401k Plan data: UNITEC RETIREMENT AND SAVINGS PLAN plan

UNITEC RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan Name	UNITEC RETIREMENT AND SAVINGS PLAN
Plan identification number	001

UNITEC RETIREMENT AND SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

UNIVERSAL TECHNOLOGY COLLEGE has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSAL TECHNOLOGY COLLEGE

Employer identification number (EIN): 660439432

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITEC RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LUIS LOPEZ 2024-10-01 LUIS LOPEZ 2024-10-01
001 2022-01-01 LUIS LOPEZ 2023-10-18
001 2021-01-01 LUIS LOPEZ 2022-10-15 LUIS LOPEZ 2022-10-15
001 2020-01-01 LUIS LOPEZ 2021-10-15 LUIS LOPEZ 2021-10-15
001 2019-01-01 LUIS LOPEZ 2020-10-15
001 2018-01-01 LUIS LOPEZ 2019-10-15
001 2017-01-01 LUIS LOPEZ 2018-10-15 LUIS LOPEZ 2018-10-15
001 2016-01-01 LUIS LOPEZ 2018-01-31 LUIS LOPEZ 2018-01-31
001 2015-01-01 KEYLA LOPEZ 2016-10-11
001 2014-01-01 LUIS LOPEZ 2015-10-13 NANCY MORALES-VALENTIN 2015-10-13
001 2013-01-01 LUIS LOPEZ VALE 2014-09-12
001 2012-01-01 ALEXIS ROSADO ALEXIS ROSADO 2013-06-25
001 2011-01-01 ALEXIS ROSADO
001 2009-01-01 ALEXIS ROSADO
001 2007-01-01 ALEXIS ROSADO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LUIS LOPEZ	2024-10-01	LUIS LOPEZ	2024-10-01
001	2022-01-01	LUIS LOPEZ	2023-10-18
001	2021-01-01	LUIS LOPEZ	2022-10-15	LUIS LOPEZ	2022-10-15
001	2020-01-01	LUIS LOPEZ	2021-10-15	LUIS LOPEZ	2021-10-15
001	2019-01-01	LUIS LOPEZ	2020-10-15
001	2018-01-01	LUIS LOPEZ	2019-10-15
001	2017-01-01	LUIS LOPEZ	2018-10-15	LUIS LOPEZ	2018-10-15
001	2016-01-01	LUIS LOPEZ	2018-01-31	LUIS LOPEZ	2018-01-31
001	2015-01-01	KEYLA LOPEZ	2016-10-11
001	2014-01-01	LUIS LOPEZ	2015-10-13	NANCY MORALES-VALENTIN	2015-10-13
001	2013-01-01	LUIS LOPEZ VALE	2014-09-12
001	2012-01-01	ALEXIS ROSADO		ALEXIS ROSADO	2013-06-25
001	2011-01-01	ALEXIS ROSADO
001	2009-01-01	ALEXIS ROSADO
001	2007-01-01	ALEXIS ROSADO

Plan Statistics for UNITEC RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for UNITEC RETIREMENT AND SAVINGS PLAN

Measure Date Value
2012: UNITEC RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 32
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 33
Total participants 2012-01-01 33
Number of participants with account balances 2012-01-01 32
2011: UNITEC RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
Total of all active and inactive participants 2011-01-01 33
Total participants 2011-01-01 33
Number of participants with account balances 2011-01-01 33
2009: UNITEC RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 32
Total of all active and inactive participants 2009-01-01 32
Total participants 2009-01-01 32
Number of participants with account balances 2009-01-01 32
2007: UNITEC RETIREMENT AND SAVINGS PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 37
Total of all active and inactive participants 2007-01-01 37
Total participants 2007-01-01 37
Number of participants with account balances 2007-01-01 37

Measure	Date	Value
2012: UNITEC RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	32
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	33
Total participants	2012-01-01	33
Number of participants with account balances	2012-01-01	32
2011: UNITEC RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
Total of all active and inactive participants	2011-01-01	33
Total participants	2011-01-01	33
Number of participants with account balances	2011-01-01	33
2009: UNITEC RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	32
Total of all active and inactive participants	2009-01-01	32
Total participants	2009-01-01	32
Number of participants with account balances	2009-01-01	32
2007: UNITEC RETIREMENT AND SAVINGS PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	37
Total of all active and inactive participants	2007-01-01	37
Total participants	2007-01-01	37
Number of participants with account balances	2007-01-01	37

Financial Data on UNITEC RETIREMENT AND SAVINGS PLAN

Measure	Date	Value
2012 : UNITEC RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$62,279
Expenses. Total of all expenses incurred	2012-12-31	$15,732
Benefits paid (including direct rollovers)	2012-12-31	$15,732
Total plan assets at end of year	2012-12-31	$400,231
Total plan assets at beginning of year	2012-12-31	$353,684
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$19,758
Other income received	2012-12-31	$23,538
Net income (gross income less expenses)	2012-12-31	$46,547
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$400,231
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$353,684
Total contributions received or receivable from employer(s)	2012-12-31	$18,983
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : UNITEC RETIREMENT AND SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$50,791
Expenses. Total of all expenses incurred	2011-12-31	$9,283
Benefits paid (including direct rollovers)	2011-12-31	$9,283
Total plan assets at end of year	2011-12-31	$353,684
Total plan assets at beginning of year	2011-12-31	$312,176
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$25,473
Net income (gross income less expenses)	2011-12-31	$41,508
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$353,684
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$312,176
Total contributions received or receivable from employer(s)	2011-12-31	$25,318
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : UNITEC RETIREMENT AND SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$59,320
Expenses. Total of all expenses incurred	2010-12-31	$10,932
Benefits paid (including direct rollovers)	2010-12-31	$10,932
Total plan assets at end of year	2010-12-31	$312,176
Total plan assets at beginning of year	2010-12-31	$263,788
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$19,368
Other income received	2010-12-31	$19,183
Net income (gross income less expenses)	2010-12-31	$48,388
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$312,176
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$263,788
Total contributions received or receivable from employer(s)	2010-12-31	$20,769
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : UNITEC RETIREMENT AND SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2007 : UNITEC RETIREMENT AND SAVINGS PLAN 2007 401k financial data
Total income from all sources	2007-12-31	$52,220
Expenses. Total of all expenses incurred	2007-12-31	$28,014
Benefits paid (including direct rollovers)	2007-12-31	$28,014
Total plan assets at end of year	2007-12-31	$199,840
Total plan assets at beginning of year	2007-12-31	$175,634
Total contributions received or receivable from participants	2007-12-31	$24,833
Other income received	2007-12-31	$6,209
Net income (gross income less expenses)	2007-12-31	$24,206
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$199,840
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$175,634
Total contributions received or receivable from employer(s)	2007-12-31	$21,178
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0

Form 5500 Responses for UNITEC RETIREMENT AND SAVINGS PLAN

2012: UNITEC RETIREMENT AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITEC RETIREMENT AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: UNITEC RETIREMENT AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: UNITEC RETIREMENT AND SAVINGS PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )

Policy contract number

454730-PI

Policy instance

Insurance contract or identification number	454730-PI
Number of Individuals Covered	37
Insurance policy start date	2007-01-01
Insurance policy end date	2007-12-31
Total amount of commissions paid to insurance broker	USD $625
Total amount of fees paid to insurance company	USD $291
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $625
Additional information about fees paid to insurance broker	OVERRIDES
Insurance broker organization code?	3
Amount paid for insurance broker fees	131
Insurance broker name	PRAXIS ASSOCIATES

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Company Name:	UNIVERSAL TECHNOLOGY COLLEGE
Employer identification number (EIN):	660439432
NAIC Classification:	611000