UNITY BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2022 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $20,135 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $25,538 |
Total of all expenses incurred | 2022-12-31 | $1,976,809 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,939,343 |
Value of total corrective distributions | 2022-12-31 | $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 year | 2022-12-31 | $17,197,701 |
Value of total assets at beginning of year | 2022-12-31 | $19,312,390 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $37,054 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $188,040 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,308,857 |
Participant contributions at end of year | 2022-12-31 | $214,972 |
Participant contributions at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $236 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,879,334 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $14,152,634 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $5,328,208 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $8,819 |
Interest earned on other investments | 2022-12-31 | $72,881 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,840,911 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $3,879,467 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $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 accounts | 2022-12-31 | $-19,947 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $25,848 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $1,037,518 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $1,089,618 |
Contributions received in cash from employer | 2022-12-31 | $779,937 |
Employer contributions (assets) at end of year | 2022-12-31 | $17,291 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $25,775 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,939,343 |
Contract administrator fees | 2022-12-31 | $37,054 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $122,931 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $97,393 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2022-12-31 | 043499945 |
2021 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $372,221 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $509 |
Total of all expenses incurred | 2021-12-31 | $994,619 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $19,312,390 |
Value of total assets at beginning of year | 2021-12-31 | $15,817,305 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $17,882 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $203,885 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,260,200 |
Participant contributions at end of year | 2021-12-31 | $240,862 |
Participant contributions at beginning of year | 2021-12-31 | $140,639 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $1,022 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $429,282 |
Other income not declared elsewhere | 2021-12-31 | $4,904 |
Administrative expenses (other) incurred | 2021-12-31 | $17,882 |
Total non interest bearing cash at end of year | 2021-12-31 | $236 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $14,152,634 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $11,936,743 |
Interest on participant loans | 2021-12-31 | $8,968 |
Interest earned on other investments | 2021-12-31 | $64,240 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $3,803,265 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $1,089,618 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $772,624 |
Contributions received in cash from employer | 2021-12-31 | $753,519 |
Employer contributions (assets) at end of year | 2021-12-31 | $25,775 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $58,923 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $976,737 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $83,183 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $82,674 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-210,622 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-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 assets | 2020-12-31 | $-9,190 |
Total of all expenses incurred | 2020-12-31 | $856,983 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $15,817,305 |
Value of total assets at beginning of year | 2020-12-31 | $12,835,231 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,911 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $143,040 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,092,917 |
Participant contributions at end of year | 2020-12-31 | $140,639 |
Participant contributions at beginning of year | 2020-12-31 | $212,895 |
Participant contributions at end of year | 2020-12-31 | $1,022 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $206,033 |
Other income not declared elsewhere | 2020-12-31 | $-1 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $11,936,743 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,292,438 |
Interest on participant loans | 2020-12-31 | $8,371 |
Interest earned on other investments | 2020-12-31 | $51,410 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $2,907,354 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $772,624 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $1,021,542 |
Contributions received in cash from employer | 2020-12-31 | $712,267 |
Employer contributions (assets) at end of year | 2020-12-31 | $58,923 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $20,684 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $854,072 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $55,648 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $64,838 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $93,221 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $-11,753 |
Total of all expenses incurred | 2019-12-31 | $1,664,442 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $12,835,231 |
Value of total assets at beginning of year | 2019-12-31 | $10,642,604 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,474 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $147,126 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,059,622 |
Participant contributions at end of year | 2019-12-31 | $212,895 |
Participant contributions at beginning of year | 2019-12-31 | $230,894 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $202,234 |
Other income not declared elsewhere | 2019-12-31 | $-557 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,292,438 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,236,436 |
Interest on participant loans | 2019-12-31 | $10,970 |
Interest earned on other investments | 2019-12-31 | $40,695 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $2,287,672 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $1,021,542 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $1,098,927 |
Contributions received in cash from employer | 2019-12-31 | $664,556 |
Employer contributions (assets) at end of year | 2019-12-31 | $20,684 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,658,968 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $186,261 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $198,014 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-63,295 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,135,708 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $10,642,604 |
Value of total assets at beginning of year | 2018-12-31 | $10,630,920 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,657 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $136,474 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $938,601 |
Participant contributions at end of year | 2018-12-31 | $230,894 |
Participant contributions at beginning of year | 2018-12-31 | $224,200 |
Participant contributions at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $710 |
Other income not declared elsewhere | 2018-12-31 | $38,611 |
Administrative expenses (other) incurred | 2018-12-31 | $1,657 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $-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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $7,236,436 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,258,847 |
Interest on participant loans | 2018-12-31 | $11,355 |
Interest earned on other investments | 2018-12-31 | $31,371 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $73,607 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $2,076,347 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $1,098,927 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $976,025 |
Contributions received in cash from employer | 2018-12-31 | $576,563 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $17,044 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,134,051 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,894,756 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $557,013 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $552,819 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of total corrective distributions | 2017-12-31 | $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 year | 2017-12-31 | $10,630,920 |
Value of total assets at beginning of year | 2017-12-31 | $8,293,177 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,194 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $517,524 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $817,990 |
Participant contributions at end of year | 2017-12-31 | $224,200 |
Participant contributions at beginning of year | 2017-12-31 | $205,629 |
Participant contributions at end of year | 2017-12-31 | $25,744 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $710 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $176 |
Other income not declared elsewhere | 2017-12-31 | $203,583 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $-1,606 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $8,258,847 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,363,154 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
Interest on participant loans | 2017-12-31 | $9,574 |
Interest earned on other investments | 2017-12-31 | $16,773 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $73,607 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $38,986 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $38,986 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,056,349 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $998,526 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $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 accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $976,025 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $684,834 |
Contributions received in cash from employer | 2017-12-31 | $509,172 |
Employer contributions (assets) at end of year | 2017-12-31 | $17,044 |
Income. Dividends from common stock | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $552,819 |
Contract administrator fees | 2017-12-31 | $4,194 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | CLIFTON,LARSON,ALLEN |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $185,594 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $2,882 |
Total of all expenses incurred | 2016-12-31 | $595,053 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $585,702 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $8,293,178 |
Value of total assets at beginning of year | 2016-12-31 | $6,866,453 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $9,351 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $224,038 |
Administrative expenses professional fees incurred | 2016-12-31 | $4,432 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $661,376 |
Participant contributions at end of year | 2016-12-31 | $205,629 |
Participant contributions at beginning of year | 2016-12-31 | $158,547 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $176 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $1,294 |
Total non interest bearing cash at end of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,363,154 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,323,406 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Interest on participant loans | 2016-12-31 | $8,281 |
Interest earned on other investments | 2016-12-31 | $16,126 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $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 year | 2016-12-31 | $998,526 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $958,989 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $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 accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $684,834 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $425,511 |
Contributions received in cash from employer | 2016-12-31 | $387,544 |
Income. Dividends from common stock | 2016-12-31 | $6,895 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $585,702 |
Contract administrator fees | 2016-12-31 | $3,625 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $12,050 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $9,168 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $94,582 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $3,418 |
Total of all expenses incurred | 2015-12-31 | $1,505,252 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,501,607 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of total corrective distributions | 2015-12-31 | $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 year | 2015-12-31 | $6,866,452 |
Value of total assets at beginning of year | 2015-12-31 | $7,278,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,645 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $286,287 |
Administrative expenses professional fees incurred | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $628,739 |
Participant contributions at end of year | 2015-12-31 | $158,547 |
Participant contributions at beginning of year | 2015-12-31 | $147,710 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,323,406 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,897,342 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Interest on participant loans | 2015-12-31 | $7,181 |
Interest earned on other investments | 2015-12-31 | $15,632 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $958,989 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $849,671 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $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 accounts | 2015-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $425,510 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $384,033 |
Contributions received in cash from employer | 2015-12-31 | $311,502 |
Income. Dividends from common stock | 2015-12-31 | $4,645 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,501,607 |
Contract administrator fees | 2015-12-31 | $3,645 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $213,925 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $210,507 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | RSM US LLP |
Accountancy firm EIN | 2015-12-31 | 420714325 |
2014 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $13,121 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $1,869 |
Total of all expenses incurred | 2014-12-31 | $911,001 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $824,679 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $46,574 |
Value of total corrective distributions | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $771,780 |
Value of total assets at end of year | 2014-12-31 | $7,278,756 |
Value of total assets at beginning of year | 2014-12-31 | $6,890,761 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $39,748 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $331,024 |
Administrative expenses professional fees incurred | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $486,231 |
Participant contributions at end of year | 2014-12-31 | $147,710 |
Participant contributions at beginning of year | 2014-12-31 | $191,887 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $-1,161 |
Administrative expenses (other) incurred | 2014-12-31 | $0 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $5,897,342 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Interest on participant loans | 2014-12-31 | $8,168 |
Interest earned on other investments | 2014-12-31 | $2,692 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $5,902,828 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $525,276 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $849,671 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $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 accounts | 2014-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $250,323 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $384,033 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $270,770 |
Contributions received in cash from employer | 2014-12-31 | $257,917 |
Income. Dividends from common stock | 2014-12-31 | $1,127 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $824,679 |
Contract administrator fees | 2014-12-31 | $39,748 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $23,138 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $21,269 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2014-12-31 | 420714325 |
2013 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $44,156 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $9,983 |
Total of all expenses incurred | 2013-12-31 | $484,571 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $6,890,761 |
Value of total assets at beginning of year | 2013-12-31 | $5,571,022 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $45,015 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $451,373 |
Participant contributions at end of year | 2013-12-31 | $191,887 |
Participant contributions at beginning of year | 2013-12-31 | $130,385 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $15,180 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $5,902 |
Interest on participant loans | 2013-12-31 | $6,211 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $5,902,828 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $4,656,432 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $525,276 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $510,509 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $1,035,567 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $270,770 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $273,696 |
Contributions received in cash from employer | 2013-12-31 | $239,735 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $439,556 |
Contract administrator fees | 2013-12-31 | $34,195 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $97,246 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $87,263 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2013-12-31 | 420714325 |
2012 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-5,692 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-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 assets | 2012-12-31 | $-2,132 |
Total of all expenses incurred | 2012-12-31 | $606,203 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $5,571,022 |
Value of total assets at beginning of year | 2012-12-31 | $4,810,419 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $37,104 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $466,489 |
Participant contributions at end of year | 2012-12-31 | $130,385 |
Participant contributions at beginning of year | 2012-12-31 | $134,879 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $102,982 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $5,117 |
Interest on participant loans | 2012-12-31 | $5,987 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $4,656,432 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $3,907,735 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $510,509 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $473,900 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $553,762 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $273,696 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $293,905 |
Contributions received in cash from employer | 2012-12-31 | $243,980 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $569,099 |
Contract administrator fees | 2012-12-31 | $28,228 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $46,441 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $48,573 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2012-12-31 | 470714325 |
2011 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $10,333 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $8,629 |
Total of all expenses incurred | 2011-12-31 | $590,927 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $4,810,419 |
Value of total assets at beginning of year | 2011-12-31 | $4,636,235 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $33,594 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $441,737 |
Participant contributions at end of year | 2011-12-31 | $134,879 |
Participant contributions at beginning of year | 2011-12-31 | $126,897 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $17,869 |
Administrative expenses (other) incurred | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $4,514 |
Interest on participant loans | 2011-12-31 | $5,508 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $3,907,735 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $3,675,689 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $473,900 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $507,348 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $87,099 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $293,905 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $326,301 |
Contributions received in cash from employer | 2011-12-31 | $192,780 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $557,333 |
Contract administrator fees | 2011-12-31 | $24,972 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $115,908 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $107,279 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2011-12-31 | 470714325 |
2010 : UNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN & TRUST 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $103,894 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $6,767 |
Total of all expenses incurred | 2010-12-31 | $241,167 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $4,636,235 |
Value of total assets at beginning of year | 2010-12-31 | $3,597,686 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $28,452 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $460,176 |
Participant contributions at end of year | 2010-12-31 | $126,897 |
Participant contributions at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $93 |
Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $3,669 |
Interest on participant loans | 2010-12-31 | $5,699 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $3,675,689 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,721,037 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $507,348 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $565,567 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $477,799 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $326,301 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $231,657 |
Contributions received in cash from employer | 2010-12-31 | $210,670 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $212,715 |
Contract administrator fees | 2010-12-31 | $20,937 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $45,415 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $38,648 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | MCGLADREY & PULLEN LLP |
Accountancy firm EIN | 2010-12-31 | 470714325 |
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 securities | 2009-12-31 | $0 |