Plan Name | ULINE, INC. PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ULINE, INC. |
Employer identification number (EIN): | 363684738 |
NAIC Classification: | 454390 |
NAIC Description: | Other Direct Selling Establishments |
Additional information about ULINE, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2002-04-02 |
Company Identification Number: | 0800069935 |
Legal Registered Office Address: |
12575 ULINE DR PLEASANT PR United States of America (USA) 53158 |
More information about ULINE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | MELISSA THOMPSON | |||
001 | 2016-01-01 | PHILLIP GILBERT | |||
001 | 2015-01-01 | MELISSA THOMPSON | MELISSA THOMPSON | 2016-08-10 | |
001 | 2014-01-01 | FRANK UNICK | |||
001 | 2013-01-01 | FRANK UNICK | |||
001 | 2012-01-01 | CINDY BELLUOMINI | FRANK UNICK | 2013-09-30 | |
001 | 2011-01-01 | FRANK UNICK | CINDY BELLUOMINI | 2012-10-05 | |
001 | 2009-01-01 | CINDY BELLUOMINI | FRANK UNICK | 2010-10-07 |
Measure | Date | Value |
---|---|---|
2022: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 8,681 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 7,959 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,405 |
Total of all active and inactive participants | 2022-01-01 | 9,368 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 28 |
Total participants | 2022-01-01 | 9,396 |
Number of participants with account balances | 2022-01-01 | 9,115 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 7,548 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7,341 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,258 |
Total of all active and inactive participants | 2021-01-01 | 8,603 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 27 |
Total participants | 2021-01-01 | 8,630 |
Number of participants with account balances | 2021-01-01 | 8,336 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 7,398 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6,487 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,045 |
Total of all active and inactive participants | 2020-01-01 | 7,532 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 26 |
Total participants | 2020-01-01 | 7,558 |
Number of participants with account balances | 2020-01-01 | 7,309 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 6,799 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5,967 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,393 |
Total of all active and inactive participants | 2019-01-01 | 7,360 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 24 |
Total participants | 2019-01-01 | 7,384 |
Number of participants with account balances | 2019-01-01 | 7,157 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 6,308 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5,556 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,189 |
Total of all active and inactive participants | 2018-01-01 | 6,745 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 18 |
Total participants | 2018-01-01 | 6,763 |
Number of participants with account balances | 2018-01-01 | 6,597 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 5,723 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5,249 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 986 |
Total of all active and inactive participants | 2017-01-01 | 6,235 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 22 |
Total participants | 2017-01-01 | 6,257 |
Number of participants with account balances | 2017-01-01 | 6,097 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 5,044 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4,631 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,035 |
Total of all active and inactive participants | 2016-01-01 | 5,666 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 17 |
Total participants | 2016-01-01 | 5,683 |
Number of participants with account balances | 2016-01-01 | 5,550 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4,405 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4,267 |
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 | 738 |
Total of all active and inactive participants | 2015-01-01 | 5,005 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 16 |
Total participants | 2015-01-01 | 5,021 |
Number of participants with account balances | 2015-01-01 | 4,867 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 3,715 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3,835 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 613 |
Total of all active and inactive participants | 2014-01-01 | 4,448 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 11 |
Total participants | 2014-01-01 | 4,459 |
Number of participants with account balances | 2014-01-01 | 4,235 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 3,164 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3,276 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 378 |
Total of all active and inactive participants | 2013-01-01 | 3,654 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 10 |
Total participants | 2013-01-01 | 3,664 |
Number of participants with account balances | 2013-01-01 | 3,483 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,852 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,888 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 248 |
Total of all active and inactive participants | 2012-01-01 | 3,136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 3,140 |
Number of participants with account balances | 2012-01-01 | 2,938 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2,516 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,602 |
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 | 226 |
Total of all active and inactive participants | 2011-01-01 | 2,828 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 2,830 |
Number of participants with account balances | 2011-01-01 | 2,449 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 31 |
2009: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2,867 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,233 |
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 | 196 |
Total of all active and inactive participants | 2009-01-01 | 2,429 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 2,431 |
Number of participants with account balances | 2009-01-01 | 2,217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 135 |
Measure | Date | Value |
---|---|---|
2022 : ULINE, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $8,493 |
Total income from all sources (including contributions) | 2022-12-31 | $-28,945,726 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $33,238,797 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $32,785,959 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $87,907,569 |
Value of total assets at end of year | 2022-12-31 | $590,757,865 |
Value of total assets at beginning of year | 2022-12-31 | $652,950,881 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $452,838 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $5,087,478 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $5,087,478 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $49,064,409 |
Participant contributions at end of year | 2022-12-31 | $290 |
Participant contributions at beginning of year | 2022-12-31 | $299 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $7,262,293 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $9,255 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $8,493 |
Other income not declared elsewhere | 2022-12-31 | $5,652 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-62,184,523 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $590,757,865 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $652,942,388 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $385,706,641 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $421,613,520 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $202,953,148 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $229,522,836 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-80,525,355 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-41,421,070 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $31,580,867 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,097,786 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,814,226 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $32,776,704 |
Contract administrator fees | 2022-12-31 | $452,838 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY, US LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : ULINE, INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $8,493 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $166,943,718 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $26,907,002 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $26,197,516 |
Value of total corrective distributions | 2021-12-31 | $880 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $82,584,142 |
Value of total assets at end of year | 2021-12-31 | $652,950,881 |
Value of total assets at beginning of year | 2021-12-31 | $512,905,672 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $708,606 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,369,676 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,369,676 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $45,130,917 |
Participant contributions at end of year | 2021-12-31 | $299 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $7,832,942 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $17 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $8,493 |
Administrative expenses (other) incurred | 2021-12-31 | $9,219 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $140,036,716 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $652,942,388 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $512,905,672 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $421,613,520 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $330,311,858 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $229,522,836 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $181,483,301 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $41,578,614 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $38,411,286 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $29,620,283 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,814,226 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,110,513 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $26,197,499 |
Contract administrator fees | 2021-12-31 | $699,387 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : ULINE, INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $142,415,834 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $23,034,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $22,502,289 |
Value of total corrective distributions | 2020-12-31 | $1,067 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $62,210,128 |
Value of total assets at end of year | 2020-12-31 | $512,905,672 |
Value of total assets at beginning of year | 2020-12-31 | $393,524,338 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $531,144 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,400,533 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $3,400,533 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $35,268,276 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,533,991 |
Other income not declared elsewhere | 2020-12-31 | $-26,872 |
Administrative expenses (other) incurred | 2020-12-31 | $531,144 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $119,381,334 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $512,905,672 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $393,524,338 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $330,311,858 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $256,019,539 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $181,483,301 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $136,691,753 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $46,472,913 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $30,359,132 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $23,407,861 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,110,513 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $813,045 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $22,502,289 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : ULINE, INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $120,932,177 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $19,793,463 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $19,317,166 |
Value of total corrective distributions | 2019-12-31 | $1,313 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $49,578,151 |
Value of total assets at end of year | 2019-12-31 | $393,524,338 |
Value of total assets at beginning of year | 2019-12-31 | $292,385,624 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $474,984 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,317,563 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,317,563 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $28,677,756 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,736,529 |
Other income not declared elsewhere | 2019-12-31 | $15,289 |
Administrative expenses (other) incurred | 2019-12-31 | $474,984 |
Total non interest bearing cash at end of year | 2019-12-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $101,138,714 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $393,524,338 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $292,385,624 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $256,019,539 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $188,145,064 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $136,691,753 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $103,486,733 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $42,470,381 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $25,550,793 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $19,163,866 |
Employer contributions (assets) at end of year | 2019-12-31 | $813,045 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $753,827 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $19,317,166 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |
2018 : ULINE, INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $35,726,920 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $14,555,561 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $14,161,111 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $48,633,145 |
Value of total assets at end of year | 2018-12-31 | $292,385,624 |
Value of total assets at beginning of year | 2018-12-31 | $271,214,265 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $394,450 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,619,085 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,619,085 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $27,641,569 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,970,174 |
Other income not declared elsewhere | 2018-12-31 | $1,403 |
Administrative expenses (other) incurred | 2018-12-31 | $394,450 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $4 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $21,171,359 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $292,385,624 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $271,214,265 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $188,145,064 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $175,912,101 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $103,486,733 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $94,692,189 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-13,725,981 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,800,732 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $19,021,402 |
Employer contributions (assets) at end of year | 2018-12-31 | $753,827 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $609,971 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $14,161,111 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2018-12-31 | 390859910 |
2017 : ULINE, INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $82,887,095 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $14,092,384 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $13,727,903 |
Value of total corrective distributions | 2017-12-31 | $18,415 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $42,209,450 |
Value of total assets at end of year | 2017-12-31 | $271,214,265 |
Value of total assets at beginning of year | 2017-12-31 | $202,419,554 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $346,066 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,145,903 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,145,903 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $22,583,131 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $3,741,387 |
Other income not declared elsewhere | 2017-12-31 | $17,732 |
Administrative expenses (other) incurred | 2017-12-31 | $346,066 |
Total non interest bearing cash at end of year | 2017-12-31 | $4 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $68,794,711 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $271,214,265 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $202,419,554 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $175,912,101 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $100,071,618 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $94,692,189 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $101,911,853 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $21,289,556 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $17,224,454 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $15,884,932 |
Employer contributions (assets) at end of year | 2017-12-31 | $609,971 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $436,083 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $13,727,903 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2017-12-31 | 390859910 |
2016 : ULINE, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $44,186,575 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $9,029,461 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,803,548 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $31,463,907 |
Value of total assets at end of year | 2016-12-31 | $202,419,554 |
Value of total assets at beginning of year | 2016-12-31 | $167,262,440 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $225,913 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,132,071 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,132,071 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $17,870,135 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $2,501,750 |
Other income not declared elsewhere | 2016-12-31 | $84,935 |
Administrative expenses (other) incurred | 2016-12-31 | $225,913 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $35,157,114 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $202,419,554 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $167,262,440 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $100,071,618 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $111,491,011 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $101,911,853 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $55,477,912 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $6,238,167 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $5,267,495 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $11,092,022 |
Employer contributions (assets) at end of year | 2016-12-31 | $436,083 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $293,517 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $8,803,548 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2016-12-31 | 390859910 |
2015 : ULINE, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $27,875,265 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $9,666,715 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $9,476,962 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $28,071,497 |
Value of total assets at end of year | 2015-12-31 | $167,262,440 |
Value of total assets at beginning of year | 2015-12-31 | $149,053,890 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $189,753 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,081,146 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,081,146 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $15,677,598 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,511,386 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $189,753 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $4,242 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $18,208,550 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $167,262,440 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $149,053,890 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $111,491,011 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $102,001,742 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $55,477,912 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $46,776,543 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,800,273 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $522,895 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $9,882,513 |
Employer contributions (assets) at end of year | 2015-12-31 | $293,517 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $271,363 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $9,476,962 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2015-12-31 | 390859910 |
2014 : ULINE, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $30,317,709 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $7,568,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $7,450,463 |
Value of total corrective distributions | 2014-12-31 | $1,194 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $23,113,200 |
Value of total assets at end of year | 2014-12-31 | $149,053,890 |
Value of total assets at beginning of year | 2014-12-31 | $126,305,008 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $117,170 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,009,491 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,009,491 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $13,259,529 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,311,166 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $117,170 |
Total non interest bearing cash at end of year | 2014-12-31 | $4,242 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $22,748,882 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $149,053,890 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $126,305,008 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $102,001,742 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $113,271,420 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $46,776,543 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $12,849,641 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $4,069,655 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,125,363 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $8,542,505 |
Employer contributions (assets) at end of year | 2014-12-31 | $271,363 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $183,947 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $7,450,463 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2014-12-31 | 390859910 |
2013 : ULINE, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
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 | $1,445 |
Total income from all sources (including contributions) | 2013-12-31 | $40,600,165 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $6,050,462 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,976,030 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $17,924,779 |
Value of total assets at end of year | 2013-12-31 | $126,305,008 |
Value of total assets at beginning of year | 2013-12-31 | $91,756,750 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $74,432 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,145,095 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,145,095 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $10,155,743 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,247,177 |
Administrative expenses (other) incurred | 2013-12-31 | $74,432 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $34,549,703 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $126,305,008 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $91,755,305 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $113,271,420 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $91,621,990 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $12,849,641 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $21,365,579 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $164,712 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $6,521,859 |
Employer contributions (assets) at end of year | 2013-12-31 | $183,947 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $134,760 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,976,030 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $1,445 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2013-12-31 | 363684738 |
2012 : ULINE, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,445 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $98,413 |
Total income from all sources (including contributions) | 2012-12-31 | $25,112,708 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,740,269 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,696,815 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $15,665,835 |
Value of total assets at end of year | 2012-12-31 | $91,756,750 |
Value of total assets at beginning of year | 2012-12-31 | $70,481,279 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $43,454 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $873,993 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $873,993 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $8,699,530 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,323,146 |
Administrative expenses (other) incurred | 2012-12-31 | $43,454 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $21,372,439 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $91,755,305 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $70,382,866 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $91,621,990 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $65,788,734 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $8,572,880 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $5,643,159 |
Employer contributions (assets) at end of year | 2012-12-31 | $134,760 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $4,692,545 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,696,815 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $1,445 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $98,413 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2012-12-31 | 390859910 |
2011 : ULINE, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $98,413 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $122,595 |
Total income from all sources (including contributions) | 2011-12-31 | $13,529,608 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,928,878 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,822,430 |
Value of total corrective distributions | 2011-12-31 | $98,413 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $13,040,624 |
Value of total assets at end of year | 2011-12-31 | $70,481,279 |
Value of total assets at beginning of year | 2011-12-31 | $59,904,731 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,035 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $684,128 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $684,128 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $7,554,479 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $793,600 |
Administrative expenses (other) incurred | 2011-12-31 | $8,035 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $10,600,730 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $70,382,866 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $59,782,136 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $65,788,734 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $55,898,121 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-195,144 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $4,692,545 |
Employer contributions (assets) at end of year | 2011-12-31 | $4,692,545 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $4,006,610 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,822,430 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $98,413 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $122,595 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2011-12-31 | 390859910 |
2010 : ULINE, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $122,595 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $21,984 |
Total income from all sources (including contributions) | 2010-12-31 | $17,342,982 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,162,302 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,010,698 |
Value of total corrective distributions | 2010-12-31 | $127,439 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $10,357,783 |
Value of total assets at end of year | 2010-12-31 | $59,904,731 |
Value of total assets at beginning of year | 2010-12-31 | $45,623,440 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $24,165 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $405,866 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $405,866 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $6,273,855 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $76,463 |
Other income not declared elsewhere | 2010-12-31 | $18,471 |
Administrative expenses (other) incurred | 2010-12-31 | $24,165 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $14,180,680 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $59,782,136 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $45,601,456 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $55,898,121 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $41,953,073 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $6,560,862 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $4,007,465 |
Employer contributions (assets) at end of year | 2010-12-31 | $4,006,610 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $3,670,367 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,010,698 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $122,595 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $21,984 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2010-12-31 | 390758449 |
2009 : ULINE, INC. PROFIT SHARING PLAN AND TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ULINE, INC. PROFIT SHARING PLAN AND TRUST 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 |
2013: ULINE, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ULINE, INC. PROFIT SHARING PLAN AND TRUST 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 is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ULINE, INC. PROFIT SHARING PLAN AND TRUST 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 is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ULINE, INC. PROFIT SHARING PLAN AND TRUST 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 |