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USHIP, INC. 401(K) PLAN 401k Plan overview

Plan NameUSHIP, INC. 401(K) PLAN
Plan identification number 001

USHIP, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

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

Company Name:USHIP, INC.
Employer identification number (EIN):721551725
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Additional information about USHIP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2005-01-18
Company Identification Number: 0800442940
Legal Registered Office Address: 708 CONGRESS AVE

AUSTIN
United States of America (USA)
78701

More information about USHIP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan USHIP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MICHELLE HERRING
0012017-01-01WILLIAM HOLTFORT
0012016-01-01WILLIAM HOLTFORT
0012015-01-01WILLIAM HOLTFORT
0012014-01-01WILLIAM HOLTFORT
0012013-01-01MEGAN GARRETT
0012012-01-01GILLIAN SMITH2013-07-19
0012011-01-01GILLIAN SMITH2012-07-20

Plan Statistics for USHIP, INC. 401(K) PLAN

401k plan membership statisitcs for USHIP, INC. 401(K) PLAN

Measure Date Value
2023: USHIP, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01240
Total number of active participants reported on line 7a of the Form 55002023-01-01129
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-01112
Total of all active and inactive participants2023-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01243
Number of participants with account balances2023-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: USHIP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01229
Total number of active participants reported on line 7a of the Form 55002022-01-01123
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01117
Total of all active and inactive participants2022-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01240
Number of participants with account balances2022-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: USHIP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01245
Total number of active participants reported on line 7a of the Form 55002021-01-01115
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01116
Total of all active and inactive participants2021-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01239
Number of participants with account balances2021-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: USHIP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01301
Total number of active participants reported on line 7a of the Form 55002020-01-01105
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01132
Total of all active and inactive participants2020-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01243
Number of participants with account balances2020-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: USHIP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01302
Total number of active participants reported on line 7a of the Form 55002019-01-01180
Number of other retired or separated participants entitled to future benefits2019-01-01118
Total of all active and inactive participants2019-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01298
Number of participants with account balances2019-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: USHIP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01307
Total number of active participants reported on line 7a of the Form 55002018-01-01186
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01111
Total of all active and inactive participants2018-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01297
Number of participants with account balances2018-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: USHIP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01278
Total number of active participants reported on line 7a of the Form 55002017-01-01207
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0192
Total of all active and inactive participants2017-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01299
Number of participants with account balances2017-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: USHIP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01227
Total number of active participants reported on line 7a of the Form 55002016-01-01213
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0164
Total of all active and inactive participants2016-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01277
Number of participants with account balances2016-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: USHIP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01214
Total number of active participants reported on line 7a of the Form 55002015-01-01162
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0160
Total of all active and inactive participants2015-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01222
Number of participants with account balances2015-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: USHIP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01202
Total number of active participants reported on line 7a of the Form 55002014-01-01162
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01211
Number of participants with account balances2014-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: USHIP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01126
Total number of active participants reported on line 7a of the Form 55002013-01-01170
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01196
Number of participants with account balances2013-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on USHIP, INC. 401(K) PLAN

Measure Date Value
2023 : USHIP, INC. 401(K) PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$4,232,657
Total of all expenses incurred2023-12-31$625,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$563,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,045,771
Value of total assets at end of year2023-12-31$14,184,881
Value of total assets at beginning of year2023-12-31$10,578,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$62,211
Total interest from all sources2023-12-31$5,561
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$346,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$346,477
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,362,858
Participant contributions at end of year2023-12-31$121,334
Participant contributions at beginning of year2023-12-31$44,445
Participant contributions at end of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$219,418
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$20,189
Total non interest bearing cash at beginning of year2023-12-31$21,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,606,881
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,184,881
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$10,578,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$59,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$14,043,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$10,511,717
Interest on participant loans2023-12-31$5,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,834,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$463,495
Employer contributions (assets) at end of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$563,565
Contract administrator fees2023-12-31$266
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN2023-12-31264527814
2022 : USHIP, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-422,132
Total of all expenses incurred2022-12-31$903,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$847,532
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,683,829
Value of total assets at end of year2022-12-31$10,578,000
Value of total assets at beginning of year2022-12-31$11,903,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,031
Total interest from all sources2022-12-31$2,423
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$557,561
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$557,561
Administrative expenses professional fees incurred2022-12-31$56,031
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$1,251,132
Participant contributions at end of year2022-12-31$44,445
Participant contributions at beginning of year2022-12-31$16,338
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,877
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$21,838
Total non interest bearing cash at beginning of year2022-12-31$21,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,325,695
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,578,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,903,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,511,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,683,304
Interest on participant loans2022-12-31$2,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$169,694
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,665,945
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$430,820
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$12,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$847,532
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 name2022-12-31PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN2022-12-31264527814
2021 : USHIP, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,109,028
Total of all expenses incurred2021-12-31$1,811,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,739,898
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,372,062
Value of total assets at end of year2021-12-31$11,903,695
Value of total assets at beginning of year2021-12-31$10,606,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$71,864
Total interest from all sources2021-12-31$1,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$71,864
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,027,946
Participant contributions at end of year2021-12-31$16,338
Participant contributions at beginning of year2021-12-31$38,447
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,374
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$21,622
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$1,297,266
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,903,695
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,606,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,683,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,554,848
Interest on participant loans2021-12-31$1,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$169,694
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,735,125
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$326,742
Employer contributions (assets) at end of year2021-12-31$12,737
Employer contributions (assets) at beginning of year2021-12-31$13,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,739,898
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 name2021-12-31PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN2021-12-31264527814
2020 : USHIP, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,930,214
Total of all expenses incurred2020-12-31$1,869,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,836,104
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,419,810
Value of total assets at end of year2020-12-31$10,606,429
Value of total assets at beginning of year2020-12-31$9,545,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,218
Total interest from all sources2020-12-31$3,352
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$0
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$1,081,432
Participant contributions at end of year2020-12-31$38,447
Participant contributions at beginning of year2020-12-31$33,427
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$91,995
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
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$1,060,892
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,606,429
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,545,537
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$33,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,554,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,512,110
Interest on participant loans2020-12-31$3,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,507,052
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$246,383
Employer contributions (assets) at end of year2020-12-31$13,134
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,836,104
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CD BRADSHAW & ASSOCIATES, P.C.
Accountancy firm EIN2020-12-31814273628
2019 : USHIP, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,538,816
Total of all expenses incurred2019-12-31$1,240,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,220,881
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,734,846
Value of total assets at end of year2019-12-31$9,545,537
Value of total assets at beginning of year2019-12-31$7,247,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,998
Total interest from all sources2019-12-31$2,025
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$0
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$1,297,218
Participant contributions at end of year2019-12-31$33,427
Participant contributions at beginning of year2019-12-31$15,503
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$149,052
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
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$2,297,937
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,545,537
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,247,600
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$19,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,512,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,232,097
Interest on participant loans2019-12-31$2,025
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,801,945
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$288,576
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,220,881
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 name2019-12-31CD BRADSHAW & ASSOCIATES, P.C.
Accountancy firm EIN2019-12-31814273628
2018 : USHIP, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,180,259
Total of all expenses incurred2018-12-31$1,446,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,424,249
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,729,590
Value of total assets at end of year2018-12-31$7,247,600
Value of total assets at beginning of year2018-12-31$7,513,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,389
Total interest from all sources2018-12-31$1,713
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
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$1,353,544
Participant contributions at end of year2018-12-31$15,503
Participant contributions at beginning of year2018-12-31$28,776
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$78,778
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-266,379
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,247,600
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,513,979
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$22,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,232,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,485,025
Interest on participant loans2018-12-31$1,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-551,044
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$297,268
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,424,249
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 name2018-12-31CD BRADSHAW & ASSOCIATES, P.C.
Accountancy firm EIN2018-12-31814273628
2017 : USHIP, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,939,140
Total of all expenses incurred2017-12-31$406,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$385,520
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,869,816
Value of total assets at end of year2017-12-31$7,513,979
Value of total assets at beginning of year2017-12-31$4,981,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,217
Total interest from all sources2017-12-31$1,779
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$356,633
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,411,566
Participant contributions at end of year2017-12-31$28,776
Participant contributions at beginning of year2017-12-31$37,058
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$174,850
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
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$2,532,403
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,513,979
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,981,576
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$21,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,485,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,944,518
Interest on participant loans2017-12-31$1,779
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,067,545
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$283,400
Employer contributions (assets) at end of year2017-12-31$178
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$385,520
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CD BRADSHAW & ASSOCIATES, P.C.
Accountancy firm EIN2017-12-31814273628
2016 : USHIP, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,871,615
Total of all expenses incurred2016-12-31$456,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$439,199
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,522,667
Value of total assets at end of year2016-12-31$4,981,576
Value of total assets at beginning of year2016-12-31$3,566,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,162
Total interest from all sources2016-12-31$1,246
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$306,000
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$1,106,908
Participant contributions at end of year2016-12-31$37,058
Participant contributions at beginning of year2016-12-31$13,930
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$154,174
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
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$1,415,254
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,981,576
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,566,322
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
Investment advisory and management fees2016-12-31$17,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,944,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,552,392
Interest on participant loans2016-12-31$1,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$347,702
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$261,585
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$439,199
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 name2016-12-31CD BRADSHAW & ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31814273628
2015 : USHIP, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,116,124
Total of all expenses incurred2015-12-31$605,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$589,764
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,127,450
Value of total assets at end of year2015-12-31$3,566,322
Value of total assets at beginning of year2015-12-31$3,055,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,384
Total interest from all sources2015-12-31$464
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$174,839
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$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$306,000
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$847,012
Participant contributions at end of year2015-12-31$13,930
Participant contributions at beginning of year2015-12-31$3,587
Participant contributions at end of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$87,521
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$511,080
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,566,322
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,055,242
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$14,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,552,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,051,655
Interest on participant loans2015-12-31$464
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-186,629
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$192,917
Employer contributions (assets) at end of year2015-12-31$0
Income. Dividends from common stock2015-12-31$174,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$589,764
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 name2015-12-31BROWN, GRAHAM AND COMPANY, P.C.
Accountancy firm EIN2015-12-31751386677
2014 : USHIP, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,021,817
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$172,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$166,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$892,403
Value of total assets at end of year2014-12-31$3,055,242
Value of total assets at beginning of year2014-12-31$2,205,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,695
Total interest from all sources2014-12-31$204
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$699,818
Participant contributions at end of year2014-12-31$3,587
Participant contributions at beginning of year2014-12-31$692
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$26,468
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$849,628
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,055,242
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,205,614
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$5,695
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,051,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,767,838
Interest on participant loans2014-12-31$204
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$410,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$26,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$26,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$129,210
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$166,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$166,494
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31BROWN, GRAHAM AND COMPANY, P.C.
Accountancy firm EIN2014-12-31751386677
2013 : USHIP, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,042,739
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$51,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$51,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$730,780
Value of total assets at end of year2013-12-31$2,205,614
Value of total assets at beginning of year2013-12-31$1,214,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$200
Total interest from all sources2013-12-31$93
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$54,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$54,424
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$122,000
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$525,036
Participant contributions at end of year2013-12-31$692
Participant contributions at beginning of year2013-12-31$3,324
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$89,913
Administrative expenses (other) incurred2013-12-31$200
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$991,507
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,205,614
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,214,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,767,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$929,167
Interest on participant loans2013-12-31$93
Value of interest in common/collective trusts at end of year2013-12-31$410,673
Value of interest in common/collective trusts at beginning of year2013-12-31$260,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$26,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$20,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$20,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$169,098
Net investment gain or loss from common/collective trusts2013-12-31$88,344
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$115,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$51,032
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 name2013-12-31CARRIE BRADSHAW
Accountancy firm EIN2013-12-31751386677

Form 5500 Responses for USHIP, INC. 401(K) PLAN

2023: USHIP, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: USHIP, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: USHIP, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: USHIP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: USHIP, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: USHIP, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: USHIP, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: USHIP, INC. 401(K) 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 - TrustYes
2015: USHIP, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: USHIP, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: USHIP, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number767546-01
Policy instance 1
Insurance contract or identification number767546-01
Number of Individuals Covered12
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61412 - 1
Policy instance 1
Insurance contract or identification numberMR 61412 - 1
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-09-09
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number767546-01
Policy instance 2
Insurance contract or identification number767546-01
Number of Individuals Covered14
Insurance policy start date2022-09-10
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61412 - 1
Policy instance 1
Insurance contract or identification numberMR 61412 - 1
Number of Individuals Covered236
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61412 - 1
Policy instance 1
Insurance contract or identification numberMR 61412 - 1
Number of Individuals Covered243
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61412 - 1
Policy instance 1
Insurance contract or identification numberMR 61412 - 1
Number of Individuals Covered208
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61412 - 1
Policy instance 1
Insurance contract or identification numberMR 61412 - 1
Number of Individuals Covered295
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61412-1
Policy instance 1
Insurance contract or identification numberMR 61412-1
Number of Individuals Covered223
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61412-1
Policy instance 1
Insurance contract or identification numberMR 61412-1
Number of Individuals Covered189
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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