Logo

UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameUNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

UNITED EXCEL CORPORATION 401(K) PROFIT SHARING 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

STRUCTSURE PROJECTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:STRUCTSURE PROJECTS, INC.
Employer identification number (EIN):481148220
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about STRUCTSURE PROJECTS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2006-02-27
Company Identification Number: 0800618857
Legal Registered Office Address: 903 E 104TH ST STE 130

KANSAS CITY
United States of America (USA)
64131

More information about STRUCTSURE PROJECTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JAMIE HOOVER
0012023-01-01
0012023-01-01JAMIE HOOVER
0012022-01-01
0012022-01-01JAMIE HOOVER
0012021-01-01
0012021-01-01JAMIE HOOVER
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01VICKIE WALKER VICKIE WALKER2018-10-15
0012017-01-01VICKIE WALKER VICKIE WALKER2019-01-08

Financial Data on UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,540,535
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$807,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$769,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$818,543
Value of total assets at end of year2023-12-31$4,828,322
Value of total assets at beginning of year2023-12-31$4,095,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$38,074
Total interest from all sources2023-12-31$4,704
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,937
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$595,984
Participant contributions at end of year2023-12-31$50,730
Participant contributions at beginning of year2023-12-31$63,473
Participant contributions at end of year2023-12-31$15,248
Participant contributions at beginning of year2023-12-31$10,504
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$131,981
Other income not declared elsewhere2023-12-31$795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$732,915
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,828,322
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,095,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$258,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$197,235
Value of interest in pooled separate accounts at end of year2023-12-31$803,413
Value of interest in pooled separate accounts at beginning of year2023-12-31$520,016
Interest on participant loans2023-12-31$3,806
Interest earned on other investments2023-12-31$898
Value of interest in common/collective trusts at end of year2023-12-31$3,638,763
Value of interest in common/collective trusts at beginning of year2023-12-31$3,260,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$56,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$43,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$24,325
Net investment gain/loss from pooled separate accounts2023-12-31$130,864
Net investment gain or loss from common/collective trusts2023-12-31$557,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$90,578
Employer contributions (assets) at end of year2023-12-31$5,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$769,546
Contract administrator fees2023-12-31$38,074
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS P.C.
Accountancy firm EIN2023-12-31431947695
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,540,535
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$807,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$769,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$818,543
Value of total assets at end of year2023-01-01$4,828,322
Value of total assets at beginning of year2023-01-01$4,095,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$38,074
Total interest from all sources2023-01-01$4,704
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$3,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$3,937
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$2,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$595,984
Participant contributions at end of year2023-01-01$50,730
Participant contributions at beginning of year2023-01-01$63,473
Participant contributions at end of year2023-01-01$15,248
Participant contributions at beginning of year2023-01-01$10,504
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$131,981
Other income not declared elsewhere2023-01-01$795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$732,915
Value of net assets at end of year (total assets less liabilities)2023-01-01$4,828,322
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$4,095,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$258,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$197,235
Value of interest in pooled separate accounts at end of year2023-01-01$803,413
Value of interest in pooled separate accounts at beginning of year2023-01-01$520,016
Interest on participant loans2023-01-01$3,806
Interest earned on other investments2023-01-01$898
Value of interest in common/collective trusts at end of year2023-01-01$3,638,763
Value of interest in common/collective trusts at beginning of year2023-01-01$3,260,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$56,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$43,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$24,325
Net investment gain/loss from pooled separate accounts2023-01-01$130,864
Net investment gain or loss from common/collective trusts2023-01-01$557,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$90,578
Employer contributions (assets) at end of year2023-01-01$5,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$769,546
Contract administrator fees2023-01-01$38,074
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CBIZ CPAS P.C.
Accountancy firm EIN2023-01-01431947695
2022 : UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$2,358
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$242,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$207,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$780,340
Value of total assets at end of year2022-12-31$4,095,407
Value of total assets at beginning of year2022-12-31$4,335,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,500
Total interest from all sources2022-12-31$4,316
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,126
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$476,204
Participant contributions at end of year2022-12-31$63,473
Participant contributions at beginning of year2022-12-31$49,425
Participant contributions at end of year2022-12-31$10,504
Participant contributions at beginning of year2022-12-31$10,270
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$219,906
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,888
Other income not declared elsewhere2022-12-31$885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-239,989
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,095,407
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,335,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$197,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$280,722
Value of interest in pooled separate accounts at end of year2022-12-31$520,016
Value of interest in pooled separate accounts at beginning of year2022-12-31$439,388
Interest on participant loans2022-12-31$3,749
Interest earned on other investments2022-12-31$567
Value of interest in common/collective trusts at end of year2022-12-31$3,260,244
Value of interest in common/collective trusts at beginning of year2022-12-31$3,527,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$43,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$27,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-75,797
Net investment gain/loss from pooled separate accounts2022-12-31$-83,376
Net investment gain or loss from common/collective trusts2022-12-31$-627,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$84,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$204,959
Contract administrator fees2022-12-31$34,500
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$2,358
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$242,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$207,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$780,340
Value of total assets at end of year2022-01-01$4,095,407
Value of total assets at beginning of year2022-01-01$4,335,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$34,500
Total interest from all sources2022-01-01$4,316
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$3,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$3,126
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$2,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$476,204
Participant contributions at end of year2022-01-01$63,473
Participant contributions at beginning of year2022-01-01$49,425
Participant contributions at end of year2022-01-01$10,504
Participant contributions at beginning of year2022-01-01$10,270
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$219,906
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$2,888
Other income not declared elsewhere2022-01-01$885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-239,989
Value of net assets at end of year (total assets less liabilities)2022-01-01$4,095,407
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$4,335,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$197,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$280,722
Value of interest in pooled separate accounts at end of year2022-01-01$520,016
Value of interest in pooled separate accounts at beginning of year2022-01-01$439,388
Interest on participant loans2022-01-01$3,749
Interest earned on other investments2022-01-01$567
Value of interest in common/collective trusts at end of year2022-01-01$3,260,244
Value of interest in common/collective trusts at beginning of year2022-01-01$3,527,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$43,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$27,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-75,797
Net investment gain/loss from pooled separate accounts2022-01-01$-83,376
Net investment gain or loss from common/collective trusts2022-01-01$-627,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$84,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$204,959
Contract administrator fees2022-01-01$34,500
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-01-01431947695
2021 : UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$1,144,107
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$550,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$516,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$566,730
Value of total assets at end of year2021-12-31$4,335,396
Value of total assets at beginning of year2021-12-31$3,741,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$34,164
Total interest from all sources2021-12-31$2,462
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,911
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$447,850
Participant contributions at end of year2021-12-31$49,425
Participant contributions at beginning of year2021-12-31$14,550
Participant contributions at end of year2021-12-31$10,270
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$34,320
Other income not declared elsewhere2021-12-31$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$593,666
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,335,396
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,741,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$280,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$236,027
Value of interest in pooled separate accounts at end of year2021-12-31$439,388
Value of interest in pooled separate accounts at beginning of year2021-12-31$294,863
Interest on participant loans2021-12-31$1,847
Interest earned on other investments2021-12-31$615
Value of interest in common/collective trusts at end of year2021-12-31$3,527,808
Value of interest in common/collective trusts at beginning of year2021-12-31$3,149,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$27,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$45,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$26,188
Net investment gain/loss from pooled separate accounts2021-12-31$79,564
Net investment gain or loss from common/collective trusts2021-12-31$466,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$84,560
Employer contributions (assets) at beginning of year2021-12-31$1,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$516,277
Contract administrator fees2021-12-31$34,164
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2021-12-31431947695
2020 : UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$1,036,355
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$810,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$781,055
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$532,425
Value of total assets at end of year2020-12-31$3,741,730
Value of total assets at beginning of year2020-12-31$3,515,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,342
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$1,946
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,900
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$446,102
Participant contributions at end of year2020-12-31$14,550
Participant contributions at beginning of year2020-12-31$25,489
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,676
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$225,958
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,741,730
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,515,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$236,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$187,871
Value of interest in pooled separate accounts at end of year2020-12-31$294,863
Value of interest in pooled separate accounts at beginning of year2020-12-31$354,001
Interest on participant loans2020-12-31$1,652
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$294
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$3,149,116
Value of interest in common/collective trusts at beginning of year2020-12-31$2,942,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$45,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,226
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$42,956
Net investment gain/loss from pooled separate accounts2020-12-31$27,547
Net investment gain or loss from common/collective trusts2020-12-31$429,581
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$81,647
Employer contributions (assets) at end of year2020-12-31$1,775
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$781,055
Contract administrator fees2020-12-31$29,342
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-12-31431947695
2019 : UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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$1,297,272
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$476,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$449,453
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$682,188
Value of total assets at end of year2019-12-31$3,515,772
Value of total assets at beginning of year2019-12-31$2,695,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,142
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$1,131
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,800
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$396,114
Participant contributions at end of year2019-12-31$25,489
Participant contributions at beginning of year2019-12-31$9,477
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$1,608
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$235,730
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$447
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$820,677
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,515,772
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,695,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$187,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$93,408
Value of interest in pooled separate accounts at end of year2019-12-31$354,001
Value of interest in pooled separate accounts at beginning of year2019-12-31$217,006
Interest on participant loans2019-12-31$1,013
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$118
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$2,942,185
Value of interest in common/collective trusts at beginning of year2019-12-31$2,362,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,628
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,150
Net investment gain/loss from pooled separate accounts2019-12-31$61,156
Net investment gain or loss from common/collective trusts2019-12-31$524,400
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$50,344
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$472
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$449,453
Contract administrator fees2019-12-31$27,142
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
2018 : UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$181,593
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,511,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,478,093
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$420,850
Value of total assets at end of year2018-12-31$2,695,095
Value of total assets at beginning of year2018-12-31$5,024,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,948
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$5,134
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,816
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$342,449
Participant contributions at end of year2018-12-31$9,477
Participant contributions at beginning of year2018-12-31$38,367
Participant contributions at end of year2018-12-31$1,608
Participant contributions at beginning of year2018-12-31$1,996
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,183
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,329,448
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,695,095
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,024,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$93,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$401,274
Value of interest in pooled separate accounts at end of year2018-12-31$217,006
Value of interest in pooled separate accounts at beginning of year2018-12-31$345,755
Interest on participant loans2018-12-31$694
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$4,440
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$2,362,496
Value of interest in common/collective trusts at beginning of year2018-12-31$4,202,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$33,917
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-20,130
Net investment gain/loss from pooled separate accounts2018-12-31$-21,775
Net investment gain or loss from common/collective trusts2018-12-31$-204,302
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$77,218
Employer contributions (assets) at end of year2018-12-31$472
Employer contributions (assets) at beginning of year2018-12-31$594
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,478,093
Contract administrator fees2018-12-31$32,948
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,396,954
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$880,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$833,623
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$688,070
Value of total assets at end of year2017-12-31$5,024,543
Value of total assets at beginning of year2017-12-31$4,507,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,623
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$2,090
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,928
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$577,123
Participant contributions at end of year2017-12-31$38,367
Participant contributions at beginning of year2017-12-31$45,290
Participant contributions at end of year2017-12-31$1,996
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$48,570
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,358
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-5,548
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$516,708
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,024,543
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,507,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$401,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,896,645
Value of interest in pooled separate accounts at end of year2017-12-31$345,755
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$1,948
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$142
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$4,202,640
Value of interest in common/collective trusts at beginning of year2017-12-31$517,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$33,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$424,913
Net investment gain/loss from pooled separate accounts2017-12-31$17,877
Net investment gain or loss from common/collective trusts2017-12-31$267,624
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$101,589
Employer contributions (assets) at end of year2017-12-31$594
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$833,623
Contract administrator fees2017-12-31$46,623
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695

Form 5500 Responses for UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN

2023: UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED EXCEL CORPORATION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530446
Policy instance 2
Insurance contract or identification number530446
Number of Individuals Covered125
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered125
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530446
Policy instance 2
Insurance contract or identification number530446
Number of Individuals Covered106
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered106
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530446
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530446
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530446
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530446
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530446
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1

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