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UDC 401K PLAN 401k Plan overview

Plan NameUDC 401K PLAN
Plan identification number 001

UDC 401K 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

UNIVERSITY DEVELOPMENT CORP has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY DEVELOPMENT CORP
Employer identification number (EIN):721027314
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UDC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KEVIN HUDSON
0012016-01-01KEVIN HUDSON
0012015-01-01KEVIN HUDSON
0012015-01-01KEVINHUDSON
0012014-01-01KEVIN HUDSON
0012013-01-01KEVIN HUDSON
0012012-01-01KEVIN HUDSON KEVIN HUDSON2013-08-01
0012011-01-01KEVIN HUDSON KEVIN HUDSON2012-09-28
0012010-01-01KEVIN HUDSON KEVIN HUDSON2011-10-11

Plan Statistics for UDC 401K PLAN

401k plan membership statisitcs for UDC 401K PLAN

Measure Date Value
2022: UDC 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01817
Total number of active participants reported on line 7a of the Form 55002022-01-01486
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01485
Total of all active and inactive participants2022-01-01971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01971
Number of participants with account balances2022-01-01971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01141
2021: UDC 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,063
Total number of active participants reported on line 7a of the Form 55002021-01-01709
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01746
Number of participants with account balances2021-01-01746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0196
2020: UDC 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01517
Total number of active participants reported on line 7a of the Form 55002020-01-01965
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0133
Total of all active and inactive participants2020-01-01998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01998
Number of participants with account balances2020-01-01603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0191
2019: UDC 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01517
Total number of active participants reported on line 7a of the Form 55002019-01-01366
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01119
Total of all active and inactive participants2019-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01485
Number of participants with account balances2019-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01149
2018: UDC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01433
Total number of active participants reported on line 7a of the Form 55002018-01-01394
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01478
Number of participants with account balances2018-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01111
2017: UDC 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01317
Total number of active participants reported on line 7a of the Form 55002017-01-01321
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01386
Number of participants with account balances2017-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0155
2016: UDC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01195
Total number of active participants reported on line 7a of the Form 55002016-01-01224
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-01293
Total participants2016-01-01293
Number of participants with account balances2016-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0141
2015: UDC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01391
Total number of active participants reported on line 7a of the Form 55002015-01-01140
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01180
Total participants2015-01-01180
Number of participants with account balances2015-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01105
2014: UDC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01432
Total number of active participants reported on line 7a of the Form 55002014-01-01194
Number of other retired or separated participants entitled to future benefits2014-01-01168
Total of all active and inactive participants2014-01-01362
Total participants2014-01-01362
Number of participants with account balances2014-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01102
2013: UDC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01348
Total number of active participants reported on line 7a of the Form 55002013-01-01336
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0178
Total of all active and inactive participants2013-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01414
Number of participants with account balances2013-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0165
2012: UDC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01202
Total number of active participants reported on line 7a of the Form 55002012-01-01264
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01296
Number of participants with account balances2012-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UDC 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01167
Total number of active participants reported on line 7a of the Form 55002011-01-01191
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01202
Number of participants with account balances2011-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: UDC 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01218
Total number of active participants reported on line 7a of the Form 55002010-01-01157
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01167
Number of participants with account balances2010-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018

Financial Data on UDC 401K PLAN

Measure Date Value
2022 : UDC 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$233,817
Total of all expenses incurred2022-12-31$366,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$330,872
Value of total corrective distributions2022-12-31$800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$878,680
Value of total assets at end of year2022-12-31$3,752,509
Value of total assets at beginning of year2022-12-31$3,884,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,345
Total interest from all sources2022-12-31$1,981
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$68,842
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$68,842
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$547,923
Participant contributions at end of year2022-12-31$37,614
Participant contributions at beginning of year2022-12-31$44,034
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$216,117
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$81
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$25
Administrative expenses (other) incurred2022-12-31$25,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-132,200
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,752,509
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,884,709
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
Investment advisory and management fees2022-12-31$9,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,697,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,638,829
Interest earned on other investments2022-12-31$1,981
Value of interest in common/collective trusts at end of year2022-12-31$17,766
Value of interest in common/collective trusts at beginning of year2022-12-31$201,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-720,114
Net investment gain or loss from common/collective trusts2022-12-31$4,428
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$114,640
Employer contributions (assets) at end of year2022-12-31$1
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$330,872
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31HEARD MCELROY & VESTAL
Accountancy firm EIN2022-12-31720398470
2021 : UDC 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$988,299
Total of all expenses incurred2021-12-31$346,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$302,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$486,177
Value of total assets at end of year2021-12-31$3,884,709
Value of total assets at beginning of year2021-12-31$3,243,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,590
Total interest from all sources2021-12-31$1,917
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$75,287
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$75,287
Administrative expenses professional fees incurred2021-12-31$15,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$408,285
Participant contributions at end of year2021-12-31$44,034
Participant contributions at beginning of year2021-12-31$36,081
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$25
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$16
Administrative expenses (other) incurred2021-12-31$20,936
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$641,699
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,884,709
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,243,010
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
Investment advisory and management fees2021-12-31$8,654
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,638,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,027,436
Interest on participant loans2021-12-31$1,917
Value of interest in common/collective trusts at end of year2021-12-31$201,821
Value of interest in common/collective trusts at beginning of year2021-12-31$179,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$422,548
Net investment gain or loss from common/collective trusts2021-12-31$2,370
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$77,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$302,010
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31HEARD MCELROY & VESTAL
Accountancy firm EIN2021-12-31720398470
2020 : UDC 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$797,898
Total of all expenses incurred2020-12-31$90,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$69,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$395,431
Value of total assets at end of year2020-12-31$3,243,010
Value of total assets at beginning of year2020-12-31$2,536,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,967
Total interest from all sources2020-12-31$2,174
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$51,252
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$51,252
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Contributions received from participants2020-12-31$340,183
Participant contributions at end of year2020-12-31$36,081
Participant contributions at beginning of year2020-12-31$48,903
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$16
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$74
Administrative expenses (other) incurred2020-12-31$14,797
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$706,975
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,243,010
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,536,035
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$6,170
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,027,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,477,555
Interest on participant loans2020-12-31$2,174
Value of interest in common/collective trusts at end of year2020-12-31$179,477
Value of interest in common/collective trusts at beginning of year2020-12-31$9,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$348,114
Net investment gain or loss from common/collective trusts2020-12-31$927
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$55,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$69,956
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HEARD MCELROY & VERSTAL
Accountancy firm EIN2020-12-31720398470
2019 : UDC 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,014,152
Total of all expenses incurred2019-12-31$453,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$426,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$541,237
Value of total assets at end of year2019-12-31$2,536,035
Value of total assets at beginning of year2019-12-31$1,975,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,488
Total interest from all sources2019-12-31$866
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$44,149
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$44,149
Administrative expenses professional fees incurred2019-12-31$7,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$269,246
Participant contributions at end of year2019-12-31$48,903
Participant contributions at beginning of year2019-12-31$19,092
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$223,667
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$74
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$48
Administrative expenses (other) incurred2019-12-31$13,652
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$561,022
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,536,035
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,975,013
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$5,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,477,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,947,977
Interest on participant loans2019-12-31$866
Value of interest in common/collective trusts at end of year2019-12-31$9,503
Value of interest in common/collective trusts at beginning of year2019-12-31$7,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$427,765
Net investment gain or loss from common/collective trusts2019-12-31$135
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$48,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$426,642
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
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 name2019-12-31HEARD MCELROY & VERSTAL
Accountancy firm EIN2019-12-31720398470
2018 : UDC 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$79,768
Total of all expenses incurred2018-12-31$100,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$75,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$259,493
Value of total assets at end of year2018-12-31$1,975,013
Value of total assets at beginning of year2018-12-31$1,996,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,749
Total interest from all sources2018-12-31$863
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$40,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$8,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Contributions received from participants2018-12-31$222,277
Participant contributions at end of year2018-12-31$19,092
Participant contributions at beginning of year2018-12-31$20,693
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$48
Administrative expenses (other) incurred2018-12-31$12,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-21,103
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,975,013
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,996,116
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
Investment advisory and management fees2018-12-31$5,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,947,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,969,111
Interest on participant loans2018-12-31$863
Value of interest in common/collective trusts at end of year2018-12-31$7,896
Value of interest in common/collective trusts at beginning of year2018-12-31$6,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-221,627
Net investment gain or loss from common/collective trusts2018-12-31$85
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$37,216
Income. Dividends from common stock2018-12-31$40,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$75,122
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
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
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 name2018-12-31HEARD MCELROY & VERSTAL
Accountancy firm EIN2018-12-31720398470
2017 : UDC 401K PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$48
Total income from all sources (including contributions)2017-12-31$565,631
Total of all expenses incurred2017-12-31$414,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$388,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$251,275
Value of total assets at end of year2017-12-31$1,996,116
Value of total assets at beginning of year2017-12-31$1,845,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,658
Total interest from all sources2017-12-31$920
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$31,024
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$31,024
Administrative expenses professional fees incurred2017-12-31$8,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$193,874
Participant contributions at end of year2017-12-31$20,693
Participant contributions at beginning of year2017-12-31$18,041
Administrative expenses (other) incurred2017-12-31$13,601
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
Value of net income/loss2017-12-31$150,719
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,996,116
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,845,349
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
Investment advisory and management fees2017-12-31$4,557
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,969,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,827,308
Interest on participant loans2017-12-31$920
Value of interest in common/collective trusts at end of year2017-12-31$6,312
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$282,355
Net investment gain or loss from common/collective trusts2017-12-31$57
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$57,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$388,254
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
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
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 name2017-12-31HEARD MCELROY & VERSTAL
Accountancy firm EIN2017-12-31720398470
2016 : UDC 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$367,653
Total of all expenses incurred2016-12-31$354,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$323,151
Expenses. Certain deemed distributions of participant loans2016-12-31$3,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$179,418
Value of total assets at end of year2016-12-31$1,845,349
Value of total assets at beginning of year2016-12-31$1,832,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,123
Total interest from all sources2016-12-31$464
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$30,946
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$30,946
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$176,468
Participant contributions at end of year2016-12-31$18,041
Participant contributions at beginning of year2016-12-31$4,142
Other income not declared elsewhere2016-12-31$7,713
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
Value of net income/loss2016-12-31$13,073
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,845,349
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,832,276
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,827,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,826,785
Interest on participant loans2016-12-31$464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$149,112
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
Contributions received in cash from employer2016-12-31$2,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$323,151
Contract administrator fees2016-12-31$28,123
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
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 name2016-12-31HEARD MCELROY & VERSTAL
Accountancy firm EIN2016-12-31720398470
2015 : UDC 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$255,531
Total of all expenses incurred2015-12-31$482,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$443,220
Expenses. Certain deemed distributions of participant loans2015-12-31$1,073
Value of total corrective distributions2015-12-31$5
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$290,368
Value of total assets at end of year2015-12-31$1,832,276
Value of total assets at beginning of year2015-12-31$2,059,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,242
Total interest from all sources2015-12-31$672
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$82,143
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$82,143
Administrative expenses professional fees incurred2015-12-31$18,378
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$255,264
Participant contributions at end of year2015-12-31$4,142
Participant contributions at beginning of year2015-12-31$53,724
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,361
Other income not declared elsewhere2015-12-31$5,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-227,009
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,832,276
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,059,285
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
Investment advisory and management fees2015-12-31$19,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,826,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,004,369
Interest on participant loans2015-12-31$672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-122,665
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$29,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$443,220
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 name2015-12-31HEARD MCELROY & VERSTAL
Accountancy firm EIN2015-12-31720398470
2014 : UDC 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$570,197
Total of all expenses incurred2014-12-31$319,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$274,036
Expenses. Certain deemed distributions of participant loans2014-12-31$9,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$417,833
Value of total assets at end of year2014-12-31$2,059,285
Value of total assets at beginning of year2014-12-31$1,808,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,742
Total interest from all sources2014-12-31$3,004
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$80,921
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$80,921
Administrative expenses professional fees incurred2014-12-31$21,622
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$366,012
Participant contributions at end of year2014-12-31$53,724
Participant contributions at beginning of year2014-12-31$67,855
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,707
Other income not declared elsewhere2014-12-31$4,933
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$251,036
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,059,285
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,808,249
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
Investment advisory and management fees2014-12-31$14,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,004,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,707,059
Interest on participant loans2014-12-31$3,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$33,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$63,506
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$50,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$274,036
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 name2014-12-31HEARD MCELROY & VERSTAL
Accountancy firm EIN2014-12-31720398470
2013 : UDC 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$799,512
Total of all expenses incurred2013-12-31$161,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$125,091
Expenses. Certain deemed distributions of participant loans2013-12-31$14,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$492,696
Value of total assets at end of year2013-12-31$1,808,249
Value of total assets at beginning of year2013-12-31$1,170,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,549
Total interest from all sources2013-12-31$17,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$16,848
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$388,888
Participant contributions at end of year2013-12-31$67,855
Participant contributions at beginning of year2013-12-31$54,999
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,608
Other income not declared elsewhere2013-12-31$215
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$637,697
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,808,249
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,170,552
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
Investment advisory and management fees2013-12-31$5,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,707,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,093,531
Interest on participant loans2013-12-31$16,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$33,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$22,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$289,229
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$89,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$125,091
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 name2013-12-31HEARD MCELROY & VERSTAL
Accountancy firm EIN2013-12-31720398470
2012 : UDC 401K 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$471,585
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$146,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$125,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$341,635
Value of total assets at end of year2012-12-31$1,170,552
Value of total assets at beginning of year2012-12-31$845,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,814
Total interest from all sources2012-12-31$2,197
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$17,912
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$272,275
Participant contributions at end of year2012-12-31$54,999
Participant contributions at beginning of year2012-12-31$58,230
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,925
Other income not declared elsewhere2012-12-31$259
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$324,793
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,170,552
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$845,759
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
Investment advisory and management fees2012-12-31$2,902
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,093,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$753,455
Interest on participant loans2012-12-31$2,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$22,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$34,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$127,494
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$57,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$125,978
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31HEARD MCELROY & VESTAL
Accountancy firm EIN2012-12-31720398470
2011 : UDC 401K 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$263,033
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$81,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$61,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$299,938
Value of total assets at end of year2011-12-31$845,759
Value of total assets at beginning of year2011-12-31$663,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,521
Total interest from all sources2011-12-31$2,640
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$19,521
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$240,994
Participant contributions at end of year2011-12-31$58,230
Participant contributions at beginning of year2011-12-31$55,416
Other income not declared elsewhere2011-12-31$367
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$181,813
Value of net assets at end of year (total assets less liabilities)2011-12-31$845,759
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$663,946
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$753,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$608,530
Interest on participant loans2011-12-31$2,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$34,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-39,912
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$58,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$61,699
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 name2011-12-31HEARD MCELROY & VESTAL
Accountancy firm EIN2011-12-31720398470
2010 : UDC 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$2,725,891
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$9,845
Total income from all sources (including contributions)2010-12-31$385,058
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$75,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$65,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$312,346
Value of total assets at end of year2010-12-31$663,946
Value of total assets at beginning of year2010-12-31$3,090,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,322
Total interest from all sources2010-12-31$1,539
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$4,570
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$219,537
Participant contributions at end of year2010-12-31$55,416
Participant contributions at beginning of year2010-12-31$95,186
Participant contributions at beginning of year2010-12-31$4,725
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$51,264
Liabilities. Value of operating payables at beginning of year2010-12-31$9,845
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$309,629
Value of net assets at end of year (total assets less liabilities)2010-12-31$663,946
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,080,208
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
Investment advisory and management fees2010-12-31$5,752
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$608,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,989,083
Interest on participant loans2010-12-31$1,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$71,173
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$41,545
Employer contributions (assets) at beginning of year2010-12-31$1,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$65,107
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 name2010-12-31COLE, EVANS & PETERSON, CPAS
Accountancy firm EIN2010-12-31720506596

Form 5500 Responses for UDC 401K PLAN

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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512008-000
Policy instance 1
Insurance contract or identification number512008-000
Number of Individuals Covered102
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512008-000
Policy instance 1
Insurance contract or identification number512008-000
Number of Individuals Covered298
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512008-000
Policy instance 1
Insurance contract or identification number512008-000
Number of Individuals Covered288
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $47
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
Commission paid to Insurance BrokerUSD $47
Insurance broker organization code?3
Insurance broker nameJULIENNE BUXTON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512008-000
Policy instance 1
Insurance contract or identification number512008-000
Number of Individuals Covered158
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $62
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62
Insurance broker organization code?3
Insurance broker nameJULIENNE BUXTON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512008-000
Policy instance 1
Insurance contract or identification number512008-000
Number of Individuals Covered93
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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