UTILITY DATA CONTRACTORS, INC. has sponsored the creation of one or more 401k plans.
Additional information about UTILITY DATA CONTRACTORS, INC.
Measure | Date | Value |
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2022 : UDC 401(K) RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $257 |
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 | $633,664 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $511,905 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $501,027 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $2,707 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,790,289 |
Value of total assets at end of year | 2022-12-31 | $12,187,760 |
Value of total assets at beginning of year | 2022-12-31 | $12,065,744 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $8,171 |
Total interest from all sources | 2022-12-31 | $12,889 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
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 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,623,683 |
Participant contributions at end of year | 2022-12-31 | $132,147 |
Participant contributions at beginning of year | 2022-12-31 | $124,883 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $472,993 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $257 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $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 | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $121,759 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,187,503 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,065,744 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $11,092,699 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $11,447,246 |
Interest on participant loans | 2022-12-31 | $5,367 |
Interest earned on other investments | 2022-12-31 | $7,522 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $929,933 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $493,615 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,169,514 |
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 |
Contributions received in cash from employer | 2022-12-31 | $693,613 |
Employer contributions (assets) at end of year | 2022-12-31 | $32,981 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $501,027 |
Contract administrator fees | 2022-12-31 | $8,171 |
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 | SVA CERTIFIED ACCOUNTANTS SC |
Accountancy firm EIN | 2022-12-31 | 391203191 |
2021 : UDC 401(K) RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $3,560,922 |
Total of all expenses incurred | 2021-12-31 | $1,547,171 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,535,800 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $759 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,036,486 |
Value of total assets at end of year | 2021-12-31 | $12,065,744 |
Value of total assets at beginning of year | 2021-12-31 | $10,051,993 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $10,612 |
Total interest from all sources | 2021-12-31 | $10,981 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
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 | $1,433,607 |
Participant contributions at end of year | 2021-12-31 | $124,883 |
Participant contributions at beginning of year | 2021-12-31 | $113,476 |
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 | $2,013,751 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,065,744 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,051,993 |
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 |
Investment advisory and management fees | 2021-12-31 | $8,337 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $11,447,246 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,336,164 |
Interest on participant loans | 2021-12-31 | $5,974 |
Interest earned on other investments | 2021-12-31 | $5,007 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $493,615 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $602,353 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,513,455 |
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 |
Contributions received in cash from employer | 2021-12-31 | $602,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,535,800 |
Contract administrator fees | 2021-12-31 | $2,275 |
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 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SVA CERTIFIED PUBLIC ACCOUNTANTS SC |
Accountancy firm EIN | 2021-12-31 | 391203191 |
2020 : UDC 401(K) RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $3,030,251 |
Total of all expenses incurred | 2020-12-31 | $692,430 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $637,584 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $48,143 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,738,112 |
Value of total assets at end of year | 2020-12-31 | $10,051,993 |
Value of total assets at beginning of year | 2020-12-31 | $7,714,172 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $6,703 |
Total interest from all sources | 2020-12-31 | $9,883 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
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 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,214,139 |
Participant contributions at end of year | 2020-12-31 | $113,476 |
Participant contributions at beginning of year | 2020-12-31 | $90,046 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $4,928 |
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 | $2,337,821 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,051,993 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,714,172 |
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 |
Investment advisory and management fees | 2020-12-31 | $4,153 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $9,336,164 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,153,486 |
Interest on participant loans | 2020-12-31 | $3,719 |
Interest earned on other investments | 2020-12-31 | $6,164 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $602,353 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $470,640 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,282,256 |
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 |
Contributions received in cash from employer | 2020-12-31 | $519,045 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $637,584 |
Contract administrator fees | 2020-12-31 | $2,550 |
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 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SVA CERTIFIED PUBLIC ACCOUNTANTS SC |
Accountancy firm EIN | 2020-12-31 | 391203191 |
2019 : UDC 401(K) RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $2,766,530 |
Total of all expenses incurred | 2019-12-31 | $208,930 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $202,990 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,584,619 |
Value of total assets at end of year | 2019-12-31 | $7,714,172 |
Value of total assets at beginning of year | 2019-12-31 | $5,156,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,940 |
Total interest from all sources | 2019-12-31 | $8,812 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,085,257 |
Participant contributions at end of year | 2019-12-31 | $90,046 |
Participant contributions at beginning of year | 2019-12-31 | $108,146 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $15,706 |
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 | $2,557,600 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,714,172 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,156,572 |
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 |
Investment advisory and management fees | 2019-12-31 | $4,565 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,153,486 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,634,058 |
Interest on participant loans | 2019-12-31 | $4,710 |
Interest earned on other investments | 2019-12-31 | $4,102 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $470,640 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $414,368 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,173,099 |
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 |
Contributions received in cash from employer | 2019-12-31 | $483,656 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $202,990 |
Contract administrator fees | 2019-12-31 | $1,375 |
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 | SVA CERTIFIED PUBLIC ACCOUNTANTS SC |
Accountancy firm EIN | 2019-12-31 | 391203191 |
2018 : UDC 401(K) RETIREMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $1,246,386 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $371,957 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $364,714 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $691 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,589,083 |
Value of total assets at end of year | 2018-12-31 | $5,156,572 |
Value of total assets at beginning of year | 2018-12-31 | $4,282,143 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,552 |
Total interest from all sources | 2018-12-31 | $7,959 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $924,452 |
Participant contributions at end of year | 2018-12-31 | $108,146 |
Participant contributions at beginning of year | 2018-12-31 | $102,423 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $239,911 |
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 | $874,429 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,156,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,282,143 |
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 |
Investment advisory and management fees | 2018-12-31 | $4,002 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,634,058 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,915,990 |
Interest on participant loans | 2018-12-31 | $4,591 |
Interest earned on other investments | 2018-12-31 | $3,368 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $414,368 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $263,730 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-350,656 |
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 |
Contributions received in cash from employer | 2018-12-31 | $424,720 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $364,714 |
Contract administrator fees | 2018-12-31 | $2,550 |
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 | SVA CERTIFIED PUBLIC ACCOUNTANTS SC |
Accountancy firm EIN | 2018-12-31 | 391203191 |
2017 : UDC 401(K) RETIREMENT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $1,757,855 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $201,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $198,075 |
Value of total corrective distributions | 2017-12-31 | $606 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,248,919 |
Value of total assets at end of year | 2017-12-31 | $4,282,143 |
Value of total assets at beginning of year | 2017-12-31 | $2,726,201 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,232 |
Total interest from all sources | 2017-12-31 | $6,619 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $833,810 |
Participant contributions at end of year | 2017-12-31 | $102,423 |
Participant contributions at beginning of year | 2017-12-31 | $106,450 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $37,538 |
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 | $1,555,942 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,282,143 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,726,201 |
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 |
Investment advisory and management fees | 2017-12-31 | $2,357 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,915,990 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,512,128 |
Interest on participant loans | 2017-12-31 | $4,729 |
Interest earned on other investments | 2017-12-31 | $1,890 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $263,730 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $107,623 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $502,317 |
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 |
Contributions received in cash from employer | 2017-12-31 | $377,571 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $198,075 |
Contract administrator fees | 2017-12-31 | $875 |
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 | SVA CERTIFIED PUBLIC ACCOUNTANTS SC |
Accountancy firm EIN | 2017-12-31 | 391203191 |
2016 : UDC 401(K) RETIREMENT PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $928,564 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $29,776 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $26,961 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $1,360 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $749,126 |
Value of total assets at end of year | 2016-12-31 | $2,726,201 |
Value of total assets at beginning of year | 2016-12-31 | $1,827,413 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,455 |
Total interest from all sources | 2016-12-31 | $6,065 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $508,641 |
Participant contributions at end of year | 2016-12-31 | $106,450 |
Participant contributions at beginning of year | 2016-12-31 | $132,997 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $41,991 |
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 | $898,788 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,726,201 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,827,413 |
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 |
Investment advisory and management fees | 2016-12-31 | $1,130 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,512,128 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,632,208 |
Interest on participant loans | 2016-12-31 | $5,258 |
Interest earned on other investments | 2016-12-31 | $807 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $107,623 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $62,208 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $173,373 |
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 |
Contributions received in cash from employer | 2016-12-31 | $198,494 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $26,961 |
Contract administrator fees | 2016-12-31 | $325 |
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 | SVA CERTIFIED PUBLIC ACCOUNTANTS SC |
Accountancy firm EIN | 2016-12-31 | 391203191 |
2015 : UDC 401(K) RETIREMENT PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $596,550 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $218,639 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $183,341 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $33,406 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $619,684 |
Value of total assets at end of year | 2015-12-31 | $1,827,413 |
Value of total assets at beginning of year | 2015-12-31 | $1,449,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,892 |
Total interest from all sources | 2015-12-31 | $3,624 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $250,000 |
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 | $440,415 |
Participant contributions at end of year | 2015-12-31 | $132,997 |
Participant contributions at beginning of year | 2015-12-31 | $54,288 |
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 | $377,911 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,827,413 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,449,502 |
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 |
Investment advisory and management fees | 2015-12-31 | $429 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,632,208 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,353,749 |
Interest on participant loans | 2015-12-31 | $3,040 |
Interest earned on other investments | 2015-12-31 | $584 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $62,208 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $41,465 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-26,758 |
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 |
Contributions received in cash from employer | 2015-12-31 | $179,269 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $183,341 |
Contract administrator fees | 2015-12-31 | $1,463 |
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 | SVA CERTIFIED PUBLIC ACCOUNTANTS SC |
Accountancy firm EIN | 2015-12-31 | 391203191 |