FAMILIES UNITED OF WASHINGTON COUNTY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2016 : FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $71,666 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $40,434 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $37,592 |
| Total plan assets at end of year | 2016-12-31 | $654,139 |
| Total plan assets at beginning of year | 2016-12-31 | $622,907 |
| Total contributions received or receivable from participants | 2016-12-31 | $24,713 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $2,842 |
| Other income received | 2016-12-31 | $46,953 |
| Net income (gross income less expenses) | 2016-12-31 | $31,232 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $654,139 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $622,907 |
| 2015 : FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $13,802 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $69,668 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $66,278 |
| Total plan assets at end of year | 2015-12-31 | $622,907 |
| Total plan assets at beginning of year | 2015-12-31 | $678,773 |
| Total contributions received or receivable from participants | 2015-12-31 | $19,030 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $3,390 |
| Other income received | 2015-12-31 | $-5,228 |
| Net income (gross income less expenses) | 2015-12-31 | $-55,866 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $622,907 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $678,773 |
| 2014 : FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $68,944 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $35,272 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $31,918 |
| Total plan assets at end of year | 2014-12-31 | $678,773 |
| Total plan assets at beginning of year | 2014-12-31 | $645,101 |
| Total contributions received or receivable from participants | 2014-12-31 | $32,182 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $3,354 |
| Other income received | 2014-12-31 | $28,892 |
| Net income (gross income less expenses) | 2014-12-31 | $33,672 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $678,773 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $645,101 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $7,870 |
| 2013 : FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $7,280 |
| Total income from all sources | 2013-12-31 | $134,256 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $83,935 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $80,559 |
| Total plan assets at end of year | 2013-12-31 | $645,101 |
| Total plan assets at beginning of year | 2013-12-31 | $587,500 |
| Total contributions received or receivable from participants | 2013-12-31 | $23,343 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $3,376 |
| Other income received | 2013-12-31 | $110,913 |
| Net income (gross income less expenses) | 2013-12-31 | $50,321 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $645,101 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $587,500 |
| 2012 : FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $97,198 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $93,829 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $90,509 |
| Total plan assets at end of year | 2012-12-31 | $587,500 |
| Total plan assets at beginning of year | 2012-12-31 | $584,131 |
| Total contributions received or receivable from participants | 2012-12-31 | $25,270 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $3,320 |
| Other income received | 2012-12-31 | $71,928 |
| Net income (gross income less expenses) | 2012-12-31 | $3,369 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $587,500 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $584,131 |
| 2011 : FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $21,840 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $137,795 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $133,373 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $43,006 |
| Value of total assets at end of year | 2011-12-31 | $584,131 |
| Value of total assets at beginning of year | 2011-12-31 | $700,086 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,422 |
| Total interest from all sources | 2011-12-31 | $4,044 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $31,346 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $6,994 |
| Administrative expenses (other) incurred | 2011-12-31 | $731 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-115,955 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $584,131 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $700,086 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $2,453 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $584,131 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $700,086 |
| Interest earned on other investments | 2011-12-31 | $4,044 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-25,210 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $4,666 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $133,373 |
| Contract administrator fees | 2011-12-31 | $1,238 |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| 2010 : FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $139,515 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $63,734 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $58,558 |
| Total plan assets at end of year | 2010-12-31 | $700,086 |
| Total plan assets at beginning of year | 2010-12-31 | $624,186 |
| Total contributions received or receivable from participants | 2010-12-31 | $42,722 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $5,176 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $79,116 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $75,781 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $700,086 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $624,186 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $17,677 |
| 2016: FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | First time form 5500 has been submitted | Yes |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: FAMILIES UNITED 403B VALIC PENSION RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
