401k Plan data: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST plan

ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST
Plan identification number	003

ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

ULLMAN & COMPANY has sponsored the creation of one or more 401k plans.

Company Name: ULLMAN & COMPANY

Employer identification number (EIN): 363115336

NAIC Classification: 339110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2015-01-01
003 2014-01-01
003 2013-01-01 ANDREW ULLMAN
003 2012-01-01 ANDREW ULLMAN
003 2011-01-01 ANDREW ULLMAN
003 2009-01-01 ANDREW ULLMAN

Plan Statistics for ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
2014: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Total of all active and inactive participants 2014-01-01 6
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
2013: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Total of all active and inactive participants 2013-01-01 7
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
2012: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Total of all active and inactive participants 2012-01-01 7
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
2011: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
2009: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2015: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
2014: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Total of all active and inactive participants	2014-01-01	6
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
2013: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Total of all active and inactive participants	2013-01-01	7
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
2012: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Total of all active and inactive participants	2012-01-01	7
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
2011: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
2009: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2015 : ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$1,109
Expenses. Total of all expenses incurred	2015-12-31	$82,018
Benefits paid (including direct rollovers)	2015-12-31	$82,010
Total plan assets at beginning of year	2015-12-31	$80,909
Value of fidelity bond covering the plan	2015-12-31	$40,000
Other income received	2015-12-31	$1,109
Net income (gross income less expenses)	2015-12-31	$-80,909
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$80,909
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8
2014 : ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$6,506
Expenses. Total of all expenses incurred	2014-12-31	$29,125
Benefits paid (including direct rollovers)	2014-12-31	$29,125
Total plan assets at end of year	2014-12-31	$80,909
Total plan assets at beginning of year	2014-12-31	$103,528
Value of fidelity bond covering the plan	2014-12-31	$40,000
Other income received	2014-12-31	$6,506
Net income (gross income less expenses)	2014-12-31	$-22,619
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$80,909
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$103,528
2013 : ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$10,446
Expenses. Total of all expenses incurred	2013-12-31	$16
Total plan assets at end of year	2013-12-31	$103,528
Total plan assets at beginning of year	2013-12-31	$93,098
Expenses. Other expenses not covered elsewhere	2013-12-31	$16
Other income received	2013-12-31	$10,446
Net income (gross income less expenses)	2013-12-31	$10,430
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$103,528
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$93,098
2012 : ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$899
Total plan assets at end of year	2012-12-31	$93,098
Total plan assets at beginning of year	2012-12-31	$92,199
Value of fidelity bond covering the plan	2012-12-31	$40,000
Other income received	2012-12-31	$899
Net income (gross income less expenses)	2012-12-31	$899
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$93,098
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$92,199
2011 : ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-1,377
Total plan assets at end of year	2011-12-31	$92,199
Total plan assets at beginning of year	2011-12-31	$93,576
Value of fidelity bond covering the plan	2011-12-31	$40,000
Other income received	2011-12-31	$-1,377
Net income (gross income less expenses)	2011-12-31	$-1,377
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$92,199
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$93,576
2010 : ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$2,137
Total plan assets at end of year	2010-12-31	$93,576
Total plan assets at beginning of year	2010-12-31	$91,439
Value of fidelity bond covering the plan	2010-12-31	$40,000
Other income received	2010-12-31	$2,137
Net income (gross income less expenses)	2010-12-31	$2,137
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$93,576
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$91,439

Form 5500 Responses for ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST

2015: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ULLMAN & COMPANY, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ULLMAN & COMPANY
Employer identification number (EIN):	363115336
NAIC Classification:	339110