$72,147
Total interest from all sources	2021-12-31	$9,070
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$544,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$544,128
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,413,951
Participant contributions at end of year	2021-12-31	$229,850
Participant contributions at beginning of year	2021-12-31	$189,975
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$241,742
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,926,006
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,957,522
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,031,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$40,950
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,714,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,822,598
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$9,070
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$13,271
Value of interest in common/collective trusts at beginning of year	2021-12-31	$18,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$676,501
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$0
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$887,239
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$31,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	RICHEY MAY & CO. LLP
Accountancy firm EIN	2021-12-31	710911208
2020 : UNITED MORTGAGE CORP. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,060,486
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$695,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$650,375
Expenses. Certain deemed distributions of participant loans	2020-12-31	$19,029
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,009,503
Value of total assets at end of year	2020-12-31	$7,031,516
Value of total assets at beginning of year	2020-12-31	$4,666,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$26,434
Total interest from all sources	2020-12-31	$9,690
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$237,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$237,476
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,880,742
Participant contributions at end of year	2020-12-31	$189,975
Participant contributions at beginning of year	2020-12-31	$194,885
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$117,593
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,364,648
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,031,516
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,666,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$13,492
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,822,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,039,632
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$9,690
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$18,943
Value of interest in common/collective trusts at beginning of year	2020-12-31	$432,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$837,786
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$-33,969
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$11,168
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$650,375
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$12,942
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	RICHEY MAY & CO, LLP
Accountancy firm EIN	2020-12-31	710911208
2019 : UNITED MORTGAGE CORP. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,841,823
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$515,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$506,349
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,837
Value of total corrective distributions	2019-12-31	$3,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,024,829
Value of total assets at end of year	2019-12-31	$4,666,868
Value of total assets at beginning of year	2019-12-31	$3,340,912
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,180
Total interest from all sources	2019-12-31	$12,571
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$196,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$196,434
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$335,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$903,668
Participant contributions at end of year	2019-12-31	$194,885
Participant contributions at beginning of year	2019-12-31	$200,016
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$121,161
Administrative expenses (other) incurred	2019-12-31	$3,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,325,956
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,666,868
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,340,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,039,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,782,715
Interest on participant loans	2019-12-31	$12,571
Value of interest in common/collective trusts at end of year	2019-12-31	$432,351
Value of interest in common/collective trusts at beginning of year	2019-12-31	$358,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$532,201
Net investment gain or loss from common/collective trusts	2019-12-31	$75,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$506,349
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RICHEY MAY
Accountancy firm EIN	2019-12-31	710911208
2018 : UNITED MORTGAGE CORP. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$745,626
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$952,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$927,566
Expenses. Certain deemed distributions of participant loans	2018-12-31	$13,830
Value of total corrective distributions	2018-12-31	$7,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$964,812
Value of total assets at end of year	2018-12-31	$3,340,912
Value of total assets at beginning of year	2018-12-31	$3,548,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,415
Total interest from all sources	2018-12-31	$10,703
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$214,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$214,017
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$355,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$897,800
Participant contributions at end of year	2018-12-31	$200,016
Participant contributions at beginning of year	2018-12-31	$245,276
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$67,012
Administrative expenses (other) incurred	2018-12-31	$4,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-207,207
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,340,912
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,548,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,782,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,947,754
Interest on participant loans	2018-12-31	$10,703
Value of interest in common/collective trusts at end of year	2018-12-31	$358,181
Value of interest in common/collective trusts at beginning of year	2018-12-31	$355,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-418,989
Net investment gain or loss from common/collective trusts	2018-12-31	$-24,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$927,566
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RICHEY MAY
Accountancy firm EIN	2018-12-31	710911208
2017 : UNITED MORTGAGE CORP. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,440,816
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$254,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$197,697
Expenses. Certain deemed distributions of participant loans	2017-12-31	$115
Value of total corrective distributions	2017-12-31	$53,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$973,974
Value of total assets at end of year	2017-12-31	$3,548,119
Value of total assets at beginning of year	2017-12-31	$2,361,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,525
Total interest from all sources	2017-12-31	$13,324
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$152,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$152,676
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$237,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$863,321
Participant contributions at end of year	2017-12-31	$245,276
Participant contributions at beginning of year	2017-12-31	$155,592
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$110,653
Administrative expenses (other) incurred	2017-12-31	$3,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,186,333
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,548,119
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,361,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,947,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,955,227
Interest on participant loans	2017-12-31	$13,324
Value of interest in common/collective trusts at end of year	2017-12-31	$355,089
Value of interest in common/collective trusts at beginning of year	2017-12-31	$250,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$272,756
Net investment gain or loss from common/collective trusts	2017-12-31	$28,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$197,697
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RICHEY MAY
Accountancy firm EIN	2017-12-31	710911208
2016 : UNITED MORTGAGE CORP. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,119,605
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$128,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$111,617
Expenses. Certain deemed distributions of participant loans	2016-12-31	$21
Value of total corrective distributions	2016-12-31	$14,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$964,049
Value of total assets at end of year	2016-12-31	$2,361,786
Value of total assets at beginning of year	2016-12-31	$1,370,464
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,200
Total interest from all sources	2016-12-31	$4,129
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$70,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$70,037
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$138,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$683,766
Participant contributions at end of year	2016-12-31	$155,592
Participant contributions at beginning of year	2016-12-31	$59,397
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$280,283
Administrative expenses (other) incurred	2016-12-31	$2,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$991,322
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,361,786
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,370,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,955,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,176,746
Interest on participant loans	2016-12-31	$4,129
Value of interest in common/collective trusts at end of year	2016-12-31	$250,967
Value of interest in common/collective trusts at beginning of year	2016-12-31	$134,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$70,759
Net investment gain or loss from common/collective trusts	2016-12-31	$10,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$111,617
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RICHEY MAY
Accountancy firm EIN	2016-12-31	710911208
2015 : UNITED MORTGAGE CORP. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$695,201
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$60,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$35,513
Expenses. Certain deemed distributions of participant loans	2015-12-31	$409
Value of total corrective distributions	2015-12-31	$24,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$713,483
Value of total assets at end of year	2015-12-31	$1,370,464
Value of total assets at beginning of year	2015-12-31	$736,085
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$700
Total interest from all sources	2015-12-31	$1,678
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$69,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$69,193
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$74,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$540,172
Participant contributions at end of year	2015-12-31	$59,397
Participant contributions at beginning of year	2015-12-31	$33,112
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$173,311
Administrative expenses (other) incurred	2015-12-31	$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$634,379
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,370,464
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$736,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,176,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$670,562
Interest on participant loans	2015-12-31	$1,678
Value of interest in common/collective trusts at end of year	2015-12-31	$134,321
Value of interest in common/collective trusts at beginning of year	2015-12-31	$32,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-88,869
Net investment gain or loss from common/collective trusts	2015-12-31	$-284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$35,513
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RICHEY MAY
Accountancy firm EIN	2015-12-31	710911208
2014 : UNITED MORTGAGE CORP. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
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	$0
Total income from all sources (including contributions)	2014-12-31	$395,073
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$81,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$19,162
Value of total corrective distributions	2014-12-31	$61,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$352,487
Value of total assets at end of year	2014-12-31	$736,085
Value of total assets at beginning of year	2014-12-31	$422,782
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$903
Total interest from all sources	2014-12-31	$683
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$38,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$38,616
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$43,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$352,487
Participant contributions at end of year	2014-12-31	$33,112
Participant contributions at beginning of year	2014-12-31	$4,194
Other income not declared elsewhere	2014-12-31	$23
Administrative expenses (other) incurred	2014-12-31	$903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$313,303
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$736,085
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$422,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$670,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$405,186
Interest on participant loans	2014-12-31	$683
Value of interest in common/collective trusts at end of year	2014-12-31	$32,412
Value of interest in common/collective trusts at beginning of year	2014-12-31	$13,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,342
Net investment gain or loss from common/collective trusts	2014-12-31	$922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$19,162
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	NUSSBAUM YATES BERG KLEIN & WOLP
Accountancy firm EIN	2014-12-31	260221653
2013 : UNITED MORTGAGE CORP. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$463,546
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$40,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$40,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$407,782
Value of total assets at end of year	2013-12-31	$422,782
Value of total assets at beginning of year	2013-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$325
Total interest from all sources	2013-12-31	$88
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$12,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$12,537
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$400,931
Participant contributions at end of year	2013-12-31	$4,194
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$6,851
Administrative expenses (other) incurred	2013-12-31	$325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$422,782
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$422,782
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$405,186
Interest on participant loans	2013-12-31	$88
Value of interest in common/collective trusts at end of year	2013-12-31	$13,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$41,928
Net investment gain or loss from common/collective trusts	2013-12-31	$1,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$40,439
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	NUSSBAUM YATES BERG KLEIN & WOLPOW
Accountancy firm EIN	2013-12-31	260221653

Form 5500 Responses for UNITED MORTGAGE CORP. 401K PLAN

2023: UNITED MORTGAGE CORP. 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: UNITED MORTGAGE CORP. 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNITED MORTGAGE CORP. 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNITED MORTGAGE CORP. 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED MORTGAGE CORP. 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNITED MORTGAGE CORP. 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED MORTGAGE CORP. 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED MORTGAGE CORP. 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED MORTGAGE CORP. 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED MORTGAGE CORP. 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNITED MORTGAGE CORP. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNITED MORTGAGE CORPORATION
Employer identification number (EIN):	113073502
NAIC Classification:	522292
NAIC Description:	Real Estate Credit