401k Plan data: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN plan

UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN
Plan identification number	005

UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

BENEFIT ADVISORS INC has sponsored the creation of one or more 401k plans.

Company Name: BENEFIT ADVISORS INC

Employer identification number (EIN): 383558012

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Additional information about BENEFIT ADVISORS INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 113875

More information about BENEFIT ADVISORS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2019-01-01 THOMAS HAYDEN 2020-10-15 THOMAS HAYDEN 2020-10-15
005 2018-01-01 THOMAS HAYDEN 2019-10-14 THOMAS HAYDEN 2019-10-14
005 2017-01-01 THOMAS HAYDEN 2018-10-15 THOMAS HAYDEN 2018-10-15
005 2013-01-01 THOMAS HAYDEN
005 2012-01-01 THOMAS HAYDEN
005 2011-01-01 THOMAS HAYDEN THOMAS HAYDEN 2012-10-15
005 2010-01-01 THOMAS HAYDEN THOMAS HAYDEN 2011-10-16
005 2009-01-01 THOMAS HAYDEN THOMAS HAYDEN 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2019-01-01	THOMAS HAYDEN	2020-10-15	THOMAS HAYDEN	2020-10-15
005	2018-01-01	THOMAS HAYDEN	2019-10-14	THOMAS HAYDEN	2019-10-14
005	2017-01-01	THOMAS HAYDEN	2018-10-15	THOMAS HAYDEN	2018-10-15
005	2013-01-01	THOMAS HAYDEN
005	2012-01-01	THOMAS HAYDEN
005	2011-01-01	THOMAS HAYDEN		THOMAS HAYDEN	2012-10-15
005	2010-01-01	THOMAS HAYDEN		THOMAS HAYDEN	2011-10-16
005	2009-01-01	THOMAS HAYDEN		THOMAS HAYDEN	2011-10-17

Plan Statistics for UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2013: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$21,743
Expenses. Total of all expenses incurred	2013-12-31	$1,295
Total plan assets at end of year	2013-12-31	$372,767
Total plan assets at beginning of year	2013-12-31	$352,319
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$4,647
Other income received	2013-12-31	$17,096
Net income (gross income less expenses)	2013-12-31	$20,448
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$372,767
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$352,319
Assets. Value of participant loans	2013-12-31	$51,940
Assets. Value of real-estate (other than employer real property)	2013-12-31	$156,526
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,295
2012 : UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$40,539
Expenses. Total of all expenses incurred	2012-12-31	$1,246
Total plan assets at end of year	2012-12-31	$352,319
Total plan assets at beginning of year	2012-12-31	$313,026
Value of fidelity bond covering the plan	2012-12-31	$25,000
Total contributions received or receivable from participants	2012-12-31	$5,832
Other income received	2012-12-31	$34,707
Net income (gross income less expenses)	2012-12-31	$39,293
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$352,319
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$313,026
Assets. Value of participant loans	2012-12-31	$54,196
Assets. Value of real-estate (other than employer real property)	2012-12-31	$159,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,246
2011 : UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$7,637
Expenses. Total of all expenses incurred	2011-12-31	$1,481
Total plan assets at end of year	2011-12-31	$313,026
Total plan assets at beginning of year	2011-12-31	$306,870
Value of fidelity bond covering the plan	2011-12-31	$25,000
Total contributions received or receivable from participants	2011-12-31	$4,202
Other income received	2011-12-31	$3,435
Net income (gross income less expenses)	2011-12-31	$6,156
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$313,026
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$306,870
Assets. Value of participant loans	2011-12-31	$42,566
Assets. Value of real-estate (other than employer real property)	2011-12-31	$144,368
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,481
2010 : UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$26,767
Expenses. Total of all expenses incurred	2010-12-31	$2,615
Benefits paid (including direct rollovers)	2010-12-31	$1,696
Total plan assets at end of year	2010-12-31	$306,870
Total plan assets at beginning of year	2010-12-31	$282,718
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$4,552
Other income received	2010-12-31	$22,215
Net income (gross income less expenses)	2010-12-31	$24,152
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$306,870
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$282,718
Assets. Value of participant loans	2010-12-31	$43,630
Assets. Value of real-estate (other than employer real property)	2010-12-31	$62,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$919

Form 5500 Responses for UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN

2013: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UBS PAINEWEBBER STANDARDIZED 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BENEFIT ADVISORS INC
Employer identification number (EIN):	383558012
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	113875