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UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameUNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST
Plan identification number 001

UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND 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.
  • 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

UNIVERSAL BEARINGS LLC has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSAL BEARINGS LLC
Employer identification number (EIN):260762205
NAIC Classification:332900

Additional information about UNIVERSAL BEARINGS LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4376341

More information about UNIVERSAL BEARINGS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID KETCHAM
0012017-01-01DAVID KETCHAM DAVID KETCHAM
0012016-01-01
0012015-01-01
0012014-01-01DAVID KETCHAM
0012013-01-01DAVID KETCHAM
0012012-01-01DAVID KETCHUM
0012011-01-01DAVID KETCHAM
0012010-01-01DAVID KETCHAM
0012009-01-01DAVID KETCHAM DAVID KETCHAM2010-09-14

Plan Statistics for UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01362
Total number of active participants reported on line 7a of the Form 55002023-01-01296
Number of retired or separated participants receiving benefits2023-01-0110
Number of other retired or separated participants entitled to future benefits2023-01-0164
Total of all active and inactive participants2023-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01370
Number of participants with account balances2023-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0122
2022: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01353
Total number of active participants reported on line 7a of the Form 55002022-01-01283
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01362
Number of participants with account balances2022-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01269
Total number of active participants reported on line 7a of the Form 55002021-01-01269
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0176
Total of all active and inactive participants2021-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01353
Number of participants with account balances2021-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01343
Total number of active participants reported on line 7a of the Form 55002020-01-01262
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01326
Number of participants with account balances2020-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01386
Total number of active participants reported on line 7a of the Form 55002019-01-01343
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01390
Number of participants with account balances2019-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01308
Total number of active participants reported on line 7a of the Form 55002018-01-01343
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01386
Number of participants with account balances2018-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01327
Total number of active participants reported on line 7a of the Form 55002017-01-01270
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01308
Number of participants with account balances2017-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01296
Total number of active participants reported on line 7a of the Form 55002016-01-01296
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01327
Number of participants with account balances2016-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01251
Total number of active participants reported on line 7a of the Form 55002015-01-01236
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01264
Number of participants with account balances2015-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01232
Total number of active participants reported on line 7a of the Form 55002014-01-01217
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01243
Number of participants with account balances2014-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01227
Total number of active participants reported on line 7a of the Form 55002013-01-01209
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01232
Number of participants with account balances2013-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01219
Total number of active participants reported on line 7a of the Form 55002012-01-01220
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01227
Number of participants with account balances2012-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01217
Total number of active participants reported on line 7a of the Form 55002011-01-01215
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01219
Number of participants with account balances2011-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01187
Total number of active participants reported on line 7a of the Form 55002010-01-01216
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01217
Number of participants with account balances2010-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01264
Total number of active participants reported on line 7a of the Form 55002009-01-01187
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01200
Number of participants with account balances2009-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0146

Financial Data on UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,100,993
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,477,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,360,257
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,427,006
Value of total assets at end of year2023-12-31$24,844,311
Value of total assets at beginning of year2023-12-31$22,220,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$116,936
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$212,071
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$213,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$213,224
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$873,919
Participant contributions at end of year2023-12-31$30,478
Participant contributions at beginning of year2023-12-31$32,640
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$32,853
Administrative expenses (other) incurred2023-12-31$40
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$2,623,800
Value of net assets at end of year (total assets less liabilities)2023-12-31$24,844,311
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$22,220,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$33,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,638,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$14,371,225
Value of interest in pooled separate accounts at end of year2023-12-31$9,842,727
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$1,696
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$210,375
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$6,772,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$7,227,257
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$816,636
Net investment gain/loss from pooled separate accounts2023-12-31$1,399,203
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$553,087
Employer contributions (assets) at end of year2023-12-31$560,341
Employer contributions (assets) at beginning of year2023-12-31$589,389
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,360,257
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$83,455
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DULIN, WARD & DEWALD, INC.
Accountancy firm EIN2023-12-31351344820
2022 : UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,441,594
Total of all expenses incurred2022-12-31$2,556,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,534,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,523,685
Value of total assets at end of year2022-12-31$22,220,511
Value of total assets at beginning of year2022-12-31$26,218,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,103
Total interest from all sources2022-12-31$1,580
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$289,451
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$289,451
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$930,242
Participant contributions at end of year2022-12-31$32,640
Participant contributions at beginning of year2022-12-31$30,773
Administrative expenses (other) incurred2022-12-31$9,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,997,605
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,220,511
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,218,116
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$14,371,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,926,959
Interest on participant loans2022-12-31$1,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,227,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,060,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,256,310
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
Contributions received in cash from employer2022-12-31$593,443
Employer contributions (assets) at end of year2022-12-31$589,389
Employer contributions (assets) at beginning of year2022-12-31$200,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,534,908
Contract administrator fees2022-12-31$11,674
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31STROEMER & COMPANY, LLC
Accountancy firm EIN2022-12-31320394930
2021 : UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,988,624
Total of all expenses incurred2021-12-31$3,400,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,394,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$817,445
Value of total assets at end of year2021-12-31$26,218,116
Value of total assets at beginning of year2021-12-31$25,629,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,624
Total interest from all sources2021-12-31$1,622
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$258,906
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$258,906
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$558,186
Participant contributions at end of year2021-12-31$30,773
Participant contributions at beginning of year2021-12-31$30,493
Administrative expenses (other) incurred2021-12-31$781
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$588,261
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,218,116
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,629,855
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$19,926,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,827,209
Interest on participant loans2021-12-31$1,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,060,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,772,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,910,651
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
Contributions received in cash from employer2021-12-31$259,259
Employer contributions (assets) at end of year2021-12-31$200,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,394,739
Contract administrator fees2021-12-31$4,843
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31STROEMER & COMPANY, LLC
Accountancy firm EIN2021-12-31320394930
2020 : UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,343,143
Total of all expenses incurred2020-12-31$1,702,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,666,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$466,586
Value of total assets at end of year2020-12-31$25,629,855
Value of total assets at beginning of year2020-12-31$23,988,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,804
Total interest from all sources2020-12-31$2,776
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$245,930
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$245,930
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$453,403
Participant contributions at end of year2020-12-31$30,493
Participant contributions at beginning of year2020-12-31$60,718
Administrative expenses (other) incurred2020-12-31$35,804
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$1,640,960
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,629,855
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,988,895
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$19,827,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,842,776
Interest on participant loans2020-12-31$2,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,772,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,685,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,627,851
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
Contributions received in cash from employer2020-12-31$13,183
Employer contributions (assets) at beginning of year2020-12-31$399,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,666,379
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31STROEMER & COMPANY, LLC
Accountancy firm EIN2020-12-31320394930
2019 : UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,400,459
Total of all expenses incurred2019-12-31$1,733,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,712,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,037,767
Value of total assets at end of year2019-12-31$23,988,895
Value of total assets at beginning of year2019-12-31$21,321,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,787
Total interest from all sources2019-12-31$3,084
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$271,382
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$271,382
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$617,277
Participant contributions at end of year2019-12-31$60,718
Participant contributions at beginning of year2019-12-31$72,122
Administrative expenses (other) incurred2019-12-31$20,787
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$2,667,134
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,988,895
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,321,761
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$17,842,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,249,373
Interest on participant loans2019-12-31$3,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,685,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,000,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,088,226
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$420,490
Employer contributions (assets) at end of year2019-12-31$399,617
Employer contributions (assets) at beginning of year2019-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,712,538
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31STROEMER & COMPANY, LLC
Accountancy firm EIN2019-12-31320394930
2018 : UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$891,862
Total of all expenses incurred2018-12-31$1,289,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,252,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,627,478
Value of total assets at end of year2018-12-31$21,321,761
Value of total assets at beginning of year2018-12-31$21,719,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,089
Total interest from all sources2018-12-31$140,861
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$92,424
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$92,424
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$608,572
Participant contributions at end of year2018-12-31$72,122
Participant contributions at beginning of year2018-12-31$103,415
Administrative expenses (other) incurred2018-12-31$37,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-398,085
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,321,761
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,719,846
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$15,249,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,478,849
Interest on participant loans2018-12-31$4,615
Interest earned on other investments2018-12-31$136,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,000,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,137,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-968,901
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,018,906
Employer contributions (assets) at end of year2018-12-31$1,000,000
Employer contributions (assets) at beginning of year2018-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,252,858
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31STROEMER & COMPANY, LLC
Accountancy firm EIN2018-12-31320394930
2017 : UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,768,707
Total of all expenses incurred2017-12-31$547,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$545,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,000,000
Value of total assets at end of year2017-12-31$21,719,846
Value of total assets at beginning of year2017-12-31$18,498,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,409
Total interest from all sources2017-12-31$199,044
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$148,321
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$148,321
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$103,415
Participant contributions at beginning of year2017-12-31$114,817
Administrative expenses (other) incurred2017-12-31$1,409
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$3,221,614
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,719,846
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,498,232
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,478,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,724,578
Interest on participant loans2017-12-31$6,187
Interest earned on other investments2017-12-31$192,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,137,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,698,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,421,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Contributions received in cash from employer2017-12-31$1,000,000
Employer contributions (assets) at end of year2017-12-31$1,000,000
Employer contributions (assets) at beginning of year2017-12-31$960,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$545,684
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31STROEMER & COMPANY, LLC
Accountancy firm EIN2017-12-31320394930
2016 : UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,803,104
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$833,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$832,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$960,000
Value of total assets at end of year2016-12-31$18,498,232
Value of total assets at beginning of year2016-12-31$17,528,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,150
Total interest from all sources2016-12-31$170,001
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$164,733
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$164,733
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Participant contributions at end of year2016-12-31$114,817
Participant contributions at beginning of year2016-12-31$158,200
Administrative expenses (other) incurred2016-12-31$1,150
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$969,649
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,498,232
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,528,583
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,724,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,690,754
Interest on participant loans2016-12-31$7,877
Interest earned on other investments2016-12-31$162,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,698,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,999,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$508,370
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
Contributions received in cash from employer2016-12-31$960,000
Employer contributions (assets) at end of year2016-12-31$960,000
Employer contributions (assets) at beginning of year2016-12-31$680,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$832,305
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$906,446
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$821,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$819,264
Expenses. Certain deemed distributions of participant loans2015-12-31$1,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$680,000
Value of total assets at end of year2015-12-31$17,528,583
Value of total assets at beginning of year2015-12-31$17,443,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,439
Total interest from all sources2015-12-31$154,659
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$134,372
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$134,372
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Participant contributions at end of year2015-12-31$158,200
Participant contributions at beginning of year2015-12-31$150,526
Administrative expenses (other) incurred2015-12-31$1,439
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$84,594
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,528,583
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,443,989
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,690,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,062,942
Interest on participant loans2015-12-31$8,855
Interest earned on other investments2015-12-31$145,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,999,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,030,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-62,585
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
Contributions received in cash from employer2015-12-31$680,000
Employer contributions (assets) at end of year2015-12-31$680,000
Employer contributions (assets) at beginning of year2015-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$819,264
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$970,846
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$962,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$930,309
Expenses. Certain deemed distributions of participant loans2014-12-31$30,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$200,000
Value of total assets at end of year2014-12-31$17,443,989
Value of total assets at beginning of year2014-12-31$17,435,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,415
Total interest from all sources2014-12-31$158,865
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$130,378
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$130,378
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Participant contributions at end of year2014-12-31$150,526
Participant contributions at beginning of year2014-12-31$178,409
Administrative expenses (other) incurred2014-12-31$1,415
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$8,426
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,443,989
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,435,563
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,062,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,069,296
Interest on participant loans2014-12-31$9,461
Interest earned on other investments2014-12-31$149,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,030,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,592,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$481,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Contributions received in cash from employer2014-12-31$200,000
Employer contributions (assets) at end of year2014-12-31$200,000
Employer contributions (assets) at beginning of year2014-12-31$595,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$930,309
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,989,945
Total unrealized appreciation/depreciation of assets2013-12-31$1,989,945
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$2,865,275
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,110,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,108,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$595,000
Value of total assets at end of year2013-12-31$17,435,563
Value of total assets at beginning of year2013-12-31$15,680,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,732
Total interest from all sources2013-12-31$151,772
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$128,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$128,558
Administrative expenses professional fees incurred2013-12-31$1,732
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Participant contributions at end of year2013-12-31$178,409
Participant contributions at beginning of year2013-12-31$170,773
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$1,755,066
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,435,563
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,680,497
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,069,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,440,041
Interest on participant loans2013-12-31$10,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$141,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,592,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,233,683
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
Contributions received in cash from employer2013-12-31$595,000
Employer contributions (assets) at end of year2013-12-31$595,000
Employer contributions (assets) at beginning of year2013-12-31$836,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,108,477
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ROEDL WARREN AVERETT LLC
Accountancy firm EIN2013-12-31631286805
2012 : UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$2,360,031
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$745,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$743,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$836,000
Value of total assets at end of year2012-12-31$15,680,497
Value of total assets at beginning of year2012-12-31$14,065,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,796
Total interest from all sources2012-12-31$126,639
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$158,797
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$500,000
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
Participant contributions at end of year2012-12-31$170,773
Participant contributions at beginning of year2012-12-31$104,327
Administrative expenses (other) incurred2012-12-31$1,796
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$1,614,581
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,680,497
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,065,916
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,440,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,705,522
Interest on participant loans2012-12-31$7,688
Interest earned on other investments2012-12-31$118,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,233,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,688,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,238,595
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
Contributions received in cash from employer2012-12-31$836,000
Employer contributions (assets) at end of year2012-12-31$836,000
Employer contributions (assets) at beginning of year2012-12-31$567,800
Income. Dividends from common stock2012-12-31$158,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$743,654
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ROEDL WARREN AVERETT LLC
Accountancy firm EIN2012-12-31631286805
2011 : UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$314,469
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$785,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$784,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$567,800
Value of total assets at end of year2011-12-31$14,065,916
Value of total assets at beginning of year2011-12-31$14,537,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,369
Total interest from all sources2011-12-31$119,292
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$115,894
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$104,327
Participant contributions at beginning of year2011-12-31$104,179
Administrative expenses (other) incurred2011-12-31$1,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-471,311
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,065,916
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,537,227
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,705,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,916,173
Interest on participant loans2011-12-31$7,273
Interest earned on other investments2011-12-31$112,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,688,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,860,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-488,517
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
Contributions received in cash from employer2011-12-31$567,800
Employer contributions (assets) at end of year2011-12-31$567,800
Employer contributions (assets) at beginning of year2011-12-31$656,166
Income. Dividends from common stock2011-12-31$115,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$784,411
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ROEDL WARREN AVERETT LLC
Accountancy firm EIN2011-12-31631286805
2010 : UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$0
Total income from all sources (including contributions)2010-12-31$2,022,148
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$732,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$731,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$656,166
Value of total assets at end of year2010-12-31$14,537,227
Value of total assets at beginning of year2010-12-31$13,247,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,406
Total interest from all sources2010-12-31$126,442
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$103,007
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$104,179
Participant contributions at beginning of year2010-12-31$120,519
Administrative expenses (other) incurred2010-12-31$1,406
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$1,289,484
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,537,227
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,247,743
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,916,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,357,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$126,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,860,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,770,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,136,533
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
Contributions received in cash from employer2010-12-31$656,166
Employer contributions (assets) at end of year2010-12-31$656,166
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$103,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$731,258
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680

Form 5500 Responses for UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST

2023: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND 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: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND 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: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND 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: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND 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 – InsuranceYes
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 number524670-01
Policy instance 2
Insurance contract or identification number524670-01
Number of Individuals Covered264
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number524670-01
Policy instance 1
Insurance contract or identification number524670-01
Number of Individuals Covered105
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered326
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number107135
Policy instance 1
Insurance contract or identification number107135
Number of Individuals Covered326
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number107135
Policy instance 1
Insurance contract or identification number107135
Number of Individuals Covered326
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number107135
Policy instance 1
Insurance contract or identification number107135
Number of Individuals Covered343
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number107135
Policy instance 1
Insurance contract or identification number107135
Number of Individuals Covered343
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number107135
Policy instance 1
Insurance contract or identification number107135
Number of Individuals Covered308
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $3,577
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3577
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number107135
Policy instance 1
Insurance contract or identification number107135
Number of Individuals Covered264
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,824
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees12824
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number107135
Policy instance 1
Insurance contract or identification number107135
Number of Individuals Covered243
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,136
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees13136
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number7725
Policy instance 1
Insurance contract or identification number7725
Number of Individuals Covered232
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,477
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees12477
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PROVIDER
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKGE, INC AGCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number7725
Policy instance 1
Insurance contract or identification number7725
Number of Individuals Covered130
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,463
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $0
Amount paid for insurance broker fees10463
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PROVIDER
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKGE, INC AGCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number7725
Policy instance 1
Insurance contract or identification number7725
Number of Individuals Covered150
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,817
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number107135
Policy instance 1
Insurance contract or identification number107135
Number of Individuals Covered150
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,105
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees10105
Additional information about fees paid to insurance brokerSERVICES TO INSURE ON PLAN
Insurance broker organization code?3
Insurance broker nameWS INSURANCE SERVICES

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