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UNISOURCE SOLUTIONS, INC. 401(K) PLAN 401k Plan overview

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

UNISOURCE SOLUTIONS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

UNISOURCE OFFICE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNISOURCE OFFICE SERVICES, INC.
Employer identification number (EIN):954117599
NAIC Classification:442110
NAIC Description:Furniture Stores

Additional information about UNISOURCE OFFICE SERVICES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2006-02-01
Company Identification Number: 1594320
Legal Registered Office Address: 1080 HEATHSHIRE DRIVE
-
CENTERVILLE
United States of America (USA)
45459

More information about UNISOURCE OFFICE SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNISOURCE SOLUTIONS, INC. 401(K) 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
0012017-01-01ZUZEL BASADRE
0012016-01-01ZUZEL BASADRE
0012015-01-01ZUZEL BASADRE
0012014-01-01ZUZEL BASADRE
0012013-01-01ZUZEL BASADRE ZUZEL BASADRE2014-10-08
0012012-01-01ZUZEL BASADRE
0012011-01-01ZUZEL BASADRE
0012009-01-01
0012009-01-01
0012009-01-01ZUZEL BASADRE ZUZEL BASADRE2010-09-23

Plan Statistics for UNISOURCE SOLUTIONS, INC. 401(K) PLAN

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

Measure Date Value
2022: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01190
Total number of active participants reported on line 7a of the Form 55002022-01-01111
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0177
Total of all active and inactive participants2022-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01189
Number of participants with account balances2022-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01228
Total number of active participants reported on line 7a of the Form 55002021-01-01110
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01190
Number of participants with account balances2021-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01248
Total number of active participants reported on line 7a of the Form 55002020-01-01160
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01228
Number of participants with account balances2020-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01246
Total number of active participants reported on line 7a of the Form 55002019-01-01176
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01243
Number of participants with account balances2019-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01252
Total number of active participants reported on line 7a of the Form 55002018-01-01178
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01245
Number of participants with account balances2018-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01245
Total number of active participants reported on line 7a of the Form 55002017-01-01179
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 participants2017-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01245
Number of participants with account balances2017-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01242
Total number of active participants reported on line 7a of the Form 55002016-01-01175
Number of other retired or separated participants entitled to future benefits2016-01-0164
Total of all active and inactive participants2016-01-01239
Total participants2016-01-01239
Number of participants with account balances2016-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01244
Total number of active participants reported on line 7a of the Form 55002015-01-01188
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01239
Total participants2015-01-01239
Number of participants with account balances2015-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01232
Total number of active participants reported on line 7a of the Form 55002014-01-01199
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01239
Total participants2014-01-01239
Number of participants with account balances2014-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01232
Total number of active participants reported on line 7a of the Form 55002013-01-01203
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01244
Number of participants with account balances2013-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01245
Total number of active participants reported on line 7a of the Form 55002012-01-01198
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01235
Number of participants with account balances2012-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01239
Total number of active participants reported on line 7a of the Form 55002011-01-01217
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01250
Number of participants with account balances2011-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01235
Total number of active participants reported on line 7a of the Form 55002009-01-01217
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01243
Number of participants with account balances2009-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on UNISOURCE SOLUTIONS, INC. 401(K) PLAN

Measure Date Value
2022 : UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,778,613
Total of all expenses incurred2022-12-31$2,176,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,106,763
Value of total corrective distributions2022-12-31$7,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$469,483
Value of total assets at end of year2022-12-31$7,872,970
Value of total assets at beginning of year2022-12-31$11,828,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$62,381
Total interest from all sources2022-12-31$12,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$410,405
Participant contributions at end of year2022-12-31$139,366
Participant contributions at beginning of year2022-12-31$179,419
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$66
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$848
Administrative expenses (other) incurred2022-12-31$39,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,955,306
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,872,970
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,828,276
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$22,959
Value of interest in pooled separate accounts at end of year2022-12-31$6,983,988
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,842,178
Interest on participant loans2022-12-31$5,803
Interest earned on other investments2022-12-31$6,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$749,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$805,831
Net investment gain/loss from pooled separate accounts2022-12-31$-2,260,185
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$59,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,106,763
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 name2022-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2022-12-31951777440
2021 : UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,188,423
Total of all expenses incurred2021-12-31$1,563,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,462,400
Expenses. Certain deemed distributions of participant loans2021-12-31$325
Value of total corrective distributions2021-12-31$23,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$534,732
Value of total assets at end of year2021-12-31$11,828,276
Value of total assets at beginning of year2021-12-31$11,203,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,259
Total interest from all sources2021-12-31$18,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$462,271
Participant contributions at end of year2021-12-31$179,419
Participant contributions at beginning of year2021-12-31$265,610
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,970
Administrative expenses (other) incurred2021-12-31$47,916
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$625,122
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,828,276
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,203,154
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$29,343
Value of interest in pooled separate accounts at end of year2021-12-31$10,842,178
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,083,082
Interest on participant loans2021-12-31$12,251
Interest earned on other investments2021-12-31$6,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$805,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$851,492
Net investment gain/loss from pooled separate accounts2021-12-31$1,635,311
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$72,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,462,400
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 name2021-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2021-12-31951777440
2020 : UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,122,292
Total of all expenses incurred2020-12-31$1,237,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,183,856
Value of total corrective distributions2020-12-31$10,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$592,646
Value of total assets at end of year2020-12-31$11,203,154
Value of total assets at beginning of year2020-12-31$10,318,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$43,240
Total interest from all sources2020-12-31$21,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$509,767
Participant contributions at end of year2020-12-31$265,610
Participant contributions at beginning of year2020-12-31$315,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,035
Administrative expenses (other) incurred2020-12-31$28,760
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$884,464
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,203,154
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,318,690
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$14,480
Value of interest in pooled separate accounts at end of year2020-12-31$10,083,082
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,336,175
Interest on participant loans2020-12-31$14,904
Interest earned on other investments2020-12-31$6,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$851,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$665,700
Net investment gain/loss from pooled separate accounts2020-12-31$1,507,905
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$82,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,183,856
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 name2020-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2020-12-31951777440
2019 : UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,363,155
Total of all expenses incurred2019-12-31$481,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$438,356
Expenses. Certain deemed distributions of participant loans2019-12-31$17,180
Value of total corrective distributions2019-12-31$20,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$611,255
Value of total assets at end of year2019-12-31$10,318,690
Value of total assets at beginning of year2019-12-31$8,436,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,515
Total interest from all sources2019-12-31$25,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$523,003
Participant contributions at end of year2019-12-31$315,780
Participant contributions at beginning of year2019-12-31$380,914
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,035
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$453
Administrative expenses (other) incurred2019-12-31$5,515
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$1,881,927
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,318,690
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,436,763
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
Value of interest in pooled separate accounts at end of year2019-12-31$9,336,175
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,295,264
Interest on participant loans2019-12-31$19,456
Interest earned on other investments2019-12-31$6,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$665,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$760,132
Net investment gain/loss from pooled separate accounts2019-12-31$1,726,145
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$88,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$438,356
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 name2019-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2019-12-31951777440
2018 : UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$136,288
Total of all expenses incurred2018-12-31$702,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$685,758
Expenses. Certain deemed distributions of participant loans2018-12-31$4,535
Value of total corrective distributions2018-12-31$6,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$617,209
Value of total assets at end of year2018-12-31$8,436,763
Value of total assets at beginning of year2018-12-31$9,002,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,659
Total interest from all sources2018-12-31$24,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$525,394
Participant contributions at end of year2018-12-31$380,914
Participant contributions at beginning of year2018-12-31$409,135
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$453
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$5,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-566,004
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,436,763
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,002,767
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
Value of interest in pooled separate accounts at end of year2018-12-31$7,295,264
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,812,136
Interest on participant loans2018-12-31$19,267
Interest earned on other investments2018-12-31$5,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$760,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$781,496
Net investment gain/loss from pooled separate accounts2018-12-31$-505,253
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$91,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$685,758
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 name2018-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2018-12-31951777440
2017 : UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,740,526
Total of all expenses incurred2017-12-31$1,422,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,416,580
Expenses. Certain deemed distributions of participant loans2017-12-31$165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$574,218
Value of total assets at end of year2017-12-31$9,002,767
Value of total assets at beginning of year2017-12-31$8,684,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,667
Total interest from all sources2017-12-31$32,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$488,975
Participant contributions at end of year2017-12-31$409,135
Participant contributions at beginning of year2017-12-31$516,713
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,417
Administrative expenses (other) incurred2017-12-31$5,667
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$318,114
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,002,767
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,684,653
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
Value of interest in pooled separate accounts at end of year2017-12-31$7,812,136
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,972,034
Interest on participant loans2017-12-31$25,339
Interest earned on other investments2017-12-31$6,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$781,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,195,906
Net investment gain/loss from pooled separate accounts2017-12-31$1,134,220
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$81,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,416,580
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 name2017-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2017-12-31951777440
2016 : UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,261,290
Total of all expenses incurred2016-12-31$724,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$699,225
Value of total corrective distributions2016-12-31$20,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$681,048
Value of total assets at end of year2016-12-31$8,684,653
Value of total assets at beginning of year2016-12-31$8,147,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,064
Total interest from all sources2016-12-31$17,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$529,010
Participant contributions at end of year2016-12-31$516,713
Participant contributions at beginning of year2016-12-31$488,465
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$64,958
Other income not declared elsewhere2016-12-31$8,306
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$536,882
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,684,653
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,147,771
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 pooled separate accounts at end of year2016-12-31$6,972,034
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,675,365
Interest on participant loans2016-12-31$17,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,195,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$983,941
Net investment gain/loss from pooled separate accounts2016-12-31$554,871
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$87,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$699,225
Contract administrator fees2016-12-31$5,064
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 name2016-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2016-12-31951777440
2015 : UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$609,867
Total of all expenses incurred2015-12-31$476,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$462,602
Expenses. Certain deemed distributions of participant loans2015-12-31$8,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$608,392
Value of total assets at end of year2015-12-31$8,147,771
Value of total assets at beginning of year2015-12-31$8,014,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,981
Total interest from all sources2015-12-31$21,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,975
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$514,819
Participant contributions at end of year2015-12-31$488,465
Participant contributions at beginning of year2015-12-31$502,962
Other income not declared elsewhere2015-12-31$7,527
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$133,723
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,147,771
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,014,048
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$3,006
Value of interest in pooled separate accounts at end of year2015-12-31$6,675,365
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,014,874
Interest on participant loans2015-12-31$21,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$983,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$496,212
Net investment gain/loss from pooled separate accounts2015-12-31$-27,621
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$93,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$462,602
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 name2015-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2015-12-31951777440
2014 : UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,100,754
Total of all expenses incurred2014-12-31$662,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$656,203
Expenses. Certain deemed distributions of participant loans2014-12-31$3,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$624,597
Value of total assets at end of year2014-12-31$8,014,048
Value of total assets at beginning of year2014-12-31$7,575,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,674
Total interest from all sources2014-12-31$23,693
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$21,375
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$21,375
Administrative expenses professional fees incurred2014-12-31$2,190
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$464,053
Participant contributions at end of year2014-12-31$502,962
Participant contributions at beginning of year2014-12-31$511,512
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$78,112
Other income not declared elsewhere2014-12-31$534
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$438,342
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,014,048
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,575,706
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$484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,057,444
Value of interest in pooled separate accounts at end of year2014-12-31$7,014,874
Interest on participant loans2014-12-31$23,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$496,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$395,507
Net investment gain/loss from pooled separate accounts2014-12-31$35,048
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$82,432
Employer contributions (assets) at beginning of year2014-12-31$6,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$656,203
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 name2014-12-31GREEN, HASSON & JANKS, LLP
Accountancy firm EIN2014-12-31951777440
2013 : UNISOURCE SOLUTIONS, 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$1,666,927
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$352,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$349,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$580,705
Value of total assets at end of year2013-12-31$7,575,706
Value of total assets at beginning of year2013-12-31$6,261,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,595
Total interest from all sources2013-12-31$19,496
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$235,515
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$235,515
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$489,926
Participant contributions at end of year2013-12-31$511,512
Participant contributions at beginning of year2013-12-31$450,136
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$1,313,950
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,575,706
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,261,756
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$225
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,057,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,811,620
Interest on participant loans2013-12-31$19,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$831,211
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$90,779
Employer contributions (assets) at end of year2013-12-31$6,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$349,382
Contract administrator fees2013-12-31$3,370
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 name2013-12-31GREEN, HASSON AND JANKS, LLP
Accountancy firm EIN2013-12-31951777440
2012 : UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,206,463
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$382,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$380,001
Value of total corrective distributions2012-12-31$451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$542,899
Value of total assets at end of year2012-12-31$6,261,756
Value of total assets at beginning of year2012-12-31$5,437,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,250
Total interest from all sources2012-12-31$18,920
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$134,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$134,290
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$457,914
Participant contributions at end of year2012-12-31$450,136
Participant contributions at beginning of year2012-12-31$465,165
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$823,761
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,261,756
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,437,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,811,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,972,830
Interest on participant loans2012-12-31$18,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$510,354
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$84,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$380,001
Contract administrator fees2012-12-31$2,250
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 name2012-12-31GREEN, HASSON AND JENKS, LLP
Accountancy firm EIN2012-12-31951777440
2011 : UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$583,312
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$59,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$56,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$616,112
Value of total assets at end of year2011-12-31$5,437,995
Value of total assets at beginning of year2011-12-31$4,914,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,406
Total interest from all sources2011-12-31$22,649
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$103,804
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$103,804
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$458,182
Participant contributions at end of year2011-12-31$465,165
Participant contributions at beginning of year2011-12-31$448,924
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$82,880
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$523,571
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,437,995
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,914,424
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
Investment advisory and management fees2011-12-31$746
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,972,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,042,876
Interest on participant loans2011-12-31$22,649
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$422,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-163,297
Net investment gain or loss from common/collective trusts2011-12-31$4,044
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$75,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$56,335
Contract administrator fees2011-12-31$2,660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31GREEN, HASSON AND JANKS, LLP
Accountancy firm EIN2011-12-31951777440
2010 : UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,092,574
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$218,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$214,987
Value of total corrective distributions2010-12-31$573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$614,469
Value of total assets at end of year2010-12-31$4,914,424
Value of total assets at beginning of year2010-12-31$4,040,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,354
Total interest from all sources2010-12-31$23,189
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$97,254
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$97,254
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$472,003
Participant contributions at end of year2010-12-31$448,924
Participant contributions at beginning of year2010-12-31$427,505
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$53,191
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$873,660
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,914,424
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,040,764
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$1,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,042,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,335,389
Interest on participant loans2010-12-31$23,189
Value of interest in common/collective trusts at end of year2010-12-31$422,624
Value of interest in common/collective trusts at beginning of year2010-12-31$277,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$347,156
Net investment gain or loss from common/collective trusts2010-12-31$10,506
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$89,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$214,987
Contract administrator fees2010-12-31$1,980
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GREEN, HASSON AND JANKS, LLP
Accountancy firm EIN2010-12-31951777440

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

2022: UNISOURCE SOLUTIONS, 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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNISOURCE SOLUTIONS, 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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNISOURCE SOLUTIONS, 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNISOURCE SOLUTIONS, 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNISOURCE SOLUTIONS, 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNISOURCE SOLUTIONS, 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNISOURCE SOLUTIONS, 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNISOURCE SOLUTIONS, 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNISOURCE SOLUTIONS, INC. 401(K) 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: UNISOURCE SOLUTIONS, 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
2012: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNISOURCE SOLUTIONS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601586
Policy instance 1
Insurance contract or identification number601586
Number of Individuals Covered146
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601586
Policy instance 1
Insurance contract or identification number601586
Number of Individuals Covered148
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601586
Policy instance 1
Insurance contract or identification number601586
Number of Individuals Covered160
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,912
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 $8,912
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601586
Policy instance 1
Insurance contract or identification number601586
Number of Individuals Covered171
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $25,730
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 $25,730
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601586
Policy instance 1
Insurance contract or identification number601586
Number of Individuals Covered175
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $24,713
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 $24,713
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601586
Policy instance 1
Insurance contract or identification number601586
Number of Individuals Covered180
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $23,336
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 $23,336
Insurance broker organization code?3
Insurance broker nameMARCUS TANIMOTO
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601586-000
Policy instance 1
Insurance contract or identification number601586-000
Number of Individuals Covered170
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,653
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 $256
Insurance broker organization code?3
Insurance broker nameMARCUS TANIMOTO
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601586-000
Policy instance 1
Insurance contract or identification number601586-000
Number of Individuals Covered171
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $37,345
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 $37,345
Insurance broker nameDEMITRI HOLLEVOET

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