| Plan Name | UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | UNICO GROUP, INC. |
| Employer identification number (EIN): | 470719624 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about UNICO GROUP, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1997-06-26 |
| Company Identification Number: | P97000056417 |
| Legal Registered Office Address: |
8340 N.E. 2ND AVENUE MIAMI 33138 |
More information about UNICO GROUP, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2021-10-01 | ||||
| 002 | 2021-10-01 | NEAL LYONS | |||
| 002 | 2020-10-01 | ||||
| 002 | 2019-10-01 | ||||
| 002 | 2018-10-01 | ||||
| 002 | 2017-10-01 | ||||
| 002 | 2016-10-01 | NEAL LYONS | NEAL LYONS | 2018-04-30 | |
| 002 | 2015-10-01 | NEAL LYONS | NEAL LYONS | 2017-03-14 | |
| 002 | 2014-10-01 | NEAL LYONS | NEAL LYONS | 2016-04-20 | |
| 002 | 2013-10-01 | NEAL LYONS | NEAL LYONS | 2015-04-21 | |
| 002 | 2012-10-01 | NEAL LYONS | NEAL LYONS | 2014-04-17 | |
| 002 | 2011-10-01 | SANDRA MASTERS | SANDRA MASTERS | 2013-07-10 | |
| 002 | 2010-10-01 | ROBERT REYNOLDSON | ROBERT REYNOLDSON | 2012-06-07 | |
| 002 | 2009-10-01 | ROBERT REYNOLDSON | ROBERT REYNOLDSON | 2011-07-26 | |
| 002 | 2009-10-01 | ROBERT REYNOLDSON | ROBERT REYNOLDSON | 2011-07-26 | |
| 002 | 2009-10-01 | ROBERT REYNOLDSON | ROBERT REYNOLDSON | 2011-07-26 | |
| 002 | 2008-10-01 |
| Measure | Date | Value |
|---|---|---|
| 2022 : UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
| Transfers to/from the plan | 2022-09-30 | $0 |
| Total plan liabilities at end of year | 2022-09-30 | $0 |
| Total plan liabilities at beginning of year | 2022-09-30 | $0 |
| Total income from all sources | 2022-09-30 | $1,043,377 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $16,014,666 |
| Benefits paid (including direct rollovers) | 2022-09-30 | $15,975,630 |
| Total plan assets at end of year | 2022-09-30 | $0 |
| Total plan assets at beginning of year | 2022-09-30 | $14,971,289 |
| Value of fidelity bond covering the plan | 2022-09-30 | $5,000,000 |
| Total contributions received or receivable from participants | 2022-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-09-30 | $2,283 |
| Contributions received from other sources (not participants or employers) | 2022-09-30 | $0 |
| Other income received | 2022-09-30 | $1,043,377 |
| Noncash contributions received | 2022-09-30 | $0 |
| Net income (gross income less expenses) | 2022-09-30 | $-14,971,289 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $14,971,289 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2022-09-30 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2022-09-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2022-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2022-09-30 | $0 |
| Value of corrective distributions | 2022-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $36,753 |
| 2021 : UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
| Transfers to/from the plan | 2021-09-30 | $0 |
| Total plan liabilities at end of year | 2021-09-30 | $0 |
| Total plan liabilities at beginning of year | 2021-09-30 | $0 |
| Total income from all sources | 2021-09-30 | $3,397,333 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $1,577,966 |
| Benefits paid (including direct rollovers) | 2021-09-30 | $1,544,020 |
| Total plan assets at end of year | 2021-09-30 | $14,971,289 |
| Total plan assets at beginning of year | 2021-09-30 | $13,151,922 |
| Value of fidelity bond covering the plan | 2021-09-30 | $5,000,000 |
| Total contributions received or receivable from participants | 2021-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-09-30 | $25 |
| Contributions received from other sources (not participants or employers) | 2021-09-30 | $0 |
| Other income received | 2021-09-30 | $3,178,933 |
| Noncash contributions received | 2021-09-30 | $0 |
| Net income (gross income less expenses) | 2021-09-30 | $1,819,367 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $14,971,289 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $13,151,922 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2021-09-30 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2021-09-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-09-30 | $0 |
| Assets. Value of employer securities | 2021-09-30 | $9,744,070 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $218,400 |
| Value of certain deemed distributions of participant loans | 2021-09-30 | $0 |
| Value of corrective distributions | 2021-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $33,921 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $1,128,490 |
| 2020 : UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
| Transfers to/from the plan | 2020-09-30 | $0 |
| Total plan liabilities at end of year | 2020-09-30 | $0 |
| Total plan liabilities at beginning of year | 2020-09-30 | $0 |
| Total income from all sources | 2020-09-30 | $2,428,256 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $153,330 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $135,008 |
| Total plan assets at end of year | 2020-09-30 | $13,151,922 |
| Total plan assets at beginning of year | 2020-09-30 | $10,876,996 |
| Value of fidelity bond covering the plan | 2020-09-30 | $5,000,000 |
| Total contributions received or receivable from participants | 2020-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-09-30 | $10 |
| Contributions received from other sources (not participants or employers) | 2020-09-30 | $0 |
| Other income received | 2020-09-30 | $2,264,750 |
| Noncash contributions received | 2020-09-30 | $0 |
| Net income (gross income less expenses) | 2020-09-30 | $2,274,926 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $13,151,922 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $10,876,996 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2020-09-30 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2020-09-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-09-30 | $0 |
| Assets. Value of employer securities | 2020-09-30 | $9,190,699 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $163,506 |
| Value of certain deemed distributions of participant loans | 2020-09-30 | $0 |
| Value of corrective distributions | 2020-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $18,312 |
| 2019 : UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
| Transfers to/from the plan | 2019-09-30 | $0 |
| Total plan liabilities at end of year | 2019-09-30 | $0 |
| Total plan liabilities at beginning of year | 2019-09-30 | $0 |
| Total income from all sources | 2019-09-30 | $1,589,733 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $3,384,821 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $3,364,084 |
| Total plan assets at end of year | 2019-09-30 | $10,876,995 |
| Total plan assets at beginning of year | 2019-09-30 | $12,672,083 |
| Value of fidelity bond covering the plan | 2019-09-30 | $5,000,000 |
| Total contributions received or receivable from participants | 2019-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-09-30 | $40 |
| Contributions received from other sources (not participants or employers) | 2019-09-30 | $0 |
| Other income received | 2019-09-30 | $1,412,667 |
| Noncash contributions received | 2019-09-30 | $0 |
| Net income (gross income less expenses) | 2019-09-30 | $-1,795,088 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $10,876,995 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $12,672,083 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2019-09-30 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2019-09-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $177,066 |
| Value of certain deemed distributions of participant loans | 2019-09-30 | $0 |
| Value of corrective distributions | 2019-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $20,697 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $1,120,297 |
| 2018 : UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $136,269 |
| 2017 : UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
| Transfers to/from the plan | 2017-09-30 | $0 |
| Total plan liabilities at end of year | 2017-09-30 | $0 |
| Total plan liabilities at beginning of year | 2017-09-30 | $0 |
| Total income from all sources | 2017-09-30 | $1,129,357 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $47,391 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $30,476 |
| Total plan assets at end of year | 2017-09-30 | $11,119,000 |
| Total plan assets at beginning of year | 2017-09-30 | $10,037,034 |
| Value of fidelity bond covering the plan | 2017-09-30 | $5,000,000 |
| Total contributions received or receivable from participants | 2017-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-09-30 | $0 |
| Other income received | 2017-09-30 | $1,029,357 |
| Noncash contributions received | 2017-09-30 | $0 |
| Net income (gross income less expenses) | 2017-09-30 | $1,081,966 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $11,119,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $10,037,034 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2017-09-30 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2017-09-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-09-30 | $0 |
| Assets. Value of employer securities | 2017-09-30 | $6,803,309 |
| Total contributions received or receivable from employer(s) | 2017-09-30 | $100,000 |
| Value of certain deemed distributions of participant loans | 2017-09-30 | $0 |
| Value of corrective distributions | 2017-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $16,915 |
| 2016 : UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
| Transfers to/from the plan | 2016-09-30 | $0 |
| Total plan liabilities at end of year | 2016-09-30 | $0 |
| Total plan liabilities at beginning of year | 2016-09-30 | $0 |
| Total income from all sources | 2016-09-30 | $1,401,257 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $385,970 |
| Benefits paid (including direct rollovers) | 2016-09-30 | $383,465 |
| Total plan assets at end of year | 2016-09-30 | $10,037,034 |
| Total plan assets at beginning of year | 2016-09-30 | $9,021,747 |
| Value of fidelity bond covering the plan | 2016-09-30 | $5,000,000 |
| Total contributions received or receivable from participants | 2016-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-09-30 | $0 |
| Other income received | 2016-09-30 | $1,171,883 |
| Noncash contributions received | 2016-09-30 | $0 |
| Net income (gross income less expenses) | 2016-09-30 | $1,015,287 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $10,037,034 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $9,021,747 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2016-09-30 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2016-09-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-09-30 | $0 |
| Assets. Value of employer securities | 2016-09-30 | $6,397,635 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $229,374 |
| Value of certain deemed distributions of participant loans | 2016-09-30 | $0 |
| Value of corrective distributions | 2016-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $2,505 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $225,428 |
| 2015 : UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
| Transfers to/from the plan | 2015-09-30 | $0 |
| Total plan liabilities at end of year | 2015-09-30 | $0 |
| Total plan liabilities at beginning of year | 2015-09-30 | $0 |
| Total income from all sources | 2015-09-30 | $1,786,628 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $2,026,488 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $2,023,676 |
| Total plan assets at end of year | 2015-09-30 | $9,021,747 |
| Total plan assets at beginning of year | 2015-09-30 | $9,261,607 |
| Value of fidelity bond covering the plan | 2015-09-30 | $5,000,000 |
| Total contributions received or receivable from participants | 2015-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-09-30 | $0 |
| Other income received | 2015-09-30 | $1,564,377 |
| Noncash contributions received | 2015-09-30 | $0 |
| Net income (gross income less expenses) | 2015-09-30 | $-239,860 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $9,021,747 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $9,261,607 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2015-09-30 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2015-09-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-09-30 | $0 |
| Assets. Value of employer securities | 2015-09-30 | $6,122,669 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $222,251 |
| Value of certain deemed distributions of participant loans | 2015-09-30 | $0 |
| Value of corrective distributions | 2015-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $2,812 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
| 2014 : UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
| Transfers to/from the plan | 2014-09-30 | $0 |
| Total plan liabilities at end of year | 2014-09-30 | $0 |
| Total plan liabilities at beginning of year | 2014-09-30 | $0 |
| Total income from all sources | 2014-09-30 | $1,189,342 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $4,329 |
| Benefits paid (including direct rollovers) | 2014-09-30 | $1,102 |
| Total plan assets at end of year | 2014-09-30 | $9,261,607 |
| Total plan assets at beginning of year | 2014-09-30 | $8,076,594 |
| Value of fidelity bond covering the plan | 2014-09-30 | $5,000,000 |
| Total contributions received or receivable from participants | 2014-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-09-30 | $0 |
| Other income received | 2014-09-30 | $1,057,807 |
| Noncash contributions received | 2014-09-30 | $0 |
| Net income (gross income less expenses) | 2014-09-30 | $1,185,013 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $9,261,607 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $8,076,594 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2014-09-30 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2014-09-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-09-30 | $0 |
| Assets. Value of employer securities | 2014-09-30 | $5,023,921 |
| Total contributions received or receivable from employer(s) | 2014-09-30 | $131,535 |
| Value of certain deemed distributions of participant loans | 2014-09-30 | $0 |
| Value of corrective distributions | 2014-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $3,227 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
| 2013 : UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
| Transfers to/from the plan | 2013-09-30 | $0 |
| Total plan liabilities at end of year | 2013-09-30 | $0 |
| Total plan liabilities at beginning of year | 2013-09-30 | $41,091 |
| Total income from all sources | 2013-09-30 | $1,114,437 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $281,190 |
| Benefits paid (including direct rollovers) | 2013-09-30 | $279,550 |
| Total plan assets at end of year | 2013-09-30 | $8,076,594 |
| Total plan assets at beginning of year | 2013-09-30 | $7,284,438 |
| Value of fidelity bond covering the plan | 2013-09-30 | $5,000,000 |
| Total contributions received or receivable from participants | 2013-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-09-30 | $0 |
| Other income received | 2013-09-30 | $1,016,437 |
| Noncash contributions received | 2013-09-30 | $0 |
| Net income (gross income less expenses) | 2013-09-30 | $833,247 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $8,076,594 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $7,243,347 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2013-09-30 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2013-09-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-09-30 | $0 |
| Assets. Value of employer securities | 2013-09-30 | $4,515,192 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $98,000 |
| Value of certain deemed distributions of participant loans | 2013-09-30 | $0 |
| Value of corrective distributions | 2013-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $1,640 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
| 2012 : UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
| Transfers to/from the plan | 2012-09-30 | $0 |
| Total plan liabilities at end of year | 2012-09-30 | $0 |
| Total plan liabilities at beginning of year | 2012-09-30 | $0 |
| Total income from all sources | 2012-09-30 | $1,249,088 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $770,502 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $770,502 |
| Total plan assets at end of year | 2012-09-30 | $7,284,438 |
| Total plan assets at beginning of year | 2012-09-30 | $6,805,853 |
| Value of fidelity bond covering the plan | 2012-09-30 | $3,000,000 |
| Total contributions received or receivable from participants | 2012-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-09-30 | $0 |
| Other income received | 2012-09-30 | $1,249,088 |
| Noncash contributions received | 2012-09-30 | $0 |
| Net income (gross income less expenses) | 2012-09-30 | $478,586 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $7,284,438 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $6,805,853 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2012-09-30 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2012-09-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-09-30 | $0 |
| Assets. Value of employer securities | 2012-09-30 | $4,773,207 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2012-09-30 | $0 |
| Value of corrective distributions | 2012-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
| 2011 : UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-09-30 | $586,900 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $101,422 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $101,422 |
| Total plan assets at end of year | 2011-09-30 | $6,805,853 |
| Total plan assets at beginning of year | 2011-09-30 | $6,320,375 |
| Value of fidelity bond covering the plan | 2011-09-30 | $250,000 |
| Other income received | 2011-09-30 | $486,900 |
| Net income (gross income less expenses) | 2011-09-30 | $485,478 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $6,805,853 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $6,320,375 |
| Assets. Value of employer securities | 2011-09-30 | $4,328,519 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $100,000 |
| 2010 : UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
| 2021: UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
|---|---|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | This submission is the final filing | Yes |
| 2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-10-01 | Plan is a collectively bargained plan | No |
| 2021-10-01 | Plan funding arrangement – Trust | Yes |
| 2021-10-01 | Plan benefit arrangement - Trust | Yes |
| 2020: UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | This submission is the final filing | No |
| 2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-10-01 | Plan is a collectively bargained plan | No |
| 2020-10-01 | Plan funding arrangement – Trust | Yes |
| 2020-10-01 | Plan benefit arrangement - Trust | Yes |
| 2019: UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | This submission is the final filing | No |
| 2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-10-01 | Plan is a collectively bargained plan | No |
| 2019-10-01 | Plan funding arrangement – Trust | Yes |
| 2019-10-01 | Plan benefit arrangement - Trust | Yes |
| 2018: UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | This submission is the final filing | No |
| 2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-10-01 | Plan is a collectively bargained plan | No |
| 2018-10-01 | Plan funding arrangement – Trust | Yes |
| 2018-10-01 | Plan benefit arrangement - Trust | Yes |
| 2017: UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | This submission is the final filing | No |
| 2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-10-01 | Plan is a collectively bargained plan | No |
| 2017-10-01 | Plan funding arrangement – Trust | Yes |
| 2017-10-01 | Plan benefit arrangement - Trust | Yes |
| 2016: UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | This submission is the final filing | No |
| 2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-10-01 | Plan is a collectively bargained plan | No |
| 2016-10-01 | Plan funding arrangement – Trust | Yes |
| 2016-10-01 | Plan benefit arrangement - Trust | Yes |
| 2015: UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | This submission is the final filing | No |
| 2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-10-01 | Plan is a collectively bargained plan | No |
| 2015-10-01 | Plan funding arrangement – Trust | Yes |
| 2015-10-01 | Plan benefit arrangement - Trust | Yes |
| 2014: UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | This submission is the final filing | No |
| 2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-10-01 | Plan is a collectively bargained plan | No |
| 2014-10-01 | Plan funding arrangement – Trust | Yes |
| 2014-10-01 | Plan benefit arrangement - Trust | Yes |
| 2013: UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Submission has been amended | Yes |
| 2013-10-01 | This submission is the final filing | No |
| 2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-10-01 | Plan is a collectively bargained plan | No |
| 2013-10-01 | Plan funding arrangement – Trust | Yes |
| 2013-10-01 | Plan benefit arrangement - Trust | Yes |
| 2012: UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | This submission is the final filing | No |
| 2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-10-01 | Plan is a collectively bargained plan | No |
| 2012-10-01 | Plan funding arrangement – Trust | Yes |
| 2012-10-01 | Plan benefit arrangement - Trust | Yes |
| 2011: UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | This submission is the final filing | No |
| 2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-10-01 | Plan is a collectively bargained plan | No |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2010: UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses | ||
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Submission has been amended | No |
| 2010-10-01 | This submission is the final filing | No |
| 2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-10-01 | Plan is a collectively bargained plan | No |
| 2010-10-01 | Plan funding arrangement – Trust | Yes |
| 2010-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | Yes |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| 2008: UNICO GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses | ||
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | No |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |