Logo

1ST UNITED BANK 401(K) P/S PLAN 401k Plan overview

Plan Name1ST UNITED BANK 401(K) P/S PLAN
Plan identification number 002

1ST UNITED BANK 401(K) P/S PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

1ST UNITED BANK has sponsored the creation of one or more 401k plans.

Company Name:1ST UNITED BANK
Employer identification number (EIN):410246205
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 1ST UNITED BANK 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01SUSAN COCHRAN
0022017-01-01SUSAN COCHRAN
0022017-01-01SUSAN COCHRAN
0022016-01-01SUSAN COCHRAN
0022015-01-01DARLA KOSANDA
0022014-01-01DARLA KOSANDA
0022013-01-01DARLA KOSANDA
0022012-01-01DARLA KOSANDA DARLA KOSANDA2013-05-30
0022011-01-01DARLA KOSANDA JEAN LARSON2012-06-25
0022010-01-01DARLA KOSANDA JEAN LARSON2011-06-10

Plan Statistics for 1ST UNITED BANK 401(K) P/S PLAN

401k plan membership statisitcs for 1ST UNITED BANK 401(K) P/S PLAN

Measure Date Value
2022: 1ST UNITED BANK 401(K) P/S PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0136
Total number of active participants reported on line 7a of the Form 55002022-01-0119
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0131
Number of participants with account balances2022-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 1ST UNITED BANK 401(K) P/S PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0139
Total number of active participants reported on line 7a of the Form 55002021-01-0122
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0136
Number of participants with account balances2021-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: 1ST UNITED BANK 401(K) P/S PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0141
Total number of active participants reported on line 7a of the Form 55002020-01-0125
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0139
Number of participants with account balances2020-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 1ST UNITED BANK 401(K) P/S PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0140
Total number of active participants reported on line 7a of the Form 55002019-01-0128
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0141
Number of participants with account balances2019-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 1ST UNITED BANK 401(K) P/S PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0142
Total number of active participants reported on line 7a of the Form 55002018-01-0128
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0140
Number of participants with account balances2018-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 1ST UNITED BANK 401(K) P/S PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0144
Total number of active participants reported on line 7a of the Form 55002017-01-0130
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0142
Number of participants with account balances2017-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 1ST UNITED BANK 401(K) P/S PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0147
Total number of active participants reported on line 7a of the Form 55002016-01-0131
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0144
Number of participants with account balances2016-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: 1ST UNITED BANK 401(K) P/S PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0144
Total number of active participants reported on line 7a of the Form 55002015-01-0138
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0147
Number of participants with account balances2015-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: 1ST UNITED BANK 401(K) P/S PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0142
Total number of active participants reported on line 7a of the Form 55002014-01-0134
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0144
Number of participants with account balances2014-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: 1ST UNITED BANK 401(K) P/S PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0146
Total number of active participants reported on line 7a of the Form 55002013-01-0138
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0142
Number of participants with account balances2013-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: 1ST UNITED BANK 401(K) P/S PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0147
Total number of active participants reported on line 7a of the Form 55002012-01-0141
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0146
Number of participants with account balances2012-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: 1ST UNITED BANK 401(K) P/S PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0147
Total number of active participants reported on line 7a of the Form 55002011-01-0135
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0147
Number of participants with account balances2011-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 1ST UNITED BANK 401(K) P/S PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0150
Total number of active participants reported on line 7a of the Form 55002010-01-0137
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0147
Number of participants with account balances2010-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on 1ST UNITED BANK 401(K) P/S PLAN

Measure Date Value
2022 : 1ST UNITED BANK 401(K) P/S PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-410,667
Expenses. Total of all expenses incurred2022-12-31$371,623
Benefits paid (including direct rollovers)2022-12-31$370,069
Total plan assets at end of year2022-12-31$2,733,033
Total plan assets at beginning of year2022-12-31$3,515,323
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$94,117
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-539,237
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-782,290
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,733,033
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,515,323
Assets. Value of participant loans2022-12-31$52,803
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$34,453
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,554
2021 : 1ST UNITED BANK 401(K) P/S PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$562,611
Expenses. Total of all expenses incurred2021-12-31$467,170
Benefits paid (including direct rollovers)2021-12-31$465,689
Total plan assets at end of year2021-12-31$3,515,323
Total plan assets at beginning of year2021-12-31$3,419,882
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$95,511
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$429,710
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$95,441
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,515,323
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,419,882
Assets. Value of participant loans2021-12-31$41,257
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$37,390
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,481
2020 : 1ST UNITED BANK 401(K) P/S PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$522,594
Expenses. Total of all expenses incurred2020-12-31$767,717
Benefits paid (including direct rollovers)2020-12-31$766,001
Total plan assets at end of year2020-12-31$3,419,882
Total plan assets at beginning of year2020-12-31$3,665,005
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$112,024
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$366,194
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-245,123
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,419,882
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,665,005
Assets. Value of participant loans2020-12-31$51,050
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$44,376
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,716
2019 : 1ST UNITED BANK 401(K) P/S PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$833,380
Expenses. Total of all expenses incurred2019-12-31$35,851
Benefits paid (including direct rollovers)2019-12-31$34,256
Total plan assets at end of year2019-12-31$3,665,005
Total plan assets at beginning of year2019-12-31$2,867,476
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$144,051
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$15,074
Other income received2019-12-31$626,721
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$797,529
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,665,005
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,867,476
Assets. Value of participant loans2019-12-31$100,429
Total contributions received or receivable from employer(s)2019-12-31$47,534
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,595
2018 : 1ST UNITED BANK 401(K) P/S PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-56,780
Expenses. Total of all expenses incurred2018-12-31$288,813
Benefits paid (including direct rollovers)2018-12-31$286,739
Total plan assets at end of year2018-12-31$2,867,476
Total plan assets at beginning of year2018-12-31$3,213,069
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$120,079
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-223,652
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-345,593
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,867,476
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,213,069
Assets. Value of participant loans2018-12-31$136,886
Total contributions received or receivable from employer(s)2018-12-31$46,793
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,074
2017 : 1ST UNITED BANK 401(K) P/S PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$555,778
Expenses. Total of all expenses incurred2017-12-31$19,505
Benefits paid (including direct rollovers)2017-12-31$17,561
Total plan assets at end of year2017-12-31$3,213,069
Total plan assets at beginning of year2017-12-31$2,676,796
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$99,974
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$410,030
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$536,273
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,213,069
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,676,796
Assets. Value of participant loans2017-12-31$101,968
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$45,774
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,944
2016 : 1ST UNITED BANK 401(K) P/S PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$382,702
Expenses. Total of all expenses incurred2016-12-31$552,186
Benefits paid (including direct rollovers)2016-12-31$550,338
Total plan assets at end of year2016-12-31$2,676,796
Total plan assets at beginning of year2016-12-31$2,846,280
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$126,808
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$190,797
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-169,484
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,676,796
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,846,280
Assets. Value of participant loans2016-12-31$73,506
Total contributions received or receivable from employer(s)2016-12-31$65,097
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,848
2015 : 1ST UNITED BANK 401(K) P/S PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$151,011
Expenses. Total of all expenses incurred2015-12-31$76,715
Benefits paid (including direct rollovers)2015-12-31$72,356
Total plan assets at end of year2015-12-31$2,846,280
Total plan assets at beginning of year2015-12-31$2,771,984
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$158,873
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$7,367
Other income received2015-12-31$-70,141
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$74,296
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,846,280
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,771,984
Assets. Value of participant loans2015-12-31$95,981
Total contributions received or receivable from employer(s)2015-12-31$54,912
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$2,800
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,559
2014 : 1ST UNITED BANK 401(K) P/S PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$321,153
Expenses. Total of all expenses incurred2014-12-31$24,453
Benefits paid (including direct rollovers)2014-12-31$23,283
Total plan assets at end of year2014-12-31$2,771,984
Total plan assets at beginning of year2014-12-31$2,475,284
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$131,603
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$1,656
Other income received2014-12-31$140,274
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$296,700
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,771,984
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,475,284
Assets. Value of participant loans2014-12-31$127,730
Total contributions received or receivable from employer(s)2014-12-31$47,620
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,170
2013 : 1ST UNITED BANK 401(K) P/S PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$497,643
Expenses. Total of all expenses incurred2013-12-31$14,363
Benefits paid (including direct rollovers)2013-12-31$12,700
Total plan assets at end of year2013-12-31$2,475,284
Total plan assets at beginning of year2013-12-31$1,992,004
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$106,688
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$21,264
Other income received2013-12-31$323,212
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$483,280
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,475,284
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,992,004
Assets. Value of participant loans2013-12-31$67,164
Total contributions received or receivable from employer(s)2013-12-31$46,479
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,663
2012 : 1ST UNITED BANK 401(K) P/S PLAN 2012 401k financial data
Total income from all sources2012-12-31$308,188
Expenses. Total of all expenses incurred2012-12-31$227,051
Benefits paid (including direct rollovers)2012-12-31$226,206
Total plan assets at end of year2012-12-31$1,992,004
Total plan assets at beginning of year2012-12-31$1,910,867
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$90,696
Contributions received from other sources (not participants or employers)2012-12-31$1,251
Other income received2012-12-31$177,518
Net income (gross income less expenses)2012-12-31$81,137
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,992,004
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,910,867
Assets. Value of participant loans2012-12-31$50,531
Total contributions received or receivable from employer(s)2012-12-31$38,723
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$845
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : 1ST UNITED BANK 401(K) P/S PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$71,925
Expenses. Total of all expenses incurred2011-12-31$24,096
Benefits paid (including direct rollovers)2011-12-31$24,000
Total plan assets at end of year2011-12-31$1,910,867
Total plan assets at beginning of year2011-12-31$1,863,038
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$82,487
Expenses. Other expenses not covered elsewhere2011-12-31$96
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-46,057
Net income (gross income less expenses)2011-12-31$47,829
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,910,867
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,863,038
Assets. Value of participant loans2011-12-31$71,935
Total contributions received or receivable from employer(s)2011-12-31$35,495
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : 1ST UNITED BANK 401(K) P/S PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$353,790
Expenses. Total of all expenses incurred2010-12-31$107,372
Benefits paid (including direct rollovers)2010-12-31$107,248
Total plan assets at end of year2010-12-31$1,863,039
Total plan assets at beginning of year2010-12-31$1,616,621
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$92,746
Expenses. Other expenses not covered elsewhere2010-12-31$124
Contributions received from other sources (not participants or employers)2010-12-31$35,260
Other income received2010-12-31$191,215
Net income (gross income less expenses)2010-12-31$246,418
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,863,039
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,616,621
Assets. Value of participant loans2010-12-31$77,701
Total contributions received or receivable from employer(s)2010-12-31$34,569
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for 1ST UNITED BANK 401(K) P/S PLAN

2022: 1ST UNITED BANK 401(K) P/S PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 1ST UNITED BANK 401(K) P/S PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 1ST UNITED BANK 401(K) P/S PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 1ST UNITED BANK 401(K) P/S PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 1ST UNITED BANK 401(K) P/S PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 1ST UNITED BANK 401(K) P/S PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 1ST UNITED BANK 401(K) P/S PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 1ST UNITED BANK 401(K) P/S PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 1ST UNITED BANK 401(K) P/S PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 1ST UNITED BANK 401(K) P/S PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 1ST UNITED BANK 401(K) P/S PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 1ST UNITED BANK 401(K) P/S PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 1ST UNITED BANK 401(K) P/S PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822538
Policy instance 1
Insurance contract or identification numberGA-822538
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $3,502
Total amount of fees paid to insurance companyUSD $82
Commission paid to Insurance BrokerUSD $3,502
Amount paid for insurance broker fees82
Insurance broker nameSBHU LIFE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822538
Policy instance 1
Insurance contract or identification numberGA-822538
Number of Individuals Covered47
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,714
Total amount of fees paid to insurance companyUSD $101
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822538
Policy instance 1
Insurance contract or identification numberGA-822538
Number of Individuals Covered47
Insurance policy start date2010-07-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $15,755
Total amount of fees paid to insurance companyUSD $25
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,755
Insurance broker organization code?3
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMORGANSTANLEY SMITHBARNEY LLC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1