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UNITED SUMMIT CENTER 401(K) PLAN 401k Plan overview

Plan NameUNITED SUMMIT CENTER 401(K) PLAN
Plan identification number 001

UNITED SUMMIT CENTER 401(K) PLAN Benefits

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

401k Sponsoring company profile

UNITED SUMMIT CENTER has sponsored the creation of one or more 401k plans.

Company Name:UNITED SUMMIT CENTER
Employer identification number (EIN):550752788
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED SUMMIT CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01RUSS PLYWACZYNSKI
0012016-01-01RUSS PLYWACZYNSKI
0012015-01-01RUSSELL PLYWACZYNSKI
0012014-01-01RUSSELL PLYWACZYNSKI
0012013-01-01TERENCE P. DEL SIGNORE
0012012-01-01TERRY DEL SIGNORE
0012011-01-01TERRY DEL SIGNORE
0012010-01-01TERENCE DEL SIGNORE TERENCE DEL SIGNORE2011-10-14
0012009-01-01TERRY DEL SIGNORE TERRY DEL SIGNORE2010-10-12
0012009-01-01TERRY DEL SIGNORE TERRY DEL SIGNORE2010-10-12

Plan Statistics for UNITED SUMMIT CENTER 401(K) PLAN

401k plan membership statisitcs for UNITED SUMMIT CENTER 401(K) PLAN

Measure Date Value
2018: UNITED SUMMIT CENTER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01595
Total number of active participants reported on line 7a of the Form 55002018-01-01433
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0168
Total of all active and inactive participants2018-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01504
Number of participants with account balances2018-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: UNITED SUMMIT CENTER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01654
Total number of active participants reported on line 7a of the Form 55002017-01-01518
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01595
Number of participants with account balances2017-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0157
2016: UNITED SUMMIT CENTER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01842
Total number of active participants reported on line 7a of the Form 55002016-01-01542
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01109
Total of all active and inactive participants2016-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01654
Number of participants with account balances2016-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: UNITED SUMMIT CENTER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01828
Total number of active participants reported on line 7a of the Form 55002015-01-01418
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01424
Total of all active and inactive participants2015-01-01842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01842
Number of participants with account balances2015-01-01858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0151
2014: UNITED SUMMIT CENTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01807
Total number of active participants reported on line 7a of the Form 55002014-01-01394
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01434
Total of all active and inactive participants2014-01-01828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01828
Number of participants with account balances2014-01-01837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0173
2013: UNITED SUMMIT CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01730
Total number of active participants reported on line 7a of the Form 55002013-01-01437
Number of other retired or separated participants entitled to future benefits2013-01-01370
Total of all active and inactive participants2013-01-01807
Total participants2013-01-01807
Number of participants with account balances2013-01-01805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0187
2012: UNITED SUMMIT CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01697
Total number of active participants reported on line 7a of the Form 55002012-01-01446
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01284
Total of all active and inactive participants2012-01-01730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01730
Number of participants with account balances2012-01-01733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0167
2011: UNITED SUMMIT CENTER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01536
Total number of active participants reported on line 7a of the Form 55002011-01-01458
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01239
Total of all active and inactive participants2011-01-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01697
Number of participants with account balances2011-01-01651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0153
2010: UNITED SUMMIT CENTER 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01536
Total number of active participants reported on line 7a of the Form 55002010-01-01423
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01189
Total of all active and inactive participants2010-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01612
Number of participants with account balances2010-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0147
2009: UNITED SUMMIT CENTER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01364
Total number of active participants reported on line 7a of the Form 55002009-01-01363
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01173
Total of all active and inactive participants2009-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01536
Number of participants with account balances2009-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0145

Financial Data on UNITED SUMMIT CENTER 401(K) PLAN

Measure Date Value
2018 : UNITED SUMMIT CENTER 401(K) 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$117,530,380
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$2,745
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$266,913
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$442,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$438,998
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$472,546
Value of total assets at end of year2018-12-31$120,571,541
Value of total assets at beginning of year2018-12-31$3,219,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,469
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$5,895
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$204,119
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$204,119
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$235,643
Participant contributions at end of year2018-12-31$168,607
Participant contributions at beginning of year2018-12-31$157,275
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
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$915,518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,745
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$3,469
Liabilities. Value of operating payables at end of year2018-12-31$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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-175,554
Value of net assets at end of year (total assets less liabilities)2018-12-31$120,571,541
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,216,715
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
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of 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$91,236,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,644,882
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$5,895
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$6,764,327
Value of interest in common/collective trusts at beginning of year2018-12-31$417,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$17,604,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,392,176
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-418,850
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$3,203
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$236,903
Employer contributions (assets) at end of year2018-12-31$490,190
Employer contributions (assets) at beginning of year2018-12-31$0
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$438,998
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation 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 end of year2018-12-31$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 name2018-12-31TETRICK & BARTLETT, PLLC
Accountancy firm EIN2018-12-31550357807
2017 : UNITED SUMMIT CENTER 401(K) 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$2,745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,084
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$798,896
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$637,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$634,036
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$356,374
Value of total assets at end of year2017-12-31$3,219,460
Value of total assets at beginning of year2017-12-31$3,064,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,944
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$6,625
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$177,268
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$177,268
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$191,792
Participant contributions at end of year2017-12-31$157,275
Participant contributions at beginning of year2017-12-31$147,068
Participant contributions at end of year2017-12-31$0
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$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$366
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
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$9,084
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$3,944
Liabilities. Value of operating payables at end of year2017-12-31$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$160,916
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,216,715
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,055,799
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
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of 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$2,644,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,430,641
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$6,625
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$417,303
Value of interest in common/collective trusts at beginning of year2017-12-31$487,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$255,041
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$3,588
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$164,216
Employer contributions (assets) at end of year2017-12-31$0
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$634,036
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation 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 end of year2017-12-31$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 name2017-12-31TETRICK & BARTLETT, PLLC
Accountancy firm EIN2017-12-31550357807
2016 : UNITED SUMMIT CENTER 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,985
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$596,120
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$914,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$909,901
Expenses. Certain deemed distributions of participant loans2016-12-31$953
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$305,930
Value of total assets at end of year2016-12-31$3,064,883
Value of total assets at beginning of year2016-12-31$3,379,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,900
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$5,188
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$95,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$95,346
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$152,696
Participant contributions at end of year2016-12-31$147,068
Participant contributions at beginning of year2016-12-31$118,873
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$9,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,985
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$3,900
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-318,634
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,055,799
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,374,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,430,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,572,291
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$5,188
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$487,174
Value of interest in common/collective trusts at beginning of year2016-12-31$688,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$181,047
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$8,609
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$153,234
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$4
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$909,901
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TETRICK & BARTLETT, PLLC
Accountancy firm EIN2016-12-31550357807
2015 : UNITED SUMMIT CENTER 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,985
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$416,023
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$357,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$348,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$395,209
Value of total assets at end of year2015-12-31$3,379,418
Value of total assets at beginning of year2015-12-31$3,315,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,811
Total interest from all sources2015-12-31$4,455
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$145,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$145,416
Administrative expenses professional fees incurred2015-12-31$8,811
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$152,061
Participant contributions at end of year2015-12-31$118,873
Participant contributions at beginning of year2015-12-31$98,518
Participant contributions at beginning of year2015-12-31$9,921
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$64,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$58,838
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,374,433
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,315,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,572,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,540,240
Interest on participant loans2015-12-31$4,455
Value of interest in common/collective trusts at end of year2015-12-31$688,250
Value of interest in common/collective trusts at beginning of year2015-12-31$657,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-137,903
Net investment gain or loss from common/collective trusts2015-12-31$8,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$178,156
Employer contributions (assets) at end of year2015-12-31$4
Employer contributions (assets) at beginning of year2015-12-31$8,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$348,374
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TETRICK & BARTLETT, PLLC
Accountancy firm EIN2015-12-31550357807
2014 : UNITED SUMMIT CENTER 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$584,336
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$341,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$323,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$355,581
Value of total assets at end of year2014-12-31$3,315,595
Value of total assets at beginning of year2014-12-31$3,072,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,310
Total interest from all sources2014-12-31$4,179
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$137,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$137,509
Administrative expenses professional fees incurred2014-12-31$18,310
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$155,600
Participant contributions at end of year2014-12-31$98,518
Participant contributions at beginning of year2014-12-31$97,120
Participant contributions at end of year2014-12-31$9,921
Participant contributions at beginning of year2014-12-31$5,801
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$242,933
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,315,595
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,072,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,540,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,323,845
Interest on participant loans2014-12-31$4,179
Value of interest in common/collective trusts at end of year2014-12-31$657,941
Value of interest in common/collective trusts at beginning of year2014-12-31$637,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$80,560
Net investment gain or loss from common/collective trusts2014-12-31$6,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$199,981
Employer contributions (assets) at end of year2014-12-31$8,975
Employer contributions (assets) at beginning of year2014-12-31$8,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$323,093
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TETRICK & BARTLETT
Accountancy firm EIN2014-12-31550357807
2013 : UNITED SUMMIT CENTER 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$744,914
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$372,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$353,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$364,412
Value of total assets at end of year2013-12-31$3,072,662
Value of total assets at beginning of year2013-12-31$2,699,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,962
Total interest from all sources2013-12-31$3,891
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$126,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$126,705
Administrative expenses professional fees incurred2013-12-31$18,962
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$143,987
Participant contributions at end of year2013-12-31$97,120
Participant contributions at beginning of year2013-12-31$106,974
Participant contributions at end of year2013-12-31$5,801
Participant contributions at beginning of year2013-12-31$4,839
Total non interest bearing cash at end of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$372,686
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,072,662
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,699,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,323,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,967,072
Interest on participant loans2013-12-31$3,891
Value of interest in common/collective trusts at end of year2013-12-31$637,737
Value of interest in common/collective trusts at beginning of year2013-12-31$613,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$243,521
Net investment gain or loss from common/collective trusts2013-12-31$6,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$220,425
Employer contributions (assets) at end of year2013-12-31$8,159
Employer contributions (assets) at beginning of year2013-12-31$7,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$353,266
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TETRICK & BARTLETT
Accountancy firm EIN2013-12-31550357807
2012 : UNITED SUMMIT CENTER 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$577,424
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$141,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$124,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$323,382
Value of total assets at end of year2012-12-31$2,699,976
Value of total assets at beginning of year2012-12-31$2,264,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,736
Total interest from all sources2012-12-31$4,044
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$66,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$66,358
Administrative expenses professional fees incurred2012-12-31$16,736
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$134,942
Participant contributions at end of year2012-12-31$106,974
Participant contributions at beginning of year2012-12-31$90,856
Participant contributions at end of year2012-12-31$4,839
Participant contributions at beginning of year2012-12-31$5,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$435,857
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,699,976
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,264,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,967,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,569,642
Interest on participant loans2012-12-31$4,044
Value of interest in common/collective trusts at end of year2012-12-31$613,228
Value of interest in common/collective trusts at beginning of year2012-12-31$590,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$182,214
Net investment gain or loss from common/collective trusts2012-12-31$1,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$188,440
Employer contributions (assets) at end of year2012-12-31$7,863
Employer contributions (assets) at beginning of year2012-12-31$7,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$124,831
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TETRICK & BARTLETT
Accountancy firm EIN2012-12-31550357807
2011 : UNITED SUMMIT CENTER 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$232,219
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$244,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$217,040
Expenses. Certain deemed distributions of participant loans2011-12-31$12,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$322,636
Value of total assets at end of year2011-12-31$2,264,119
Value of total assets at beginning of year2011-12-31$2,276,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,044
Total interest from all sources2011-12-31$4,266
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$49,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$49,061
Administrative expenses professional fees incurred2011-12-31$15,044
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$129,305
Participant contributions at end of year2011-12-31$90,856
Participant contributions at beginning of year2011-12-31$84,232
Participant contributions at end of year2011-12-31$5,394
Participant contributions at beginning of year2011-12-31$4,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-12,479
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,264,119
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,276,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,569,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,610,286
Interest on participant loans2011-12-31$4,266
Value of interest in common/collective trusts at end of year2011-12-31$590,840
Value of interest in common/collective trusts at beginning of year2011-12-31$568,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-154,901
Net investment gain or loss from common/collective trusts2011-12-31$11,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$193,331
Employer contributions (assets) at end of year2011-12-31$7,387
Employer contributions (assets) at beginning of year2011-12-31$9,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$217,040
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TETRICK & BARTLETT
Accountancy firm EIN2011-12-31550357807
2010 : UNITED SUMMIT CENTER 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$486,166
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$156,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$110,351
Expenses. Certain deemed distributions of participant loans2010-12-31$32,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$312,282
Value of total assets at end of year2010-12-31$2,276,598
Value of total assets at beginning of year2010-12-31$1,946,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,309
Total interest from all sources2010-12-31$11,130
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$38,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$38,666
Administrative expenses professional fees incurred2010-12-31$13,309
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$121,369
Participant contributions at end of year2010-12-31$84,232
Participant contributions at beginning of year2010-12-31$84,937
Participant contributions at end of year2010-12-31$4,753
Participant contributions at beginning of year2010-12-31$4,457
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$329,989
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,276,598
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,946,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,610,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,248,319
Interest on participant loans2010-12-31$11,130
Value of interest in common/collective trusts at end of year2010-12-31$568,098
Value of interest in common/collective trusts at beginning of year2010-12-31$602,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$129,255
Net investment gain or loss from common/collective trusts2010-12-31$-5,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$174,222
Employer contributions (assets) at end of year2010-12-31$9,229
Employer contributions (assets) at beginning of year2010-12-31$6,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$110,351
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TETRICK & BARTLETT
Accountancy firm EIN2010-12-31550357807

Form 5500 Responses for UNITED SUMMIT CENTER 401(K) PLAN

2018: UNITED SUMMIT CENTER 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED SUMMIT CENTER 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED SUMMIT CENTER 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED SUMMIT CENTER 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED SUMMIT CENTER 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED SUMMIT CENTER 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED SUMMIT CENTER 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED SUMMIT CENTER 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED SUMMIT CENTER 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITED SUMMIT CENTER 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95235-01
Policy instance 1
Insurance contract or identification number95235-01
Number of Individuals Covered403
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0

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