401k Plan data: UNISON-UCG 401(K) PLAN plan

UNISON-UCG 401(K) PLAN 401k Plan overview

Plan Name	UNISON-UCG 401(K) PLAN
Plan identification number	001

UNISON-UCG 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

UNISON CONSULTING, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNISON CONSULTING, INC.

Employer identification number (EIN): 363648595

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about UNISON CONSULTING, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2003-05-23

Company Identification Number: 0800207597

Legal Registered Office Address: 150 N MICHIGAN AVE STE 2930

CHICAGO
United States of America (USA)
60601

More information about UNISON CONSULTING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNISON-UCG 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JULIA MCGILL 2020-02-27
001 2016-01-01 JULIA MCGILL 2017-06-27
001 2015-01-01 JULIA MCGILL 2016-10-13
001 2014-01-01 JULIA MCGILL
001 2014-01-01 JULIA MCGILL 2016-10-13
001 2014-01-01 JULIA MCGILL 2016-04-22
001 2013-01-01 JULIA MCGILL 2016-04-22
001 2012-01-01 JULIA MCGILL
001 2011-01-01 JULIA MCGILL
001 2009-01-01 JULIA MCGILL
001 2009-01-01 JULIA MCGILL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	JULIA MCGILL	2020-02-27
001	2016-01-01	JULIA MCGILL	2017-06-27
001	2015-01-01	JULIA MCGILL	2016-10-13
001	2014-01-01	JULIA MCGILL
001	2014-01-01	JULIA MCGILL	2016-10-13
001	2014-01-01	JULIA MCGILL	2016-04-22
001	2013-01-01	JULIA MCGILL	2016-04-22
001	2012-01-01	JULIA MCGILL
001	2011-01-01	JULIA MCGILL
001	2009-01-01	JULIA MCGILL
001	2009-01-01	JULIA MCGILL

Plan Statistics for UNISON-UCG 401(K) PLAN

401k plan membership statisitcs for UNISON-UCG 401(K) PLAN

Measure Date Value
2014: UNISON-UCG 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 40
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 44
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2012: UNISON-UCG 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 38
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 43
Number of participants with account balances 2012-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UNISON-UCG 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 35
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 39
Number of participants with account balances 2011-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: UNISON-UCG 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 38
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 39
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: UNISON-UCG 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	40
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	44
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2012: UNISON-UCG 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	38
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	43
Number of participants with account balances	2012-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UNISON-UCG 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	35
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	39
Number of participants with account balances	2011-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: UNISON-UCG 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	38
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	39
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UNISON-UCG 401(K) PLAN

Measure	Date	Value
2014 : UNISON-UCG 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$417,690
Expenses. Total of all expenses incurred	2014-12-31	$13,014
Benefits paid (including direct rollovers)	2014-12-31	$4,692
Total plan assets at end of year	2014-12-31	$2,434,984
Total plan assets at beginning of year	2014-12-31	$2,030,308
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$208,478
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$133,214
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$404,676
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,434,984
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,030,308
Assets. Value of participant loans	2014-12-31	$108,832
Total contributions received or receivable from employer(s)	2014-12-31	$75,998
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,322
2013 : UNISON-UCG 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$568,348
Expenses. Total of all expenses incurred	2013-12-31	$30,686
Benefits paid (including direct rollovers)	2013-12-31	$20,091
Total plan assets at end of year	2013-12-31	$2,030,308
Total plan assets at beginning of year	2013-12-31	$1,492,646
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$208,517
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$286,345
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$537,662
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,030,308
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,492,646
Assets. Value of participant loans	2013-12-31	$140,179
Total contributions received or receivable from employer(s)	2013-12-31	$73,486
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10,595
2012 : UNISON-UCG 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$404,673
Expenses. Total of all expenses incurred	2012-12-31	$31,195
Benefits paid (including direct rollovers)	2012-12-31	$24,278
Total plan assets at end of year	2012-12-31	$1,492,646
Total plan assets at beginning of year	2012-12-31	$1,119,168
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$196,328
Other income received	2012-12-31	$136,534
Net income (gross income less expenses)	2012-12-31	$373,478
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,492,646
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,119,168
Assets. Value of participant loans	2012-12-31	$70,675
Total contributions received or receivable from employer(s)	2012-12-31	$71,811
Value of corrective distributions	2012-12-31	$3,136
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,781
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : UNISON-UCG 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$330,342
Expenses. Total of all expenses incurred	2011-12-31	$129,484
Benefits paid (including direct rollovers)	2011-12-31	$129,418
Total plan assets at end of year	2011-12-31	$1,119,168
Total plan assets at beginning of year	2011-12-31	$918,310
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$227,688
Contributions received from other sources (not participants or employers)	2011-12-31	$36,102
Other income received	2011-12-31	$-10,630
Net income (gross income less expenses)	2011-12-31	$200,858
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,119,168
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$918,310
Assets. Value of participant loans	2011-12-31	$66,739
Total contributions received or receivable from employer(s)	2011-12-31	$77,182
Value of corrective distributions	2011-12-31	$41
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : UNISON-UCG 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$398,772
Expenses. Total of all expenses incurred	2010-12-31	$200
Total plan assets at end of year	2010-12-31	$918,310
Total plan assets at beginning of year	2010-12-31	$519,738
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$225,233
Other income received	2010-12-31	$94,958
Net income (gross income less expenses)	2010-12-31	$398,572
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$918,310
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$519,738
Assets. Value of participant loans	2010-12-31	$21,499
Total contributions received or receivable from employer(s)	2010-12-31	$78,581
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$200

Form 5500 Responses for UNISON-UCG 401(K) PLAN

2014: UNISON-UCG 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2012: UNISON-UCG 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNISON-UCG 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: UNISON-UCG 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNISON CONSULTING, INC.
Employer identification number (EIN):	363648595
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2003-05-23
Company Identification Number:	0800207597
Legal Registered Office Address:	150 N MICHIGAN AVE STE 2930 CHICAGO United States of America (USA) 60601