Logo

UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameUNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST
Plan identification number 001

UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNITY BANK has sponsored the creation of one or more 401k plans.

Company Name:UNITY BANK
Employer identification number (EIN):223110915
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01BRIDGET WALSH BRIDGET WALSH2019-07-15
0012017-01-01BRIDGET WALSH BRIDGET WALSH2018-06-25
0012016-01-01BRIDGET WALSH BRIDGET WALSH2017-07-17
0012015-01-01ALAN BEDNER ALAN BEDNER2016-07-05
0012014-01-01ALAN BEDNER ALAN BEDNER2015-07-13
0012013-01-01ALAN BEDNER
0012012-01-01ALAN BEDNER
0012011-01-01ALAN BEDNER
0012010-01-01ALAN BEDNER ALAN BEDNER2011-07-21
0012009-01-01ALAN BEDNER ALAN BEDNER2010-07-28

Plan Statistics for UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01286
Total number of active participants reported on line 7a of the Form 55002022-01-01209
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0192
Total of all active and inactive participants2022-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01301
Number of participants with account balances2022-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01260
Total number of active participants reported on line 7a of the Form 55002021-01-01199
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0187
Total of all active and inactive participants2021-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01286
Number of participants with account balances2021-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01247
Total number of active participants reported on line 7a of the Form 55002020-01-01191
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01260
Number of participants with account balances2020-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01246
Total number of active participants reported on line 7a of the Form 55002019-01-01190
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01244
Number of participants with account balances2019-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01253
Total number of active participants reported on line 7a of the Form 55002018-01-01191
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01243
Number of participants with account balances2018-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01241
Total number of active participants reported on line 7a of the Form 55002017-01-01186
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01251
Number of participants with account balances2017-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01240
Total number of active participants reported on line 7a of the Form 55002016-01-01174
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01231
Number of participants with account balances2016-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01249
Total number of active participants reported on line 7a of the Form 55002015-01-01177
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01240
Number of participants with account balances2015-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01215
Total number of active participants reported on line 7a of the Form 55002014-01-01179
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0161
Total of all active and inactive participants2014-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01241
Number of participants with account balances2014-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01222
Total number of active participants reported on line 7a of the Form 55002013-01-01143
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01215
Number of participants with account balances2013-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01214
Total number of active participants reported on line 7a of the Form 55002012-01-01158
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0164
Total of all active and inactive participants2012-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01222
Number of participants with account balances2012-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01204
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01214
Number of participants with account balances2011-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01215
Total number of active participants reported on line 7a of the Form 55002010-01-01140
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0164
Total of all active and inactive participants2010-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01204
Number of participants with account balances2010-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01211
Total number of active participants reported on line 7a of the Form 55002009-01-01160
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01207
Number of participants with account balances2009-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$20,135
Total unrealized appreciation/depreciation of assets2022-12-31$20,135
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$0
Total income from all sources (including contributions)2022-12-31$-137,880
Total loss/gain on sale of assets2022-12-31$25,538
Total of all expenses incurred2022-12-31$1,976,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,939,343
Value of total corrective distributions2022-12-31$412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,384,572
Value of total assets at end of year2022-12-31$17,197,701
Value of total assets at beginning of year2022-12-31$19,312,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,054
Total interest from all sources2022-12-31$81,700
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$188,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$188,040
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,308,857
Participant contributions at end of year2022-12-31$214,972
Participant contributions at beginning of year2022-12-31$240,862
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$295,778
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,114,689
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,197,701
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,312,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,879,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,152,634
Value of interest in pooled separate accounts at end of year2022-12-31$5,328,208
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$8,819
Interest earned on other investments2022-12-31$72,881
Value of interest in common/collective trusts at end of year2022-12-31$2,840,911
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,879,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,803,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,843,766
Net investment gain/loss from pooled separate accounts2022-12-31$-19,947
Net investment gain or loss from common/collective trusts2022-12-31$25,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$1,037,518
Assets. Invements in employer securities at beginning of year2022-12-31$1,089,618
Contributions received in cash from employer2022-12-31$779,937
Employer contributions (assets) at end of year2022-12-31$17,291
Employer contributions (assets) at beginning of year2022-12-31$25,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,939,343
Contract administrator fees2022-12-31$37,054
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$122,931
Aggregate carrying amount (costs) on sale of assets2022-12-31$97,393
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$372,221
Total unrealized appreciation/depreciation of assets2021-12-31$372,221
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$4,489,704
Total loss/gain on sale of assets2021-12-31$509
Total of all expenses incurred2021-12-31$994,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$976,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,443,001
Value of total assets at end of year2021-12-31$19,312,390
Value of total assets at beginning of year2021-12-31$15,817,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,882
Total interest from all sources2021-12-31$73,208
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$203,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$203,885
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,260,200
Participant contributions at end of year2021-12-31$240,862
Participant contributions at beginning of year2021-12-31$140,639
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$1,022
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$429,282
Other income not declared elsewhere2021-12-31$4,904
Administrative expenses (other) incurred2021-12-31$17,882
Total non interest bearing cash at end of year2021-12-31$236
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,495,085
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,312,390
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,817,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,152,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,936,743
Interest on participant loans2021-12-31$8,968
Interest earned on other investments2021-12-31$64,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,803,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,907,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,391,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$1,089,618
Assets. Invements in employer securities at beginning of year2021-12-31$772,624
Contributions received in cash from employer2021-12-31$753,519
Employer contributions (assets) at end of year2021-12-31$25,775
Employer contributions (assets) at beginning of year2021-12-31$58,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$976,737
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$83,183
Aggregate carrying amount (costs) on sale of assets2021-12-31$82,674
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-210,622
Total unrealized appreciation/depreciation of assets2020-12-31$-210,622
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$3,839,057
Total loss/gain on sale of assets2020-12-31$-9,190
Total of all expenses incurred2020-12-31$856,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$854,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,011,217
Value of total assets at end of year2020-12-31$15,817,305
Value of total assets at beginning of year2020-12-31$12,835,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,911
Total interest from all sources2020-12-31$59,781
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$143,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$143,040
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,092,917
Participant contributions at end of year2020-12-31$140,639
Participant contributions at beginning of year2020-12-31$212,895
Participant contributions at end of year2020-12-31$1,022
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$206,033
Other income not declared elsewhere2020-12-31$-1
Administrative expenses (other) incurred2020-12-31$2,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,982,074
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,817,305
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,835,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,936,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,292,438
Interest on participant loans2020-12-31$8,371
Interest earned on other investments2020-12-31$51,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,907,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,287,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,844,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$772,624
Assets. Invements in employer securities at beginning of year2020-12-31$1,021,542
Contributions received in cash from employer2020-12-31$712,267
Employer contributions (assets) at end of year2020-12-31$58,923
Employer contributions (assets) at beginning of year2020-12-31$20,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$854,072
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$55,648
Aggregate carrying amount (costs) on sale of assets2020-12-31$64,838
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$93,221
Total unrealized appreciation/depreciation of assets2019-12-31$93,221
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$3,857,069
Total loss/gain on sale of assets2019-12-31$-11,753
Total of all expenses incurred2019-12-31$1,664,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,658,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,926,412
Value of total assets at end of year2019-12-31$12,835,231
Value of total assets at beginning of year2019-12-31$10,642,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,474
Total interest from all sources2019-12-31$51,665
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$147,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$147,126
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,059,622
Participant contributions at end of year2019-12-31$212,895
Participant contributions at beginning of year2019-12-31$230,894
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$202,234
Other income not declared elsewhere2019-12-31$-557
Administrative expenses (other) incurred2019-12-31$5,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,192,627
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,835,231
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,642,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,292,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,236,436
Interest on participant loans2019-12-31$10,970
Interest earned on other investments2019-12-31$40,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,287,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,076,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,650,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$1,021,542
Assets. Invements in employer securities at beginning of year2019-12-31$1,098,927
Contributions received in cash from employer2019-12-31$664,556
Employer contributions (assets) at end of year2019-12-31$20,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,658,968
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$186,261
Aggregate carrying amount (costs) on sale of assets2019-12-31$198,014
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-63,295
Total unrealized appreciation/depreciation of assets2018-12-31$-63,295
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$1,147,392
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,135,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,134,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,619,692
Value of total assets at end of year2018-12-31$10,642,604
Value of total assets at beginning of year2018-12-31$10,630,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,657
Total interest from all sources2018-12-31$44,789
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$136,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$136,474
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$938,601
Participant contributions at end of year2018-12-31$230,894
Participant contributions at beginning of year2018-12-31$224,200
Participant contributions at beginning of year2018-12-31$25,744
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$104,528
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$710
Other income not declared elsewhere2018-12-31$38,611
Administrative expenses (other) incurred2018-12-31$1,657
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$-1,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$11,684
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,642,604
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,630,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,236,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,258,847
Interest on participant loans2018-12-31$11,355
Interest earned on other investments2018-12-31$31,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$73,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$73,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,076,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,056,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-628,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$1,098,927
Assets. Invements in employer securities at beginning of year2018-12-31$976,025
Contributions received in cash from employer2018-12-31$576,563
Employer contributions (assets) at beginning of year2018-12-31$17,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,134,051
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2018-12-31410746749
2017 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$2,894,756
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$557,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$552,819
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,485,066
Value of total assets at end of year2017-12-31$10,630,920
Value of total assets at beginning of year2017-12-31$8,293,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,194
Total interest from all sources2017-12-31$26,347
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$517,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$517,524
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$817,990
Participant contributions at end of year2017-12-31$224,200
Participant contributions at beginning of year2017-12-31$205,629
Participant contributions at end of year2017-12-31$25,744
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$157,904
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$710
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$176
Other income not declared elsewhere2017-12-31$203,583
Administrative expenses (other) incurred2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$-1,606
Total non interest bearing cash at beginning of year2017-12-31$1,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,337,743
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,630,920
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,293,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,258,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,363,154
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$9,574
Interest earned on other investments2017-12-31$16,773
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$73,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$38,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$38,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,056,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$998,526
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$662,236
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$976,025
Assets. Invements in employer securities at beginning of year2017-12-31$684,834
Contributions received in cash from employer2017-12-31$509,172
Employer contributions (assets) at end of year2017-12-31$17,044
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$552,819
Contract administrator fees2017-12-31$4,194
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLIFTON,LARSON,ALLEN
Accountancy firm EIN2017-12-31410746749
2016 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$185,594
Total unrealized appreciation/depreciation of assets2016-12-31$185,594
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$2,021,778
Total loss/gain on sale of assets2016-12-31$2,882
Total of all expenses incurred2016-12-31$595,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$585,702
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,252,414
Value of total assets at end of year2016-12-31$8,293,178
Value of total assets at beginning of year2016-12-31$6,866,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,351
Total interest from all sources2016-12-31$24,557
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$230,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$224,038
Administrative expenses professional fees incurred2016-12-31$4,432
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$661,376
Participant contributions at end of year2016-12-31$205,629
Participant contributions at beginning of year2016-12-31$158,547
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$203,494
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$176
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,294
Total non interest bearing cash at end of year2016-12-31$1,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,426,725
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,293,178
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,866,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,363,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,323,406
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$8,281
Interest earned on other investments2016-12-31$16,126
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$38,986
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$998,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$958,989
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$325,398
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$684,834
Assets. Invements in employer securities at beginning of year2016-12-31$425,511
Contributions received in cash from employer2016-12-31$387,544
Income. Dividends from common stock2016-12-31$6,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$585,702
Contract administrator fees2016-12-31$3,625
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$12,050
Aggregate carrying amount (costs) on sale of assets2016-12-31$9,168
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$94,582
Total unrealized appreciation/depreciation of assets2015-12-31$94,582
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$1,092,948
Total loss/gain on sale of assets2015-12-31$3,418
Total of all expenses incurred2015-12-31$1,505,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,501,607
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,088,975
Value of total assets at end of year2015-12-31$6,866,452
Value of total assets at beginning of year2015-12-31$7,278,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,645
Total interest from all sources2015-12-31$22,813
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$290,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$286,287
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$628,739
Participant contributions at end of year2015-12-31$158,547
Participant contributions at beginning of year2015-12-31$147,710
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$148,734
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-412,304
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,866,452
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,278,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,323,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,897,342
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$7,181
Interest earned on other investments2015-12-31$15,632
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$958,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$849,671
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-407,772
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$425,510
Assets. Invements in employer securities at beginning of year2015-12-31$384,033
Contributions received in cash from employer2015-12-31$311,502
Income. Dividends from common stock2015-12-31$4,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,501,607
Contract administrator fees2015-12-31$3,645
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$213,925
Aggregate carrying amount (costs) on sale of assets2015-12-31$210,507
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$13,121
Total unrealized appreciation/depreciation of assets2014-12-31$13,121
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$1,298,996
Total loss/gain on sale of assets2014-12-31$1,869
Total of all expenses incurred2014-12-31$911,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$824,679
Expenses. Certain deemed distributions of participant loans2014-12-31$46,574
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$771,780
Value of total assets at end of year2014-12-31$7,278,756
Value of total assets at beginning of year2014-12-31$6,890,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,748
Total interest from all sources2014-12-31$11,593
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$332,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$331,024
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$486,231
Participant contributions at end of year2014-12-31$147,710
Participant contributions at beginning of year2014-12-31$191,887
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$27,632
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-1,161
Administrative expenses (other) incurred2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$387,995
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,278,756
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,890,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,897,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$8,168
Interest earned on other investments2014-12-31$2,692
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$5,902,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$525,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$525,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$849,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-80,680
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$250,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$384,033
Assets. Invements in employer securities at beginning of year2014-12-31$270,770
Contributions received in cash from employer2014-12-31$257,917
Income. Dividends from common stock2014-12-31$1,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$824,679
Contract administrator fees2014-12-31$39,748
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$23,138
Aggregate carrying amount (costs) on sale of assets2014-12-31$21,269
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$44,156
Total unrealized appreciation/depreciation of assets2013-12-31$44,156
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$1,804,310
Total loss/gain on sale of assets2013-12-31$9,983
Total of all expenses incurred2013-12-31$484,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$439,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$706,288
Value of total assets at end of year2013-12-31$6,890,761
Value of total assets at beginning of year2013-12-31$5,571,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$45,015
Total interest from all sources2013-12-31$8,316
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$451,373
Participant contributions at end of year2013-12-31$191,887
Participant contributions at beginning of year2013-12-31$130,385
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,180
Administrative expenses (other) incurred2013-12-31$4,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,319,739
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,890,761
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,571,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$5,902
Interest on participant loans2013-12-31$6,211
Value of interest in common/collective trusts at end of year2013-12-31$5,902,828
Value of interest in common/collective trusts at beginning of year2013-12-31$4,656,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$525,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$510,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$510,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,105
Net investment gain or loss from common/collective trusts2013-12-31$1,035,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$270,770
Assets. Invements in employer securities at beginning of year2013-12-31$273,696
Contributions received in cash from employer2013-12-31$239,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$439,556
Contract administrator fees2013-12-31$34,195
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$97,246
Aggregate carrying amount (costs) on sale of assets2013-12-31$87,263
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-5,692
Total unrealized appreciation/depreciation of assets2012-12-31$-5,692
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,366,806
Total loss/gain on sale of assets2012-12-31$-2,132
Total of all expenses incurred2012-12-31$606,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$569,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$813,451
Value of total assets at end of year2012-12-31$5,571,022
Value of total assets at beginning of year2012-12-31$4,810,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$37,104
Total interest from all sources2012-12-31$7,417
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$466,489
Participant contributions at end of year2012-12-31$130,385
Participant contributions at beginning of year2012-12-31$134,879
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$102,982
Administrative expenses (other) incurred2012-12-31$3,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$760,603
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,571,022
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,810,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$5,117
Interest on participant loans2012-12-31$5,987
Value of interest in common/collective trusts at end of year2012-12-31$4,656,432
Value of interest in common/collective trusts at beginning of year2012-12-31$3,907,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$510,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$473,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$473,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,430
Net investment gain or loss from common/collective trusts2012-12-31$553,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$273,696
Assets. Invements in employer securities at beginning of year2012-12-31$293,905
Contributions received in cash from employer2012-12-31$243,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$569,099
Contract administrator fees2012-12-31$28,228
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$46,441
Aggregate carrying amount (costs) on sale of assets2012-12-31$48,573
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31470714325
2011 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$10,333
Total unrealized appreciation/depreciation of assets2011-12-31$10,333
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$765,111
Total loss/gain on sale of assets2011-12-31$8,629
Total of all expenses incurred2011-12-31$590,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$557,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$652,386
Value of total assets at end of year2011-12-31$4,810,419
Value of total assets at beginning of year2011-12-31$4,636,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$33,594
Total interest from all sources2011-12-31$6,664
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$441,737
Participant contributions at end of year2011-12-31$134,879
Participant contributions at beginning of year2011-12-31$126,897
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,869
Administrative expenses (other) incurred2011-12-31$4,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$174,184
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,810,419
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,636,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$4,514
Interest on participant loans2011-12-31$5,508
Value of interest in common/collective trusts at end of year2011-12-31$3,907,735
Value of interest in common/collective trusts at beginning of year2011-12-31$3,675,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$473,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$507,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$507,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,156
Net investment gain or loss from common/collective trusts2011-12-31$87,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$293,905
Assets. Invements in employer securities at beginning of year2011-12-31$326,301
Contributions received in cash from employer2011-12-31$192,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$557,333
Contract administrator fees2011-12-31$24,972
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$115,908
Aggregate carrying amount (costs) on sale of assets2011-12-31$107,279
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31470714325
2010 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$103,894
Total unrealized appreciation/depreciation of assets2010-12-31$103,894
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$93
Total income from all sources (including contributions)2010-12-31$1,279,809
Total loss/gain on sale of assets2010-12-31$6,767
Total of all expenses incurred2010-12-31$241,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$212,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$684,186
Value of total assets at end of year2010-12-31$4,636,235
Value of total assets at beginning of year2010-12-31$3,597,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,452
Total interest from all sources2010-12-31$7,163
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$460,176
Participant contributions at end of year2010-12-31$126,897
Participant contributions at beginning of year2010-12-31$79,425
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$93
Administrative expenses (other) incurred2010-12-31$3,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,038,642
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,636,235
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,597,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$3,669
Interest on participant loans2010-12-31$5,699
Value of interest in common/collective trusts at end of year2010-12-31$3,675,689
Value of interest in common/collective trusts at beginning of year2010-12-31$2,721,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$507,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$565,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$565,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,464
Net investment gain or loss from common/collective trusts2010-12-31$477,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$326,301
Assets. Invements in employer securities at beginning of year2010-12-31$231,657
Contributions received in cash from employer2010-12-31$210,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$212,715
Contract administrator fees2010-12-31$20,937
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$45,415
Aggregate carrying amount (costs) on sale of assets2010-12-31$38,648
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2010-12-31470714325
2009 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST

2022: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075200
Policy instance 1
Insurance contract or identification number075200
Number of Individuals Covered301
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075200
Policy instance 1
Insurance contract or identification number075200
Number of Individuals Covered286
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075200
Policy instance 1
Insurance contract or identification number075200
Number of Individuals Covered260
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075200
Policy instance 1
Insurance contract or identification number075200
Number of Individuals Covered244
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075200
Policy instance 1
Insurance contract or identification number075200
Number of Individuals Covered243
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61486
Policy instance 1
Insurance contract or identification numberMR 61486
Number of Individuals Covered251
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,731
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,560
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61486
Policy instance 1
Insurance contract or identification numberMR 61486
Number of Individuals Covered240
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $815
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $815
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61486
Policy instance 1
Insurance contract or identification numberMR 61486
Number of Individuals Covered241
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,523
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,523
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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